Built an AI engine to uncover client referrals through advisors’ networks
Built AI-powered referral network to reduce RIA client loss
Greenbox is an AI-native wealth management platform that brings together technology, data insights, marketing, community, and business tools in one ecosystem for wealth managers and advisory firms.
Led product strategy and built an AI-powered solution to help advisors grow through their existing networks. I translated research insights into an AI feature that identifies the warmest path to a prospect and prompts timely introductions.
Team
Team
Team
4 Strategic Designers
4 Strategic Designers
Timeline:
Timeline:
Timeline:
6 Months
6 Months
My Role:
My Role:
My Role:
User research, Product Strategy, Vibecoding
User research, Product Strategy, Vibecoding
Problem
70–80% of new RIA clients come from referrals, but advisors have no visibility into how their existing relationships connect to future ones; the network is real, it's just invisible.
Advisors already sit inside strong networks of trust, but they cannot easily see or use those connections to meet new clients.
Advisors already sit inside strong networks of trust, but they cannot easily see or use those connections to meet new clients.
Solution
An AI-powered engine that reads the existing data - CRM, email, calendar, LinkedIn and tells the RIA exactly who to activate, who to nurture, and give suggestions for better introductions.
An AI-powered engine that reads the existing data - CRM, email, calendar, LinkedIn and tells the RIA exactly who to activate, who to nurture, and give suggestions for better introductions.
Screenshots of the dashboard
Screenshots of the dashboard
Process
We were designing a system that didn't yet exist, not improving an existing workflow.
To do that, we needed to understand how independent RIAs actually build relationships and win prospective clients today; how advisors leverage referrals, research prospects, and move them from an initial introduction to a trusted client relationship.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
We were designing a system that didn't yet exist, not improving an existing workflow.
To do that, we needed to understand how independent RIAs actually build relationships and win prospective clients today; how advisors leverage referrals, research prospects, and move them from an initial introduction to a trusted client relationship.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
We were designing a system that didn't yet exist, not improving an existing workflow.
To do that, we needed to understand how independent RIAs actually build relationships and win prospective clients today; how advisors leverage referrals, research prospects, and move them from an initial introduction to a trusted client relationship.
I combined three inputs: competitive analysis of existing wealth tech tools to see where the market's gaps actually were, a working session with a RIA and research what Greenbox has already gathered on the space.
Understand the advisor's world
Mapped an advisor's daily tools, data, and existing habits
Understand the advisor's world
Mapped an advisor's daily tools, data, and existing habits
Identify Opportunities
Located moments AI could remove real friction.
Identify Opportunities
Located moments AI could remove real friction.
Stress-test the logic
Defined the scoring rules, not just the visuals
Stress-test the logic
Defined the scoring rules, not just the visuals
Advisor Client Lifecycle
Research
I combined three sources of inputs: competitive analysis of existing wealth tech tools to see where the market's gaps actually were, a working session with a RIA and research what Greenbox has already gathered on the space.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
I combined three inputs: competitive analysis of existing wealth tech tools to see where the market's gaps actually were, a working session with a RIA and research what Greenbox has already gathered on the space.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
I combined three sources of inputs: competitive analysis of existing wealth tech tools to see where the market's gaps actually were, a working session with a RIA and research what Greenbox has already gathered on the space.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
I combined three inputs: competitive analysis of existing wealth tech tools to see where the market's gaps actually were, a working session with a RIA and research what Greenbox has already gathered on the space.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
Competitive Analysis
Competitive Analysis
Insights from interview with RIA
Insights from interview with RIA
Customer journey map
Customer journey map
Final Product
Turning advisor’s existing client relationships into new business by reading CRM, email, and calendar to find the warmest path to a prospect and making the intro at the right moment.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
Turning advisor’s existing client relationships into new business by reading CRM, email, and calendar to find the warmest path to a prospect and making the intro at the right moment.
Turning advisor’s existing client relationships into new business by reading CRM, email, and calendar to find the warmest path to a prospect and making the intro at the right moment.
For features like delivery, food delivery apps like Swiggy and Zomato were considered.
For insurance-specific features, global examples like Lemonade and nascent Indian ventures like Acko and Digit were studied.
Turning advisor’s existing client relationships into new business by reading CRM, email, and calendar to find the warmest path to a prospect and making the intro at the right moment.
Reducing Choice Paralysis
By streamlining the number of packages offered on the site, especially in areas like global navigation and motor insurance categories, users were able to make decisions more quickly and with greater ease.
Design Directions
Splitting the score into two questions
Splitting the score into two questions
Every path gets a Trail Strength (how strong the link is between a client and a prospect) and a Confidence score (how much of that relationship the system can actually see). Advisors know when to act and when to verify, so the AI never sounds more certain than it is.
Every path gets a Trail Strength (how strong the link is between a client and a prospect) and a Confidence score (how much of that relationship the system can actually see). Advisors know when to act and when to verify, so the AI never sounds more certain than it is.
Turning Low Confidence > Guidance
When confidence is below 50%, Trail suggests discovery questions, conversation starters, offline details to log, and data sources to connect.
When confidence is below 50%, Trail suggests discovery questions, conversation starters, offline details to log, and data sources to connect.
Reducing Choice Paralysis
By streamlining the number of packages offered on the site, especially in areas like global navigation and motor insurance categories, users were able to make decisions more quickly and with greater ease.
Acting at the moment that matters
When a prospect hits a trigger, like a founder announcing a Series B, Trail flags the timing window, picks the best connector, and drafts the intro in that person’s voice. The advisor reviews and sends.
When a prospect hits a trigger, like a founder announcing a Series B, Trail flags the timing window, picks the best connector, and drafts the intro in that person’s voice. The advisor reviews and sends.
Third Party Integration
For motor insurance, the new website integrated with the public 'Vahan' database, allowing users to simply enter their name and registration number, with all remaining details automatically populated.
90%
reduced manual effort
Trail Scoring Logic
Not all signals are equal. Replies and meetings prove a relationship, LinkedIn and keywords only hint at one, and the score shifts as signals age or paths get longer.
Not all signals are equal. Replies and meetings prove a relationship, LinkedIn and keywords only hint at one, and the score shifts as signals age or paths get longer.
Scoring Logic
Scoring Logic
Interface Design
Design System
Simuntaneously, I led the the creation of a neumorphic design system, defining component-level shadows, states, and usage guidelines to ensure consistency and ease of adoption for future designers.
What Did I Learn?
🧩 Defining AI Logic
Building an AI solution goes beyond making it work. I learned to define the right parameters, determine what the AI should consider, and shape how it responds so the output is genuinely useful to the user.
💬 Turning Strategy into a Storywheel
Learned how to pitch product strategy in a way that connects research insights to business goals, clearly communicates the rationale behind design decisions, and
gets clients aligned on the vision.
In The Press
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crafted with love 💌 and chai ☕ by @Akanksha 2025
Built AI-powered referral network to reduce RIA client loss
Greenbox is an AI-native wealth management platform that brings together technology, data insights, marketing, community, and business tools in one ecosystem for wealth managers and advisory firms.
