Building Genios, an AI financial intelligence platform for dealmakers

Genios
Web Experiences
Fintech
USA
Genios
Web Experiences
FIntech
USA

Context

Genios is an AI financial intelligence platform for dealmakers, investors, and advisors.

The platform consolidates financial intelligence, AI agents, and collaborative workspaces, enabling investment teams to analyse opportunities, generate insights, and accelerate complex deal decisions.

Goal

Our mission was to build Genius from the ground up — brand identity, MVP, and a scalable AI-led product platform.

Outcomes

AI-First Platform

by building the MVP from scratch.

Complete Brand Identity

through designing an AI-native product brand.

Built for Scale

by supporting multiple use cases, customers.

Agent-Led Workflows

through streamlining complex financial tasks.

AI Workspace

Unified financial intelligence workspace connecting research, collaboration, and AI-driven insights for faster enterprise decision-making.

Connected Intelligence

Unified company intelligence combining knowledge graphs, AI insights, financial data, and related entities into one collaborative workspace.

Interface Design

Crafted a modern visual language that transformed complex financial workflows into intuitive, engaging enterprise product experiences.

Focused Workspaces

Designed dedicated workspaces for valuations, financial models, investment memos, and AI-generated insights with structured information hierarchy.

AI Workspace

Unified financial intelligence workspace connecting research, collaboration, and AI-driven insights for faster enterprise decision-making.

Unified financial intelligence workspace connecting research, collaboration, and AI-driven insights for faster enterprise decision-making.

Connected Intelligence

Unified company intelligence combining knowledge graphs, AI insights, financial data, and related entities into one collaborative workspace.

Unified company intelligence combining knowledge graphs, AI insights, financial data, and related entities into one collaborative workspace.

Interface Design

Crafted a modern visual language that transformed complex financial workflows into intuitive, engaging enterprise product experiences.

Crafted a modern visual language that transformed complex financial workflows into intuitive, engaging enterprise product experiences.

Focused Workspaces

Designed dedicated workspaces for valuations, financial models, investment memos, and AI-generated insights with structured information hierarchy.

Designed dedicated workspaces for valuations, financial models, investment memos, and AI-generated insights with structured information hierarchy.

The results

For Genios, we designed an AI-first intelligence platform - from identity to scalable product.

Foundation

brand identity built for AI-first product.

Product

0-to-1 MVP designed and delivered.

Scale

architected across use cases and customers.

The Web App Experience

01
Educational
institutions
Educational Institutions
Scalable, plug-and-play systems for fast-moving tech environments.
education icon
02
Financial
institutions
Educational Institutions
Scalable, plug-and-play systems for fast-moving tech environments.
education icon
03
Healthcare
facilities
Educational Institutions
Scalable, plug-and-play systems for fast-moving tech environments.
education icon

Designed a personalised home dashboard bringing together to-dos, market news, active deals, watchlists, AI insights, and priority actions.

Explored wireframes for AI conversations, project workspaces, research flows, and financial tasks through structured information architecture and interaction design.

Designed company intelligence experiences combining financial profiles, AI copilots, market updates, business context, and connected research into one workspace.

Created interactive relationship mapping experiences helping dealmakers explore organisations, stakeholders, investments, and business connections through intuitive visual exploration.

Built a comprehensive design system defining visual foundations, reusable components, typography, interaction patterns, and accessibility for scalable AI-first product experiences.

FAQs

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