Prior Work, AI, Finance
Magnifi AI
AI Investing Assistant
Details
Client:
Magnifi AI
Speciality:
AI Investing Assistant
Value Prop:
Performance and feature improvements to a market-leading AI investing platform
Categories:
Prior Work, AI, Finance
Summary
Magnifi AI set out to strengthen the performance, accuracy, and user experience of the world’s first AI-powered investing assistant—at a time when trust, explainability, and speed were critical to user adoption. The initiative focused on improving how the AI surfaced insights, responded to investor questions, and scaled reliably as usage grew.
Highlights:
Context: A fast-growing fintech product operating at the intersection of AI, finance, and consumer trust, with increasing demand for speed, reliability, and insight quality.
Leadership & Ownership: I led this initiative with overall executive ownership as Head of Product Management at Forte Group, working closely with Magnifi’s leadership and Forte’s engineering teams.
Focus: Translating product strategy into measurable improvements in AI performance, responsiveness, and end-user experience—without compromising explainability or trust.
Approach: Partner-led, human-in-the-loop product leadership combined with Forte Group’s strong engineering delivery, ensuring alignment between business goals, technical execution, and user outcomes.
What it demonstrates: How disciplined product leadership and high-quality engineering delivery can materially improve AI-driven products in regulated, trust-sensitive domains like investing.
Prior Work Note: This work was completed prior to IntoMO, during my tenure as Head of Product Management at Forte Group. I continue to hold Forte Group in high regard and believe they deliver excellent, reliable engineering execution.
Learn More:
Full case details are available on Forte Group’s website:
https://fortegrp.com/cases/performance-improvements-for-ai-investing-assistant
