This is the fourth and final post in a mini-series on The Three E’s of AI Success. Catch up on the previous posts here.
When it comes to evaluating AI success, it can be tempting for firms to focus on metrics relating to the performance of the tools themselves: model accuracy, time savings, throughput gains, and so on. But to properly measure the success of AI initiatives, we must broaden and recenter our focus—on the human users of the tools, not just the tools themselves.
The key question: Is the user experience driving adoption? Because with AI-enabled solutions—to riff on the famous mantra from Field of Dreams—if you build it, will they come? Maybe, but there are no guarantees. An AI tool can have all the potential in the world, but if it is not designed well, its capabilities (and all the investment spent developing them) will effectively be wasted.
That’s why our last E for AI success is Experience-First—we prioritize the experience of the people using our solutions, whether they are technologists, operations leaders, asset managers, advisors, or investors. Experience-first AI is built with trust and transparency at its core, because only when users feel comfortable—understanding AI’s sources, reasoning, and recommendations—will they feel confident incorporating such tools into their day-to-day workflows.
Here are some of the ways this approach shapes our AI innovation.
Human Moments, Not AI Use Cases
Centering user experience in our design process means starting with the moments that matter most to users—not just extrapolating possibilities based on technological capabilities. Across wealth managers, asset managers, and corporate issuers, these critical human moments are often defined by time pressure, complexity, and risk:
- An advisor preparing for a client meeting in minutes, not hours
- An operations team resolving an exception before market close
- A compliance officer responding to an urgent audit request
- An investor relations team striving to maximize shareholder participation
AI should be introduced to meaningfully improve these moments—by reducing cognitive load, minimizing manual effort, or lowering the risk of error. To that end, we design AI-enabled tools with users’ unique requirements in mind—bringing together the right blend of data analytics, workflow automation, and actionable recommendations to help them achieve their goals more easily.
Our team is continually expanding our portfolio of AI-powered solutions for real human needs across the investment lifecycle—ranging from document processing for investor communications teams, to predictive analytics for business strategists, to code review for software developers. Successful adoption of AI happens—and scales—one user, one moment at a time.
Intuitive Integration
For all the attention AI receives in industry conversation, the irony is that it works best when it is practically invisible. Advisors, portfolio managers, operations teams, and issuers already rely on trusted systems and routines. An experience-first approach means AI is seamlessly integrated into existing workflows, only surfacing to enhance user experience, rather than disrupt it.
Embedding intelligence into users’ core data management screens, workflow tools and client portals reduces context switching and accelerates adoption. AI outputs should align with what different workflows demand; some require direct, discrete answers, while others need a summary of information or a recommended interpretation. When AI feels like a natural extension of familiar tools, it becomes part of daily work rather than an optional add-on. That’s why we’re building a centralized AI platform that invisibly infuses intelligence throughout our solutions.
For example, instead of asking ops teams to query a standalone AI tool, they’ll automatically receive intraday briefings that synthesize recent activity, call out exceptions, and recommend action items—right where they already work. Brought to life as a quiet helping hand, the technology of AI fades into the background even as its impact grows. Having a centralized platform behind the scenes also eases the critical tasks of governance, compliance, and auditing.
Creating Confidence through Context
As AI becomes more prevalent and enthusiastically embraced throughout our ecosystem, users are right to be a little cautious about the outputs. AI is by nature confident in its responses, even when it carries the disclaimer that its accuracy may need checking. How can we improve AI models’ relevance and accuracy to in turn improve user confidence?
Building confidence ultimately comes from building context—contextually layered intelligence behind the scenes. We can see the importance of domain-specific expertise at the large-language model (LLM) level, where the nuances of financial instruments, analytics, and regulatory frameworks are key for fine-tuning AI's underlying reasoning capabilities. Similarly, we believe there is also an opportunity to infuse meaningful domain-specific context one level up, at the solutions and user interface level.
After working side-by-side with top asset and wealth managers for decades, we’ve come to understand what our clients face every day—their workflows, their challenges, their long-term goals. Over time, we have accumulated not just institutional knowledge, but also proprietary processes and content. Our products have always been shaped by that experience and information, translating what we know into tools that actually help. Now, with AI in the mix, we’re channeling our expertise into solutions that are smarter and more relevant than ever—solutions that marry underlying LLMs’ domain intelligence with our own.
When we combine structured data with deeper meaning, platform expertise, and firm-level insights—grounded in user, industry, and regulatory context—we transform information into context-rich intelligence. By modeling common workflows, anticipating challenges, and incorporating regulatory requirements, we deliver solutions with more accurate answers and recommendations, empowering our users to make more confident decisions. Plus, built-in measurement and feedback loops augment our innovation efforts with real-time data and user-generated ideas.
Summing Up the Path to AI Success
That wraps up our series on The Three E’s of AI Success. We hope you’ve found value in our approach to AI-driven innovation, guided by the three design principles of Embedded, Efficient, and Experience-First. These ideas help us develop intuitive, user-friendly, value-adding solutions that accelerate our clients’ success.
To discuss how BetaNXT can help your firm harness AI to fuel your growth, send us a message and our team will get in touch with you soon.
