Boldin
Fintech
Startup
AI
AI Insight Summary
With AI being everything, everywhere, all at once we wanted to be deliberate about where it fit for our audience. Our users had an appetite for AI, but do they trust it with their real data in our planner? We had to find out.
For this beta feature, 3 questions came to mind:
Is this helpful and did our audience want it?
What's the setup, cost, and maintenance?
Will it drive upgrades?
Hint: Yes, worth the ROI, and yes.
Sept – Nov 2025
Free Trial rate
Second highest converting feature
Beta users
In test
Two Design Concepts
The page-level summary was selected for Phase 1 to contain cost and effort during the test. It also allowed the team to validate whether AI Insight Summaries drive engagement at all before investing in more granular chart-level experiences.
Per chart summary
Each individual chart on an Insight page gets its own AI summary button. Generates highly specific context per data point.
pros
Granular, chart-specific context
Richer Amplitude data on pain points
Surfaces hidden user confusion
Cons
13–16 prompts per page
Higher LLM cost at scale
Complex tracking setup
Page-Level Summary
One AI summary per Insight page, surfaced via a prominent CTA. Covers all charts in context with user-specific financial details.
pros
1 prompt per page cost efficient
Lower engineering effort
Holistic narrative for the user
Cons
Less chart-specific detail
May miss power user needs
Single summary may not catch all
Per chart summary
Page level summary
Control vs Beta
Page views & engagement
Users who saw AI Insight Summaries visited Insight pages at higher rates than those who didn't (control). Every page showed a lift with some nearly doubling.
Taxes
7.27 → 14.62 avg views
Savings
6.17 → 13.12 avg views
Income & expenses
5.68 → 10.28 avg views
Users didn't just glance at these pages, they returned to them to re-examine their plan and explore more deeply rather than bouncing.
superlative
Most likely to succeed
We killed AI Insight Summaries. Dead.
Ok, ok— what we saw was amazing. Our audience had a hunger for AI and after reviewing the cost and engagement, we decided to implement AI throughout the planner with a new AI Planner Assistant (details to come).
She has a rare ability to balance creative vision with the rigors of engineering feasibility and established UX patterns. This commitment to consistency and open communication made her a highly respected and sought-after collaborator across the engineering org.
Brett S.
Frm. VP of Engineering
Boldin
Zenia is a leader within the design team, often tackling the most complex user flows, such as the scenario work, where her involvement has been essential.
Patrick H.
Product Manager
Boldin
She also brings a thoughtful, methodical approach to her work, grounding decisions in research, clear rationale, and post-test results. This structured and reflective approach ensures that initiatives are well-
informed, measured, and aligned with broader team objectives.
Brendan T.
Growth Marketing Manager
Boldin