Project 1: Analyst Persona Mode

Expanded Problem Statement

Financial analysts often need to tailor their communication to different audiences like junior analysts, portfolio managers, or regulators. However, current AI systems lack contextual awareness for these roles, leading to one-size-fits-all responses. Pain points include:

• Junior analysts feeling overwhelmed by technical jargon.

• Senior portfolio managers getting too much detail when they need high-level insights.

• Regulators requiring strict, compliant language but receiving casual tones. These mismatches slow decision-making and require manual reformatting, wasting analysts’ time and causing frustration.

Feature Description

Analyst Persona Mode is an AI-driven feature that adjusts output style and detail based on the selected persona:

• Junior Analyst: Simplified language, educational context for complex terms.

• Portfolio Manager: Executive summaries with key metrics and trends upfront.

• Regulator: Formal tone with compliance-focused phrasing and complete audit trails. This mode dynamically formats reports, explanations, or summaries according to the user’s persona, ensuring that each audience sees the right depth of information sparklinecapital.com. Key components:

• A persona selector in the UI (dropdown or toggle).

• Predefined language and formatting templates for each persona.

• Real-time adjustment of content as persona changes.

Deliverables

• UI Mockups: Screens showing persona selection and sample outputs for each persona.

• Style Guides & Templates for persona-based formatting.

• Prototype Script that transforms a sample financial analysis into each persona’s style.

• User Feedback Log capturing how often and why analysts switch personas.

Skills to Manage

• UX Design: Crafting intuitive persona-selection interface.

• Financial Domain Expertise: Understanding how communication needs differ (e.g., compliance for regulators).

• NLP & Prompt Engineering: Tuning AI outputs to follow the tone and complexity levels of different personas.

Risks to Manage

• Misclassification Risk: AI might apply the wrong style if it misidentifies context; needs clear user controls.

• Over-simplification: Junior analysts still need substance; ensure key data isn’t lost when simplifying.

Adoption Risk: Analysts may trust their own formatting over AI’s. Strong onboarding and explanations for style choices will be needed to build trust in the system.