Designing Hyper-Personalized Financial Co-Pilots

TL;DR: A hyper-personalized financial co-pilot designed to build trust by grounding a Large Language Model&rsquo;s advice in a user&rsquo;s unique goals. Current digital financial advice often fails to build the deep, competence-based trust required for meaningful user adoption. While my previous research highlighted the role of humor and personality in driving engagement, high-stakes domains like…