Building an AI assistant for a financial app

I lead the design of the first version of an AI-powered chatbot that reduced data analysis time in 20%.

Duration

6 Months

2024

Building an AI assistant for a financial app

I lead the design of the first version of an AI-powered chatbot that reduced data analysis time in 20%.

Duration

6 Months

2024

Building an AI assistant for a financial app

I lead the design of the first version of an AI-powered chatbot that reduced data analysis time in 20%.

Duration

6 Months

2024

Context

Help users analyze big data tables by providing accurate and fast results through a new AI feature integrated into their financial app. The product should clearly communicate its limitations, scope and information security.

Context

Help users analyze big data tables by providing accurate and fast results through a new AI feature integrated into their financial app. The product should clearly communicate its limitations, scope and information security.

Context

Help users analyze big data tables by providing accurate and fast results through a new AI feature integrated into their financial app. The product should clearly communicate its limitations, scope and information security.

My process

  • Conducted UX research interviews to identify processes suitable for AI automation.


  • Benchmarked other AIs to quickly integrate key interface features like feedback gathering and disclaimers.


  • Designed accessible visualizations for bar charts, pie charts, and tables to ensure clear and practical data representation.

My process

  • Conducted UX research interviews to identify processes suitable for AI automation.


  • Benchmarked other AIs to quickly integrate key interface features like feedback gathering and disclaimers.


  • Designed accessible visualizations for bar charts, pie charts, and tables to ensure clear and practical data representation.

My process

  • Conducted UX research interviews to identify processes suitable for AI automation.


  • Benchmarked other AIs to quickly integrate key interface features like feedback gathering and disclaimers.


  • Designed accessible visualizations for bar charts, pie charts, and tables to ensure clear and practical data representation.

Context and product needs

Creating a chat-style interface was not a problem, the real challenge was building user trust throught the AI.

Building trust within a chat bot by:

Including relevant suggestions for common prompts.

Displaying informative messages during loading states to explain system processes and justify any delays.

Key elements to build trust in the AI assistant include giving users control with action buttons, adding a feedback option to improve responses, and showing clear warnings with the ability to report issues to support.

Designing Data for Decision-Makers

Why charts mattered for this use case

In this project, incorporating responses in the form of charts was essential. For our finance professional user persona, who relies on quick access to reports and insights, data visualisation provided a faster, clearer way to consult large databases. By embedding charts directly into the chat, I enabled users to interpret results more efficiently and integrate the feature into their daily workflows.

Designing for clarity in complex interfaces



This was the most challenging aspect of the collapsed chat. To improve accessibility and readability, I added the ability to expand graphs to full screen, which makes complex data easier to explore and understand. This reflects my approach to work, which involves analysing edge cases of the interface to ensure the most seamless and pleasant user experience.

Metrics and Results

  • 90% of beta users reported high satisfaction and confirmed they would continue using the AI assistant.


  • Rapid prototyping accelerated development by 20%, making data visualization clearer and easier to use.


  • The AI assistant quickly became a key selling point, strengthening the company’s market positioning.

Metrics and Results

  • 90% of beta users reported high satisfaction and confirmed they would continue using the AI assistant.


  • Rapid prototyping accelerated development by 20%, making data visualization clearer and easier to use.


  • The AI assistant quickly became a key selling point, strengthening the company’s market positioning.

Metrics and Results

  • 90% of beta users reported high satisfaction and confirmed they would continue using the AI assistant.


  • Rapid prototyping accelerated development by 20%, making data visualization clearer and easier to use.


  • The AI assistant quickly became a key selling point, strengthening the company’s market positioning.

My learnings

  • While AI can effectively support task completion, its true value comes from tailoring optimizations to the specific use case and industry context, ensuring meaningful impact for the end user.


  • AI needs to be explored, tested, and integrated across product design processes to unlock its full potential and create lasting value.

  • It’s essential to refine UX details in close collaboration with engineers. AI-driven features demand thorough testing and careful attention to detail.

My learnings

  • While AI can effectively support task completion, its true value comes from tailoring optimizations to the specific use case and industry context, ensuring meaningful impact for the end user.


  • AI needs to be explored, tested, and integrated across product design processes to unlock its full potential and create lasting value.

  • It’s essential to refine UX details in close collaboration with engineers. AI-driven features demand thorough testing and careful attention to detail.

My learnings

  • While AI can effectively support task completion, its true value comes from tailoring optimizations to the specific use case and industry context, ensuring meaningful impact for the end user.


  • AI needs to be explored, tested, and integrated across product design processes to unlock its full potential and create lasting value.

  • It’s essential to refine UX details in close collaboration with engineers. AI-driven features demand thorough testing and careful attention to detail.

The needs of pleasure

are obeyed by design.

Reach out to dive into my professional background or exchange life stories.

The needs of pleasure

are obeyed by design.

Reach out to dive into my professional background or exchange life stories.

The needs of pleasure

are obeyed by design.

Reach out to dive into my professional background or exchange life stories.