Concerning the undertaking
We’re constructing an AI-powered assistant for relationship managers (RMs) at top-tier banks, designed to optimize the administration of $10M+ funding portfolios. The instrument will improve how RMs make selections, talk with shoppers, and mix AI insights with human judgment.
Period: 6–12 months (with long-term continuation potential)
Stage: From idea to MVP (zero-to-one)
Goal
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Ship a whole UX/UI system for the AI Assistant throughout desktop and cell
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Guarantee excessive usability for non-technical customers navigating complicated monetary knowledge
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Drive measurable enterprise outcomes: elevated AUM, RM productiveness, and shopper satisfaction
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Allow seamless collaboration between AI strategies and human decision-making
KPI
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100% production-ready design supply inside first 3 months
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+95% usability rating from inner/exterior RM testing
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Decreased common RM time-to-decision by 25%
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Elevated adoption fee of AI Assistant throughout pilot consumer base to >85%
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Measurable improve in AUM influenced by instrument use (TBD with analytics)
Areas of Duty
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Design the AI Assistant’s UX from scratch: wireframes, flows, prototypes, ultimate visuals
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Conduct in-depth consumer analysis with RMs and senior bankers throughout Asia
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Construct a scalable design system for responsive UI (desktop + cell)
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Collaborate immediately with AI/ML engineers to align UX with AI logic and transparency
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Outline and measure UX impression utilizing instruments like Mixpanel/Amplitude
Expertise
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UX/UI product design for complicated enterprise techniques
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Monetary knowledge visualization and decision-flow mapping
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Human-AI interplay patterns
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Figma design techniques and element libraries
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Design analysis, consumer testing, stakeholder interviewing
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Agile supply in 2-week dash cycles
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Glorious communication and documentation abilities
Data
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Wealth administration and personal banking workflows
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UX greatest practices for enterprise fintech instruments
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Cultural UX nuances in Asian monetary markets (most popular)
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Design for compliance-heavy, regulated domains
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Actual-time knowledge dealing with rules in interface design
Expertise
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5+ years in B2B/enterprise UX/UI product design
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Portfolio together with monetary or funding merchandise
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Confirmed observe document in launching AI-powered interfaces
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Expertise working immediately with C-level stakeholders
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Expertise transport merchandise to 100+ enterprise customers