🕣 Duration: 1 Month
Empowering Users with Smarter Budgeting in NatWest Cora.
Empowering Users with Smarter Budgeting in NatWest Cora.
Cora is NatWest’s digital AI-powered assistant that helps customers with everyday banking questions and tasks via natural language chat. It’s available 24/7 and designed to answer a wide range of queries from simple help like how to download a statement to practical actions like resetting online banking or updating details.
My Responsibilities
Product Designer
Designed the dialogue scripts and conversational flows that shaped how the AI communicates with users.
Created the UI and interactive prototype to enable fast validation and quick user testing.
Team
Anna, Saimanikanta, and Deepak
My Responsibilities
Product Designer
Product Designer
Designed the dialogue scripts and conversational flows that shaped how the AI communicates with users.
Created the UI and interactive prototype to enable fast validation and quick user testing.
Team
Anna, Saimanikanta, and Deepak
Why This Project Mattered
Cora is NatWest's AI assistant. While it successfully handled customer service inquiries, we launched a Proof of Concept (PoC) to demonstrate the clear potential for expanding its capabilities by integrating with the AI-app Spending Tracker to address bigger customer pain points. Our project focused on one thing: transforming Cora into a powerful financial tool by integrating intelligent budget planning.
Why This Project Mattered
Cora is NatWest's AI assistant. While it successfully handled customer service inquiries, we launched a Proof of Concept (PoC) to demonstrate the clear potential for expanding its capabilities by integrating with the AI-app Spending Tracker to address bigger customer pain points. Our project focused on one thing: transforming Cora into a powerful financial tool by integrating intelligent budget planning.
The Problem to Be Solved
The Problem to
Be Solved
Problem 1: Spending Transparency
How can we make it quick and easy for customers who struggle to track the full lifecycle of their bills?
Problem 1: Spending Transparency
How can we make it quick and easy for customers who struggle to track the full lifecycle of their bills?
Problem 2: Where Cora Can Be Improved?
The existing AI/chatbot offers only basic functionality, limiting its ability to provide meaningful financial guidance.
Problem 2: Where Cora Can Be Improved?
The existing AI/chatbot offers only basic functionality, limiting its ability to provide meaningful financial guidance.
Problem 3: Lack of Spending Control
Users feel a lack of control over their budgeting and spending habits, making it difficult for them to make smart financial adjustments.
Problem 3: Lack of Spending Control
Users feel a lack of control over their budgeting and spending habits, making it difficult for them to make smart financial adjustments.
Where I come in
AI Conversation + Quick
Joined the project as Concept Strategist to help define the AI product’s direction. Leveraging my experience on The FA Copilot PoC, I translated ambitious ideas and user insights into a practical roadmap, establishing the UX and visual direction the team could follow.
STEP 1
Workshop & Discovery
STEP 1
Workshop & Discovery
After the project kickoff, I immediately launched a discovery survey to clearly find user pain points and prioritise exactly what needed fixing in the current chatbot.
Following the project debrief, I launched a comprehensive discovery survey to clearly define user pain points and prioritise the key areas for improving the existing chatbot experience.
STEP 2
Conversation Flow
STEP 2
Conversation Flow
By analyzing the survey, I found a key opportunity in financial support. This led me to define the AI's purpose and trigger, allowing the system to proactively provide insights and suggestions, rather than passively answering questions.
By analyzing the survey, I found a key opportunity in financial support. This led me to define the AI's purpose and trigger, allowing the system to proactively provide insights and suggestions, rather than passively answering questions.
Final Design
Final Design
If you need to hear the amazing story behind the
project, don't be a stranger and reach out
Anthony.kellly@gmail.com
If you need to hear the amazing story behind the project, don't be a stranger and reach out
Anthony.kellly@gmail.com
🕣 Duration: 1 Month
Empowering Users with Smarter Budgeting in NatWest Cora.
Cora is NatWest’s digital AI-powered assistant that helps customers with everyday banking questions and tasks via natural language chat. It’s available 24/7 and designed to answer a wide range of queries from simple help like how to download a statement to practical actions like resetting online banking or updating details.
My Responsibilities
Product Designer
Designed the dialogue scripts and conversational flows that shaped how the AI communicates with users.
Created the UI and interactive prototype to enable fast validation and quick user testing.
Team
Anna, Saimanikanta, and Deepak
Why This Project Mattered
Cora is NatWest's AI assistant. While it successfully handled customer service inquiries, we launched a Proof of Concept (PoC) to demonstrate the clear potential for expanding its capabilities by integrating with the AI-app Spending Tracker to address bigger customer pain points. Our project focused on one thing: transforming Cora into a powerful financial tool by integrating intelligent budget planning.
The Problem to Be Solved
Problem 1: Spending Transparency
How can we make it quick and easy for customers who struggle to track the full lifecycle of their bills?
Problem 2: Where Cora Can Be Improved?
The existing AI/chatbot offers only basic functionality, limiting its ability to provide meaningful financial guidance.
Problem 3: Lack of Spending Control
Users feel a lack of control over their budgeting and spending habits, making it difficult for them to make smart financial adjustments.
Where I come in
AI Conversation + Quick
Joined the project as Concept Strategist to help define the AI product’s direction. Leveraging my experience on The FA Copilot PoC, I translated ambitious ideas and user insights into a practical roadmap, establishing the UX and visual direction the team could follow.
STEP 1
Workshop & Discovery
After the project kickoff, I immediately launched a discovery survey to clearly find user pain points and prioritise exactly what needed fixing in the current chatbot.
STEP 2
Conversation Flow
By analyzing the survey, I found a key opportunity in financial support. This led me to define the AI's purpose and trigger, allowing the system to proactively provide insights and suggestions, rather than passively answering questions.
Final Design
If you need to hear the amazing story behind the
project, don't be a stranger and reach out
Anthony.kellly@gmail.com