🕣 Duration: 3.5 weeks

Empowering Users with Smarter Budgeting in NatWest Cora.

Cora is NatWest's AI assistant. While it successfully handled customer service inquiries, we identified a clear opportunity for it to address bigger customer pain points. Our project focused on one thing: transforming Cora into a powerful financial tool by integrating intelligent budget planning.

🌻POC

80%

Of research participants stated that the AI's tone was friendly and non-intrusive

The Problem

Many NatWest customers lack the tools to effectively track and manage their bills, leading to a lack of financial clarity and control. This presented an opportunity for NatWest to provide tangible value by expanding the capabilities of its AI assistant, Cora. The goal was to support users to better understand their spending habits and manage their finances directly within the app, ultimately promoting greater financial well-being.

My Role

I was brought onto the Cora project to help solve a specific problem: how could we make budgeting feel more human and helpful? As part of the team, I led the Proof of Concept (POC) design using AI and conversational interfaces, focusing on creating a solution that offered non-invasive, adaptive advic

🎨 Product Design

🤔 Strategy

💬 Conversation Flow

📱 Prototyping

If you need to hear the amazing story behind the project, don't be a stranger and reach out

🕣 Duration: 3.5 weeks

Empowering
Users with Smarter Budgeting.

Cora is NatWest's AI assistant. While it successfully handled customer service inquiries, we identified a clear opportunity for it to address bigger customer pain points. Our project focused on one thing: transforming Cora into a powerful financial tool by integrating intelligent budget planning.

My Role

I was brought onto the Cora project to help solve a specific problem: how could we make budgeting feel more human and helpful? As part of the team, I led the Proof of Concept (POC) design using AI and conversational interfaces, focusing on creating a solution that offered non-invasive, adaptive advic

🎨 Product Design

🤔 Strategy

🧭 System Flows

📱 Prototyping

The Problem

Many NatWest customers lack the tools to effectively track and manage their bills, leading to a lack of financial clarity and control. This presented an opportunity for NatWest to provide tangible value by expanding the capabilities of its AI assistant, Cora. The goal was to support users to better understand their spending habits and manage their finances directly within the app, ultimately promoting greater financial well-being.

🌻 POC

80%

Of research participants stated that the AI's tone was friendly and non-intrusive

If you need to hear the amazing story behind the project, don't be a stranger and reach out

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