AI-Powered Personal Finance

AI-Powered Personal Finance

Summary

Summary

In 2022, Libro launched a plan to leverage machine learning to improve customer's financial habits.

I led the end-to-end design, behavioural design, and growth initiative of this project.

Navigating challenges in vendor relationships, stakeholder alignment, and change management.

The project launch was ultimately a success.

Chat with my AI voice agent at the top of the screen to dive deeper into this project.

Services

Services

AI Product Design

Year

Year

2022-2023

2022-2023

Client

Client

Libro Credit Union

Libro Credit Union

Impact

Impact

200% MoM increase in acquisition

200% MoM increase in acquisition

Closer to open banking readiness

Closer to open banking readiness

First product launch on schedule

First product launch on schedule

Partners

Partners

Rossul, MX

Rossul, MX

AI-Powered Personal Finance

Summary

In 2022, Libro launched a plan to leverage machine learning to improve customer's financial habits.

I led the end-to-end design, behavioural design, and growth initiative of this project.

Navigating challenges in vendor relationships, stakeholder alignment, and change management.

The project launch was ultimately a success.

Chat with my AI voice agent at the top of the screen to dive deeper into this project.

Services

AI Product Design

Year

2022-2023

Client

Libro Credit Union

Impact

200% MoM increase in acquisition

Closer to open banking readiness

First product launch on schedule

Partners

Rossul, MX

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