Simplifying FinTech with Conversational AI & Personalization
Reducing complexity, accelerating tax-credit workflows, and improving customer confidence through conversational AI, personalized guidance, and intelligent automation.
Explore the experience
01 / PRE-QUALIFICATION
Start with the business, one step at a time.
The pre-qualification exploration separates company information, employee counts and the initial estimate into focused steps. Original light and dark variants follow the page theme.
Company information
A focused form for the business details at the start of the journey.
Employee information
A dedicated question for yearly employee counts.
View 1 more screen
MORE SCREENS
Additional screens
More screens from the original project exploration.
Initial estimate
An estimate screen introduces the next stage of the application. Values are design examples.
02 / PAYROLL DOCUMENTS
Keep the next action visible.
Payroll screens explore document lists, uploads, connection states and confirmation. Each state supports a different moment in the workflow.
Payroll document list
Monthly records and an upload option organize the payroll task.
Next payroll period
The workflow continues into another reporting period.
View 5 more screens
MORE SCREENS
Additional screens
More screens from the original project exploration.
Completed records
Completed months use a visible status indicator.
Upload in progress
Progress indicators and file actions make the upload state visible.
Connection needs attention
A connection-error state keeps retry and provider options available.
Upload confirmation
A confirmation state marks the completion of the document step.
Document actions
A dark interface exploration for viewing and managing uploaded records.
03 / INTERFACE PATTERNS
Consistent patterns across the experience.
Shared form controls, benefit-document views and a data-protection explanation connect the product. These are original interface explorations, with sample content.
Benefit documents
A mobile view of records, statuses and file actions.
Input fields
A consistent pattern for entering company details.
View 4 more screens
MORE SCREENS
Additional screens
More screens from the original project exploration.
Segmented choices
A grouped choice pattern for focused questions.
Multiple selections
Checkboxes support questions with more than one selection.
Single selection
Radio controls support a single answer within a group.
Data-protection explanation
An explanatory overlay appears within the document workflow.
INTERACTIVE PROTOTYPE
Explore the product and its design system.
The original project includes an interactive prototype and a shared design-system file.
FinTech IRMP
Open the original Figma resources in a separate tab. Figma access may be required.
Open Figma prototype in a new tabOpen design system in a new tabINTERACTION WALKTHROUGHS
See the interactions in motion.
Original project videos show the product direction and a voice interaction exploration. Play each video when you want a closer look.
Product overview
Original Innovation Refunds mobile app presentation.
Voice interaction
A short recording of the voice and text interaction exploration.
04 / RESEARCH & DESIGN
Research shaped the product direction.
Discovery combined domain research, stakeholder input, competitor analysis, a product audit and user interviews. Personas, flows, wireframes and prototypes supported the design process.
Discover & evaluate
Review MVP requirements and audit the experience through usability heuristics and the enterprise design framework.
Research & synthesize
Combine competitor review, stakeholder perspectives and user interviews through thematic analysis.
Structure the experience
Develop user flows and wireframes to connect the key tasks.
Prototype & test
Bring the visual direction into high-fidelity screens and an interactive prototype.