The problem.
Make an unfamiliar AI-finance proposition understandable without drowning visitors in product mechanics.
The thinking.
Lead with the customer outcome, then reveal how agents and automation support financial tasks.
What I worked on.
Created a focused product narrative, responsive visual hierarchy and interaction cues that make the proposition easier to scan.
What changed.
A clearer product story showing how AI agents can automate parts of a customer's financial life.
Evidence is presented in its original context. Client or business-reported results should not be read as guaranteed outcomes or single-channel attribution.