Converse with Financial AI That
Actually Understands Your Customers

My Contributions

The Opportunity - Conversational AI

The Challenge

Product Life Cycle 1: Introduction
Finie Web App

There's a gap in the market, let's build something

How do people want to interact with Financial AI?

Goal: Direct the future of banking
Motivations: grow new customer, saving costs, better customer relationship, and utilize technology

"What I really liked is that it seemed to understand what I was saying even though I wasn’t as clear. You can talk to [Finie] and it can spit it back to you so you could do it in the car, or walking around carrying groceries."

Customer Testimonails
Ronda Executive @ Banking

Goal: Integrate new technology
Motivations: more secure products, flexible to integrate

"I think it is very convenient that it can itemize my income and expenditures very quickly, and it's easy to use... Having your banking status in an audio form, that’s big for people. And [The interaction] was very clean and concise."

Customer Testimonails
Josh Product Manager @ Tech

Goal: Adopt new technology to do better finance
Motivations: efficiency, effective, secure, and delightful experience

"I would imagine myself doing this more at home that’s where I would tend to check my finances and get a quick check. I like the idea of being able to speak because I could just ask questions quickly."

Customer Testimonails
Nancy Mom @ Home

If Finie were a person, what will Finie be like?

Data Source: Lu Huang, conversational AI, N = 12, July. 2016

First Public Release - See It Live
Finie was first launched on September 9, 2016 at Finovate NYC, and we won ‘Best Of Show’.

Product Life Cycle 2: Growth
Finie Mobile App

How might we use the most advanced conversational AI to empower people to stay better informed?

Product Iterations

Product Life Cycle 3: Leap
Spotlight AI Training Platform

How might we provide customization for people?

Product Life Cycle 4: Integration

B2B2C: Make the conversational AI robust to people

A user ask Finie on Alexa to make
better spending decisions
View It Live on Youtube

Next Project