Prosperity Hub: Defining Product Strategy for Conversational AI in Finance

My Role: Design Lead, Product Strategy | Timeline: 6 Months | Team: 6 designers, 2 researchers, 2 strategist | Scope: AI_driven personal finance platform (UK, US, & Germany)

How I set expereince direction for an AI-first platform across multiple markets.

Prospera explored how conversational AI could reduce financial anxiety across markets with different levels of financial maturity. I leg product and experience strategy, aligning teams around a core insight that secured a banking partnership.

  • Outcome
  • Secured a banking development partnership
  • Validated multi-market strategy
  • Defined product and personalization blueprint
  • Positioned emotional design as a differentiation

The Challenge

The market was saturated with AI chatbots, users avoided traditional financial tools, and the product needed to scale across different regulatory and cultural contexts.

My Approach

I reframed the problem around emotional barriers rather than financial literacy, set a conversation-first strategy, and defined a scalable architecture that balanced trust, transparency, and automation.

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