Agentic AI

Purpose

Chase currently offers a chatbot within its banking app that responds to customer inquiries. This project aims to evolve that functionality by leveraging AI to develop a more agentic experience—one that actively assists users by drawing on a rich set of customer data and Chase’s diverse content. The goal is to deepen the understanding of customer needs and proactively help them complete tasks. It also enables users to easily manage past conversations and integrates these interactions with their banking activities, ultimately enriching not just their financial management but also their daily lives.


Roll & Challenges

As the design lead for this project, I was responsible for deeply understanding the product vision and translating it into a design direction that aligned with Chase’s brand identity. My goal was to convey a sense of sophistication and trust—core values of the Chase brand—while also introducing a premium and intelligent experience that reflects the capabilities of Agentic AI. I developed a design strategy that balanced reliability with innovation, ensuring that customers felt both secure and empowered by this next-generation service, and applied this vision consistently across the product experience.

Project direction

To align with Chase’s evolving premium brand image—rooted in trust and professionalism—I began by creating a mood board to establish a refined visual aesthetic. Inspired by the elevated design of Chase’s latest credit cards, I translated that look and feel into interactive elements that highlight important updates and decision points.


Rather than relying on uniform text sizes and colors for information delivery, I used display typography and gold accents to draw attention to key messages, creating a sense of hierarchy and focus. To help users better understand complex financial and lifestyle data, I designed custom data visualizations that simplified information at a glance.





I also developed a consistent card-based layout system to present various options and insights in a digestible, visually appealing format. Lastly, by incorporating dynamic visual responses for both voice and text-based queries, I enhanced the overall user experience with a more engaging, responsive interaction model.