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SOLDO CONCEPT AI

Revolutionizing Financial Management Through Conversational AI

Role

Lead Product Designer

Platform

Web Application

AI Interface

Team Formation

Cross-functional Team

Product Design, Engineering

Product Management

Duration

2024

PROJECT OVERVIEW

The Future of Financial Interaction

This concept is based on the idea of using a design approach that allows interaction with an AI or an early version of a chatbot. While somewhat futuristic, it aligns with current expectations, where many users prefer to interact with digital products through natural communication methods, like writing.

The Challenge

Traditional financial management interfaces require users to navigate through multiple screens, forms, and processes to complete routine tasks. Users often struggle with complex navigation, manual processing, and constant context switching.

The challenge was to reimagine how users interact with financial data and processes, moving from traditional UI patterns to conversational interfaces that feel natural and intuitive.

The Solution

The Soldo Concept AI introduces a conversational interface that allows users to interact with financial data and processes through natural language. This approach transforms how users engage with financial management tools, making complex tasks as simple as having a conversation.

BUSINESS IMPACT

Transforming User Experience Through AI

Use Case Example

For example, we address a common task: the ability to approve or decline expenses based on specific information. Flavia can approve all expenses that are within policy, with AI support, and request additional information for out-of-policy expenses.

Future Vision

This simulation highlights the potential power we can integrate into Soldo, improving automation and reducing manual actions users perform daily. The goal is seamless task completion within Soldo.

Key Results

Reduced Task Completion Time

Streamlined workflows through conversational interface eliminate multiple screen navigation

Improved User Adoption

Natural interaction methods increase engagement and reduce learning curve for new users

Enhanced Automation

AI-powered decision making reduces manual overhead while maintaining user control

THE SOLUTION

Conversational Financial Management

I designed a comprehensive AI-powered interface that enables natural language interaction with complex financial systems. The solution transforms traditional form-based interactions into intuitive conversations, making financial management accessible and efficient.

New Elements in the Concept

  • New navigation optimized for AI interaction
  • AI chat interface for natural task completion
  • Data accounts with intelligent presentation
  • Quick actions accessible through natural language

Design Principles

  • Conversational first approach to interaction design
  • Context-aware AI that understands business intent
  • Progressive disclosure based on conversation flow
  • Seamless integration with existing workflows