Situation
Arken is an AI co-pilot for the Bank Investment Department, created to simplify the professional routine of Relationship Managers (RMs) by helping them collect external insights and internal data, while providing them with a client-focused tool. The project was initiated by
Neurons Lab for an existing APAC client, with the intention to scale it globally in the future.
Task
As Product Designer, I was invited to create the 0→PoC version, including UX research and validation of a proof-of-concept solution that aligned with pre-established OKRs.
The solution had to address two major objectives:
- Support RMs in handling Q&As and analyzing data for Portfolio Summary and Proposal Creation.
- As revealed later through user interviews, enable Client Management Personalization to improve client engagement and workflow efficiency.
Action
I onboarded with the Neurons Lab team, conducted stakeholder interviews, and collaborated with a cross-functional group including LLM engineers. Through a series of user interviews, I defined the key pain points of Relationship Managers and translated those insights into actionable product features. The entire PoC was designed using AI tool v0.app, validated through multiple user testing rounds, and refined over several design iterations.
Result
The initial iteration was delivered within 19 hours, including all preliminary work. The final PoC design, completed after two rounds of verification, was delivered in 90 hours, achieving an acceptance score of 4.5 out of 5 among end users.