Client : Microsoft
My role : Product Design Lead
Year : 2023 (V1)
Bringing intelligence and simplicity to finance
A custom built AI ecosystem designed exclusively for Microsoft Finance. It leverages a modular, plugin-driven architecture to provide nuanced interactions with financial data, policies, etc. all through a simple conversational interface.
** This projects is white-labeled & recreated due to NDA constraints. While core design insights remain intact, some details have been adapted.
Conversational Interface - AI
Enterprise-first innovation
Deployed before office copilots
Purpose-built for internal finance
Inspired by mobile patterns
Redefining UX conventions
Also embedded in Microsoft Excel
Expanding to productivity apps
Bottom navigation interface
Modular plugin system
Deep Ecosystem Integration
Conversation shaped by active plugin
Tailored to finance-specific needs
Key experience
Outstanding adoption & feedback
High engagement within first month
Validated with real-world usage
Exceptional response from users
New features already in pipeline
Designed to scale with demand
Built for long-term adaptability
Future-Ready Roadmap