Product Development For AI-Powered Fintech App Hope the Money Bot

REBRAND / UX & UI

Product Development For AI-Powered Fintech App Hope the Money Bot

Summary

Digital Dames was challenged with the task of product development expansion & rebranding for the artificial intelligence fintech tool – Hope the Money Bot. The client wanted to improve user experience and create a personality around the tool, like you see with companies like Geico, making it feel more accessible and trustworthy.

Our branding approach was “how can we make Hope, an AI chatbot, feel more human”?

Our Roles

Branding/Marketing Strategy
User Interaction & Experience Design
Systems Design & API Data Mapping for Partner Integrations

About Hope

From the early startup days, Hope Bot selected Digital Dames as their product development partner, to help deliver their game-changing technology.

Aiming to help everyday Americans break the poverty cycle, the mobile chatbot offers a variety of amazing features that help users to spend wisely, save more and build wealth using their trademarked AI-powered technology backed by behavioral science.

The Solution

Character design and branding
Visual identity and architecture redesign
Onboarding sequence strategy and redesign
Menu and content restructure

Smart AI Chat Bot API Integration Mobile Coach
Bill Fixers API Integration
Lifecents API Integration
Yodlee bank account API Integration

Onboarding Sequence Strategy & Redesign
The entire visual identity of Hope’s Budget Manager tool was reworked with intuitive buttons, mobile-first layouts and new copywriting to introduce the features of the app.

Character Design & Branding
To enhance trust among our user base, we expanded on the Hope character to provide a friendly face to the AI-powered financial coaching robot.

Systems Mapping for API Integrations
Designed the user flow to help customers connect bank accounts, upload bills and manage their budgets using third party technology integrations with Hope.

Enhanced User Flow
In order to help users understand the sequence of steps to engage with Hope’s Budget Manager features, new checklists and commitment pledges were introduced to guide customers through their profile setup process.

UI Restructure
Before and After

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Outcome

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399% increase

Conversion rate for new user account signups

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237% increase

New user checklist onboarding completion

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129% increase

Bank account connection conversion rate

Phase 1: How Does A Project Start?

Product Analysis, competitive research and strategizing new flows for enhancing user experience.

Phase 2: User Interaction Design?

Here we map out all new user user flows in updated branding.

Phase 3: Interactive Prototype

Product Analysis, competitive research and strategizing new flows for enhancing user experience.

“I have had the pleasure of working with Digital Dames for years and I have been nothing but impressed with the level of professionalism, detail, organization for analytical thinking.

I have tried several other firms in my more than 15 years in business, but they are by far the most effective and efficient, the best! I would be happy to provide more specific details if you need, but I would highly recommend the team at Digital Dames.”

Kevin Murphy

CEO, Hope Money Bot / Umbrella Financial

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