What if banking became a conversation?

Role:
Senior Content/Conversation Designer

Deliverables:
Initial Wireframes

Conceptualization of Default Initialization Screens

Early Stage Process Flows

Go Live:
Tentatively Spring 2027



Named by yours truly 😊

Content Strategy For LLMs (Post Sign In)

  1. Create an interstitial page with important instructions and feature benefits of the new service

  2. Provide the value of using the chatbot to navigate through daily banking processes

  3. Introduce new users to the banking operations they can explore without even needing to prompt CIBC AI

How do Users enter?


How do Users engage?


  1. Add in intrinsic content that users are used to from banking flows that are already seeing daily usage.

  2. Employ information architecture that allows for actions to be conducted in the chatbot window without needing further LLM prompting.

  3. Allow for the LLM component to direct users if they activate error messages (shown above), need to initiate other processes or have general questions

A new era of banking that need not be so scary.

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