Designing Goldman Sachs’ first AI experience for wellness clients.
- Timeline
- Summer 20259 weeks
- Org
- Ayco Product and DesignAsset & Wealth Management
- Role
- Product Design Intern
- Focus
- UX & AI
The mission
Designing an AI assistant that helps people follow through on their financial wellness plans.
I joined the Wellness team in summer 2025 to explore how AI could fit into a financial wellness platform used by over a million people.
Talking with business, product, and coaching stakeholders, I traced a costly problem back to one root cause: clients arrived at coaching sessions unprepared.
I designed an in-flow AI assistant, A/B tested it against the current experience, and handed off a phased AI roadmap and high-fidelity prototypes to the team.
In A/B testing, vs. the current experience
- +27%on “understood how to complete the task”
- +150%on “feels personalized”
- +77%on “felt they executed the task”
This case study is password-protected.
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