Case Study: Finshape improves personal finance insights with UX studio’s AI chatbot design

Finshape designs an AI financial assistant in 3 weeks with UX studio

UX studio partnered with Finshape, a company in the finance industry, to tackle the challenge of integrating a generative AI-powered chatbot into a standard mobile banking app. The goal was to make this complex AI agent feel natural and inviting for users to help them gain more insight into their personal finances, from budgeting to planning.

The solution designed by UX studio integrated the chatbot at multiple points within the app and featured conversation starters to drive user engagement. Over a three-week timeline, UX studio created a concept that successfully motivated users to explore the chatbot's potential, which was well-received by financial institutions and helped convince Finshape's clients that they are reliable partners in hyperpersonalization and agentic AI delivery.

Finshape