AI Wealth Management Assistant Mockup

Astha.ai: turning AI hesitation into banking self service

Designing a secure, transaction capable visual banking cockpit that redirects high touch inquiries and bypasses prompt anxiety for private wealth clients.

Designed for a leading private banking platform, this project established the conversational interface and visual cockpit infrastructure that allows high net worth clients to query, execute, and authorize complex financial transactions. To address prompt anxiety and compliance locked operational risks, the system maps rigid transactional boundaries separating automated actions from safe human in the loop escalation gates. The core design architecture utilizes a dual guided panel structure: an active conversational prompt stream side by side with a real time visual transaction cockpit, shifting the user interaction from opaque text queries to high trust interactive validation cards. This secure intent mapping and structured refusal matrix consolidated fragmented banking services and successfully boosted customer satisfaction metrics, driving NPS from 7 to 9.2 while reducing support call overhead by 34%.

🔒 Classified / Under NDA. Due to banking regulations, security compliance requirements, and national financial infrastructure rules, all interface designs, conversational datasets, and operational system flows are completely confidential. Full interactive workflow walkthrough is available upon request during portfolio presentation.