Products / P-03 · AI assistant
LegacyAI.
A GenAI chat assistant that gives a bank's inheritance specialists instant answers during live client consultations, designed, built and shipped as an MVP in under two months.

01
Context
30.11.2022
ChatGPT goes liveA bomb was dropped, one that promised to reshape the tech industry and the way the whole world works. ChatGPT went live, and the rest is history.
Like many of the great breakthroughs of the past century, the public launch of this new kind of large language model shook the foundations of our time. It was quiet at first, but before long the technology was on everyone's lips and at everyone's fingertips. A new era had begun, and I, like everyone else, soon had to face what it meant.
02
Discovery
From manuals to answers
Once the technology's potential was clear, our client, the largest bank in Italy, asked us to explore how it could streamline their operations. We identified a key area of work and ran a series of discussions and interviews to define the problems and scope the initiative.
The bank's inheritance division became the first test case. Its specialists relied on dense physical manuals or scattered digital resources to find information: slow and inefficient, especially while advising clients live.
- Dense physical manuals
- Information scattered across digital resources
- Slow answers during live consultations
- Instant access to the relevant knowledge
- Faster client interactions
- Less cognitive load for advisors
- Role
- UX/UI Designer, Design Team Lead
- Duration
- October 2023 – March 2024
- Users
- Inheritance banking specialists
The goal
A GenAI-powered chat trained on inheritance content, with an experience tailored to inheritance specialists: intuitive, efficient and woven into their daily workflow.
My responsibilities
Stakeholder meetings and requirements; shaping the solution with product owners and developers; designing the full experience and the chat interface; extending the new web design system with dedicated components; and leading the design team, with a focus on interaction design and UI animation.

03
Designs
Shipped in two months
In under two months we defined, designed and shipped a fully working MVP, immediately put to use in the client's workflow. Iterations and user feedback then led to improved versions and more GenAI chats, each tailored to a different strategic area of the bank.
A few examples from the final interface:


04
Takeaways
Takeaways
- Real needs first
Identifying real user needs early was key to delivering a fast, effective solution.
- GenAI is not one-size-fits-all
Even simple chat interactions vary between user groups and need UX tailored to their specific needs.
- Listening drives impact
Each version of LegacyAI covered different topics and expertise, and listening to end users is what made the difference.