Case Study: Leading the Development of an AI Investment Chatbot at Lloyds Bank

As the lead on this groundbreaking project at Lloyds Bank, Julie spearheaded the creation of the bank’s first AI-driven investment chatbot. From initial discovery to final implementation, Julie guided a cross-functional team of engineers and UX designers through a year-long process, ensuring the solution was tailored to meet customer needs and deliver measurable results.

Through extensive focus group testing and iterative refinements, Julie ensured the chatbot was intuitive, user-friendly, and capable of providing 24/7 support to over 250,000 customers. This innovative solution not only streamlined investment applications but also transformed the customer experience, making it faster, more accessible, and more engaging.

This project exemplifies how AI can revolutionize customer engagement, driving both innovation and operational efficiency in the financial services industry.