Approach

• AI-Powered Signal-Based Relationship Management

• Rapidly audited an existing platform in 3 days and delivered a vision prototype in under 3 weeks.

• Led design thinking workshops with data scientists, engineers, business stakeholders, and senior leadership.

• Mapped out task flows and user stories aligned to business goals around trust-building and revenue growth.

• Designed a Figma prototype with custom components to demonstrate how AI could streamline and personalize banker-client interactions.

Key Features

• Loan Pricing Simulation: Allowed bankers to explore data-driven loan terms in real-time, tailored to customer acceptance probability and revenue impact.

• Lead & Signal Management: Surfaced alerts for overexposed credit, attrition risk, and high-value opportunities—improving time allocation and portfolio focus.

  
  

Impact

“I would have Lucas on my team again in a heartbeat.”
— Senior Partner & Managing Director