Context
Many Bank of America customers were eligible for savings and investment products but lacked confidence to act, leaving growth unrealized.
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Problem
Users needed timely, personalized, and trustworthy guidance, not generic financial advice, and the bank lacked a scalable way to deliver it.
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Solution
I designed a GenAI-powered financial guide within Erica (Bank of America’s Digital Assistant) that delivers contextually relevant education and personalized recommendations during everyday financial behavior.