Evalu8 is an AI-powered training platform built to transform how financial advisors enhance client communication.
Brand Identity
Product Design
Statement:
The product uses AI-generated roleplay, personalized scoring, and real-time feedback to accelerate learning—especially in high-stakes environments like cold calls and complex financial conversations.
I aimed to design a seamless, trust-building user experience that balances AI innovation with a human-centered approach tailored to the financial industry.
Personal Goals:
Design a credible, intuitive platform that appeals to both individual advisors and enterprise-level teams.
My Role:
As a designer, I led the entire creative process—from UX and research through UI design, interaction, brand identity, and final visuals. I worked closely with the founders to deliver a functional and visually strong MVP in just two weeks.
Approach:
Competitive Analysis
User Research
Prototyping
Iterative Process
Challenge:
The product faced several challenges:
Balancing AI automation with human empathy.
Building trust around AI scoring in a heavily regulated, people-first industry.
Minimize cognitive load while navigating simulated client scenarios.
Highlight measurable performance to drive engagement and motivation.
Approach:
Competitive Analysis
User Research
Prototyping
Iterative Process
Outcome:
Designing Evalu8 was about merging AI innovation with deeply human interaction patterns. From training simulations to performance analytics, every touchpoint was crafted to feel approachable, insightful, and empowering for users navigating a high-stakes industry.
