AI-Native Senior Product Designer · Financial Finesse · 2026

One AI financial coach, designed and built to feel native everywhere — the Hub, client sites, and Microsoft Teams

Aimee is Financial Finesse's AI financial coach. I designed its front end end to end — visual language, interaction model, a component contract, and coded prototypes. Engineering built the SDK in React and A2UI from those, and I merged the design-system layer and four components into it myself.

3 surfaces
Hub · client sites · Teams — one codebase
1 system
Design system + locked component library
Design → build
Front end owned end-to-end
Aimee — the AI coach in action
At a glance

Aimee is Financial Finesse's AI financial coach, shipping to the Hub, an embeddable client widget, and Microsoft Teams. Engineering built the Aimee SDK in React and A2UI from Bri's coded prototypes and spec. She then merged the design-system layer and the empty-state, conversations, icon, and card-shell components into the production SDK herself (32 commits, July–August 2026).

Role
AI-Native Senior Product Designer · front-end design & coded prototypes
Scope
Front-end design · Design system · Coded prototypes · Production components
Surfaces
Hub · Client sites · MS Teams
Stack
Next.js · Tailwind · Recharts · A2UI
My Role

Front-end design, coded prototypes, and production components

Visual & Interaction

Defined Aimee's visual language and interaction model — how she talks, streams, surfaces content, and brings in a human coach.

Design System

Wrote the spec (DESIGN-SYSTEM.md: tokens, typography, every chat and card component, chart rules, accessibility hard-rules, an anti-patterns list), then the tokens themselves as the styles layer of the production SDK.

Component Library

Built a locked, approved library — a component "API" of reusable in-chat blocks — that engineering could implement 1:1.

Prototypes

Designed and coded high-fidelity interactive prototypes — real HTML/CSS/JS with live streaming, animation, and state — to test flows before a line of production code.

Multi-surface

Designed the embeddable SDK widget for client sites and adapted the same system to Microsoft Teams — all hostable through UberAdmin.

Coded by me

The interactive prototypes (HTML/CSS/JS with live streaming and state), the component contract, the engineering spec (Next.js + Tailwind + A2UI), and, in the production SDK, the design-token layer plus the empty-state, conversations, icon, and card-shell components: 32 commits, July–August 2026.

Built by engineering

The Aimee SDK itself, in React and A2UI, built by the platform engineers from my prototypes and spec and implemented 1:1; the host provisioning through UberAdmin; the model and coaching back end.

The Problem

One coach, three very different homes

Aimee had to live in three contexts — the logged-in Hub, embedded on client benefits sites, and inside surfaces like Microsoft Teams — each with different screen real estate, brand, and entry point.
The coaching experience itself had to be identical and recognizable everywhere. Three separate front ends would fracture the brand and triple maintenance.
A trust problem specific to finance: people need to know they're talking to AI, but "virtual assistant" reads as fake — the wrong first impression when someone's asking about their retirement.
The Solution

One system, not three front ends

Rather than build three front ends, I built one: a documented design system, a locked component library that Aimee "speaks" in, coded prototypes to test with, and a single configurable host. Every response is assembled from typed blocks — never free-form bubbles.

01

A design-system spec, then tokens as codeDESIGN-SYSTEM.md defines tokens, typography, accessibility hard-rules, and an anti-patterns list; the tokens ship as the styles layer of the production SDK

02

A locked component "API" — chat primitives, a typed card system, data-viz blocks, and follow-up chips, each built to a documented anatomy and CSS contract

03

Coded interactive prototypes — real HTML/CSS/JS with live streaming and state, so flows could be felt and tested, not just reviewed

04

One configurable host — provisioned through UberAdmin so the Hub, client sites, and Teams all deploy from a single system

Aimee's home screen — one system across the Hub: greeting, composer, and a picked-for-you list, with a live coach available
Aimee on mobile — the wellness-milestones card Aimee on mobile — a financial snapshot response with charts Aimee on mobile — bringing in a live coach
Experience · 01

Honest AI, premium humans

Aimee is labeled an "AI coach," not "virtual" — hiding the AI only breaks trust later. Certified human coaches are framed as a one-click premium upgrade, so Aimee feels capable and humans feel credentialed. A gold-railed escalation card makes the step up feel like an upgrade, not a fallback.

Aimee bringing in a live certified coach — a green LIVE banner as Cyrus Purnell, CFP, joins the conversation to continue the plan
Experience · 02

A vocabulary, not free-form bubbles

Every response is assembled from typed blocks — the "vocabulary" Aimee speaks in. A base card with a colored left rail signals its type at a glance.

Navy rail — analysis
Teal rail — recommendation
Gold rail — human-coach escalation
Coral reserved for the single most-urgent item — restraint as a rule
See the components live ↗
The typed card system — an analysis card (navy rail), a recommendation card (teal rail), and a coach card (gold rail), each signaling its type at a glance
Experience · 03

The user's words never shrink

A rule I enforced across the system: the user's message and Aimee's reply always render at the exact same size (16px mobile / 17px desktop) — never shrink the user's words beneath the AI's. It keeps the conversation feeling like a dialogue between equals. It sits alongside accessibility hard-rules — never yellow text on white, one hover treatment at a time — codified so they can't drift.

A coaching response where the user's question and Aimee's reply render at the same text size — a snapshot with cards and an assets-vs-debt chart below
Experience · 04

The same coach, every surface

The same coaching experience holds up whether it's woven into our platform, floating on a client's marketing site, or wrapped in a completely different host UI.

Hub — a full-screen coach inside Hub V3, integrated with the user's plan, benefits, and wellness score
SDK widget — a floating button that opens a chat popup over a client's own site (prototyped over a mock provider, "Meridian Benefits"), with an article reader that insets inside the same window
Microsoft Teams — the same coach adapted to live inside Teams' chrome
Aimee as an SDK widget floating over a client site (Meridian)
Process

Designed and coded, end to end

I coded the prototypes instead of drawing them. Real HTML/CSS/JS with live streaming and state became the source of truth, the spec became the build contract, and the component library was locked so engineering could implement it 1:1 in Next.js + Tailwind, with an A2UI model that maps Aimee's structured JSON responses to my components. Then I merged the token layer and four components into that SDK myself, so the same system drives every surface.

Static mockups Coded, interactive prototypes
A design doc no one reads DESIGN-SYSTEM.md as the build spec
Design specs engineering interprets A locked component contract, implemented 1:1
Redesign at production time Prototypes that shipped without redesign

"Open the prototype to see the streaming effect — it's the kind of detail that doesn't translate in a screenshot."

Impact

One coherent coach, everywhere it needs to be

3 surfaces

Hub, embeddable client widgets, and Teams — from one component library

1 source of truth

Documented design system + a locked, approved component library

Prototype → production

Next.js · Tailwind · Recharts · A2UI, built 1:1 with the spec

Meta NFL JPMorgan Chase CVS Health Federal Reserve Patagonia McKinsey Nestlé Comcast General Mills
Final Takeaway

Aimee runs as one coherent AI coach across the Hub, embeddable client widgets, and Teams — one design system, one component library, one source of truth. Designed by one person, built with engineering, and finished in the production code by the same designer.