Reimagining BBVA's internal tools
as an AI-first intelligence platform.
What started as a dashboard redesign evolved into an AI-first vision for BBVA's entire internal tool ecosystem — an environment where multiple AI agents analyse data, generate insights, and act as strategic copilots for high-level investment decisions.
BBVA's existing internal application was too limited for complex portfolio management. Bankers needed faster data interpretation, smarter prioritisation, and a tool that could evolve toward a fully proactive AI assistant — one that detects signals and suggests actions before being asked.
High-responsibility profiles with limited time. The interface had to deliver clarity at a glance and trust at every layer of detail.
Beyond dashboards and alerts, the AI can act as a strategic writing partner. Based on the client's profile, relationship history, and current market positioning, it can draft a fully structured commercial pitch — complete with a BBVA value proposition, client snapshot, and suggested meeting agenda — ready to share or refine in seconds.
This was a conceptual project demanding a forward-thinking UX approach. The work required imagining users in a future where AI acts as a constant collaborator — understanding context, anticipating needs, and removing operational friction entirely.
"Designing intelligence
that adapts to the user —
not the other way around."
A full end-to-end design process — from goal definition with the client to high-fidelity prototype delivery — evolving the brief as ambition grew at every stage.
We envisioned a scenario where the AI could be present in Teams, Zoom or any conferencing platform, participating like a specialist in the room — quietly listening, and stepping in when needed to provide context, data, or strategic recommendations in real time. With the right permissions, it could actively contribute to the conversation: surfacing relevant figures, flagging risks, or suggesting next steps, much like a well-briefed colleague who always has the right information at the right moment.