Moody’s is a 100+ year old company that helps businesses and financial leaders better evaluate risk. From cyber to environmental to credit risk, Moody’s provides data and analytics for companies and individuals to make better decisions.
Moody's AI
was an AI chat-based platform where Moody’s employees could log in to analyze systems of risk data, compare document themes and manage files, search databases, and more, all powered by OpenAI’s LLM.
The project goal was to modernize the company's internal AI web-app platform, deliver a seamless experience for new users without affecting the current experience for advanced users, and decrease usability friction within the overall product navigation and workflows.
Testing a concept
early on with daily active users showed improved comprehension, better usability, and positive emotional reactions to the new design. I collaborated with a UX researcher to create both moderated and unmoderated tests on the Great Question platform to test out with participants we recruited.
We learned that
the home page I designed wasn't adding much value to the experience; it was in fact hindering people's desire to interact immediately with the chat because it required them to click once to navigate to the chat page. Thus, we eliminated the home page and focused on improving the CTAs for other areas of the workflow, like creating datasets and sharing them.
The new design made it easier
to create datasets and upload documents because we made the setup for access permissions a separate workflow. Doing so decreased cognitive load for non-admin users who wanted to upload documents first and share them second. A separate share and create document flow also mirrors how sharing works with files in Google Drive, Dropbox, and Figma. Employees could share documents via AD groups or by individual email.
The impact
of my proposed and implemented redesign was an 14% increase in satisfaction and ease using the product, rating it an average of 4+ out of 5 for both usability and ease of use from a sample size of 17 recruited participants. Moody's AI was released internally in March 2025, positioning Moody's even more as a leading innovator in AI in finance. Harvard Business Review subsequently published an article on Moody's AI.
Thank you to Tudor Bay, Denis Somar, Patricia Yu