JOSÉ LYON — Integrated & Product MarketingNew YorkAvailable for roles and projects

Case study · AI Product Marketing

Turning customer data into useful guidance.

Positioning an AI guidance layer inside Oriental's mobile and online banking.

Client
Oriental Bank, via Yonder Consulting
My role
Strategy lead
Year
[confirm]
Scope
Customer value proposition, feature narrative, adoption strategy, creative brief

The challenge

An AI feature can explain its technology without giving customers a reason to use it. Oriental needed to show what its guidance layer could do for someone’s money.

The shift

I positioned the feature as personalized financial guidance drawn from the customer’s own behavior. The narrative focused on relevant saving and spending advice rather than technical capability.

Notice · understand · act

An illustrative sequence: the feature notices a pattern, explains it, and suggests a next step.

Fig. 01 Illustrative concept UI · Feature functions from approved messaging

Illustrative concept UI of the guidance sequence

My role

As strategy lead, I developed the customer value proposition, feature narrative, adoption strategy, and creative brief. The communications translated the feature into practical information customers could understand and act on.

English reconstruction of the campaign poster
Fig. 02Reconstructed English poster · Original campaign message

Earlier phase · Smart Banking platform migration

In an earlier, separate phase, I also led launch and adoption for the Smart Banking platform migration: 28% adoption among eligible users, 128,000 active migrations, and a 1.5× lift in online transactions.

Retrospective creative extension · Small wins, noticed

01 / 06
  • Small wins, noticed key visual
    Fig. 03Retrospective creative extension · 2026
  • Smart Banking key visual
    Fig. 04Retrospective creative extension · 2026 · Key visual
  • Explainer steps creative
    Fig. 05Retrospective creative extension · 2026 · Explainer
  • Phone feed creative
    Fig. 06Retrospective creative extension · 2026 · Feed
  • Phone feed creative
    Fig. 07Retrospective creative extension · 2026 · Feed
  • Phone creative explaining what the feature does
    Fig. 08Retrospective creative extension · 2026 · What it does