Case study · Lead Product Designer · 2024

Campaign copy in minutes, not days.

An AI tool I designed for IDFC FIRST Bank’s marketing team. Fill in a brief, get on-brand copy for every channel, get it approved.

Who’s reading?

Pick one and the page folds to what matters to you. Skip it to read everything.

Context

The bank needed more marketing copy, and every line had to be approved.

The team wrote copy by hand for every channel, using old, scattered reference docs.

What I owned
Product design end to end: research, structure, interactions, the design system and the prototype handed to engineering.

The problem

Fast, on-brand and approval rarely happen together.

Templates were fast but generic. Manual review kept copy on-brand but was slow. A tool that fixed only one of these wouldn’t get used.

The goal

Take a marketer from a brief to
approved, on-brand copy for every channel,
with as little rework as possible.

Approach

Writing the first draft
is the easy part. Editing, approving
and tracking it
is the real work.

Most AI tools stopped at the first draft. I designed for everything after it.

Part 1 · The input

Get the brief right, and the copy comes out right.

01

A form instead of a blank prompt box

A blank prompt box leads to off-brand copy, and marketers shouldn’t have to learn prompting.

Copy comes out on-brand by default, not after corrections.

IDFC FIRST
New Brief · Inputs
Step 1 of 2
ProductSavings Account
Use-caseCross-sell
ToneConversationalExclusive
ThemeFestiveExclusivity
CohortFemale18–25
ChannelWhatsApp
Hooks“All your accounts in one place”
Variants5

02

One brief, written for each channel

WhatsApp, email, ads and SMS each have their own rules. The same copy pasted everywhere reads wrong.

Brief once, get copy that fits every channel. No style guide to memorise.

IDFC FIRST
One brief · Every channel
Same input
WhatsApp Email Google Ads SMS
WhatsApp · conversational · emoji on
🌟 Your IDFC FIRST Savings Account, opened in minutes. Minimal docs, instant activation. 🔗 Start now

Part 2 · The output

Make the copy easy to edit, approve and track.

03

Edit the copy right where it appears

Marketers always tweak the first draft. A separate editor for every change slows them down.

From first draft to final copy, marketers never leave the screen.

Variant 1
ExclusivityConversational
🌟 Welcome to IDFC Bank's Savings Account Services!

🔹 Quick and Easy Account Opening. Open your account in a few simple steps with minimal documentation and instant activation.

🔸 Join us today, open your IDFC Savings Account and start your journey towards smart banking.

🔗 Open Your Account Now
Regenerating…
Default Selected Editing Favourited Regenerating

04

One toolbar that shows only what you need

Every card needed copy, edit, favourite, feedback and delete. Putting them all on each card buried the copy.

Cleaner cards, no extra screens. The decision I’m proudest of.

IDFC FIRST
Text Generation · Variants
English ▾
Select All Filters Tone Theme Generate More
1 selected Copy Feedback Favourite Delete
Variant 1
🌟 Welcome to IDFC Bank's Savings Account Services! Quick and easy account opening, minimal documentation, instant activation. Open your account now.
Variant 2
🌟 Seamless banking, maximum benefits. High-interest rates and zero maintenance fees. Join the IDFC family today.
Variant 3
🔹 One-stop financial management. See all your accounts in one place and bank smarter from day one.

05

Tell the AI what to fix without rewriting the prompt

“Try again” tells the AI nothing, and marketers shouldn’t have to rewrite prompts.

Faster, more useful revisions. The bank also learns what its team means by “on-brand”.

IDFC FIRST
Regenerate · Feedback
1 selected
What didn't work for you?
Content Quality Content Relevance Consistency Text Format
Tell us more about what to modify…
Variant 1● Updated
🌟 Welcome to IDFC Bank's Savings Account Services! Quick and easy account opening, minimal documentation, instant activation.

06

Approval happens inside the tool

In a bank, everything needs sign-off. Approvals over email and spreadsheets would undo all the speed.

This is what made AI usable for a bank at all, without slowing anyone down.

IDFC FIRST
Variant 1 · Approval
Marketing Manager
Draft In review Approved
Variant 1Draft
🌟 Welcome to IDFC FIRST Bank's Savings Account. Open in minutes, minimal documentation, instant activation.
Approver · Brand

07

Version history you can actually use

After several rounds of changes, good drafts got lost and versions were hard to compare.

Nothing gets lost, so marketers feel free to try more ideas.

Latest6
Version 46
Version 34
Version 28
Version 18
Original4
REGENERATED, LATEST · 6 VARIANTS

The system

A design system built on IDFC’s brand.

Built on Material 3 using IDFC’s red and its tints. Set in Inter, which stays readable in a tool that’s mostly text.

Primary red#9B1E26
Secondary#6E0A0F
Background 1#F0DADC
Background 2#F6E5E5
Tint 10
Tint 30
Tint 40
Tint 50

Aa

Inter

ABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyz 1234567890&@#?!

Tall x-height, built for screens