Case Study · interface.ai · Company Repositioning · Product Launch

From conversational AI to generative AI — repositioning interface.ai and launching Sphere

interface.ai · AI-powered Conversational Banking SaaS · Series B · US market · Apr 2021 – Sep 2023
35+
GTM assets owned
400+
Webinar registrations
10+
Industry events · Finovate, Jack Henry
2
Channel partners activated
2
Parallel workstreams · 6 weeks

In early 2023, ChatGPT changed everything. interface.ai had been selling conversational AI solutions to banks and credit unions across North America — and overnight, every competitor could say they were doing "AI." The market moved, and interface.ai needed to move faster.

The challenge wasn't just launching a new product. It was a full company repositioning — new vision, new mission, new tagline, updated branding, revamped website, new messaging across every channel and collateral — all while simultaneously launching Sphere, the company's first generative AI product. Two massive workstreams. Six weeks. One PMM.

Workstream 1

Company Repositioning

Redefine interface.ai's narrative from "conversational AI vendor" to "generative AI leader for banking." New vision — Interactive Intelligence for Banking. New mission. Logo refresh. Updated branding colours to signal the pivot. Revamped messaging across every owned channel — website, LinkedIn, email signatures, sales decks, all collateral.

Workstream 2

Sphere Product Launch

Launch Sphere — the industry-first generative AI-powered multimodal ChatGPT-like assistant for banks and credit unions. Full GTM: brochure, product landing page, webinar, email campaigns, LinkedIn, press release, partner activation, and event demos at Finovate Fall and Jack Henry Connect.

Designed and owned the full GTM plan — pre, launch, and post.

Built a structured GTM tracker covering 35+ assets across three phases, with owners, timelines, and status for every deliverable. The launch moment was a webinar: Banking in the Age of AI — a live event that served simultaneously as the company's repositioning announcement and Sphere's product debut.

GTM launch plan · Banking in the Age of AI · June 27, 2023
GTM LAUNCH PLAN · BANKING IN THE AGE OF AI · JUNE 27, 2023 PRE-LAUNCH May 26 – Jun 26 LAUNCH · WEBINAR June 27, 2023 POST-LAUNCH Jul 2023 onwards Pre-launch → New logo rollout → 4 industry blog posts → Email campaign series → LinkedIn ads launched → Webinar reg page → Partner activation → Employee briefing Launch day → Homepage revamp live → New vision/mission live → Sphere brochure released → Webinar: 400+ attendees → Press release published → Launch email (prospects) → Social media campaign Post-launch → Website full revamp → Sphere landing page → Finovate Fall demo → Jack Henry Connect → Sub-product videos → LinkedIn remarketing → Sales collateral update 35+ assets built & executed across pre · launch · post phases
Pre-launch: built awareness and registration momentum.
Pre-Launch
New logo rollout 4 industry blog posts 3-email nurture sequence LinkedIn ad campaigns Webinar registration page Partner activation (CUNA, Allied) Employee briefing (Slack + webinar) Homepage banner
Launch Day
Homepage revamp live New vision & mission published Sphere brochure released Sphere product landing page Webinar · Banking in the Age of AI Press release Launch email to all prospects Social media campaign (5+ posts)
Post-Launch
Full website revamp (Webflow) Sub-product videos (2) Sub-product brochures (3) Sales collateral updated Finovate Fall — live Sphere demo Jack Henry Connect — demo LinkedIn remarketing campaigns Post-launch blog series
Established the new company vision, mission, and tagline.

Worked with leadership to define the new company narrative anchored in generative AI. The new vision — "Interactive Intelligence for Banking" — and mission — "Empower every financial institution on the planet to efficiently help their members achieve financial wellness" — became the foundation for all repositioned messaging across channels, collateral, and the website.

Launched Sphere at Banking in the Age of AI webinar.

The webinar served as the simultaneous launch of both the repositioned interface.ai and Sphere. Built the full pre-webinar engine: email sequences (3 waves with follow-ups based on open/click behaviour), LinkedIn organic and paid promotion, partner co-promotion via CUNA Strategic Services and Allied Solutions, and a dedicated registration landing page. Post-webinar: BoFU emailer to all attendees, customer announcement, and SDR LinkedIn InMail follow-up to all clicks who hadn't registered.

Took Sphere to market at major US fintech events.
EventQuarterFocusOutcome
Finovate Fall 2023Q3 2023Live Sphere demo · New York8+ MQLs generated
Jack Henry ConnectQ3 2023Sphere demo · CU audience22+ MQLs · 3 demo conversions
American Banker Digital BankingQ2 2023Booth · Launch awarenessUpmarket brand visibility
CUNA OME 2023Q3 2023Credit union focus24+ MQLs generated
CU Leadership ConventionQ2 2023CU thought leadership16+ MQLs generated
Sphere Product Brochure
Industry-first generative AI assistant for banks & credit unions
Sphere Brochure cover
↓ Download Sphere Brochure PDF
Sphere Product Page
Live product landing page — built and managed by me
Sphere by interface.ai
Industry-first generative AI-powered multimodal ChatGPT-like AI Assistant for Banks and Credit Unions. Replacing 14–15 applications with one AI interface.
Multimodal Generative AI Co-Pilot Plugins In-Context Maestro
↗ View live Sphere product page
Also produced for this launch
New company logo Vision & mission rewrite Homepage revamp Full website Webflow migration 3-wave email campaign LinkedIn organic + paid Webinar registration page Press release Sales deck & all collateral updated 4 thought leadership blog posts Partner co-promotion (CUNA, Allied) Employee briefing deck + Slack Sub-product videos (2) Event collateral · Finovate + Jack Henry

Note: Specific post-launch pipeline numbers are not available. The metrics below reflect the scope and execution of the programme.

35+
Marketing assets built and executed — from email campaigns to brochures to event collateral
400+
Webinar registrations for Banking in the Age of AI
Across prospects, partners, and customers
2
Channel partners activated for co-promotion — CUNA, Allied Solutions
5+
Major US fintech events with live Sphere demos post-launch
Finovate Fall · Jack Henry Connect · American Banker · CUNA OME
100%
Brand assets and collateral updated to reflect new positioning
Website · decks · brochures · email signatures · social
6wks
From brief to launch — full repositioning + new product GTM
2
Parallel strategic workstreams owned simultaneously — repositioning + product launch
1
PMM owned the entire programme end-to-end
Strategy · content · design brief · execution · events