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
The Challenge
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.
Two Parallel Workstreams
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.
What I Did
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
Pre-launch: built awareness and registration momentum.
Pre-Launch
New logo rollout4 industry blog posts3-email nurture sequenceLinkedIn ad campaignsWebinar registration pagePartner activation (CUNA, Allied)Employee briefing (Slack + webinar)Homepage banner
Launch Day
Homepage revamp liveNew vision & mission publishedSphere brochure releasedSphere product landing pageWebinar · Banking in the Age of AIPress releaseLaunch email to all prospectsSocial media campaign (5+ posts)
Post-Launch
Full website revamp (Webflow)Sub-product videos (2)Sub-product brochures (3)Sales collateral updatedFinovate Fall — live Sphere demoJack Henry Connect — demoLinkedIn remarketing campaignsPost-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.
Event
Quarter
Focus
Outcome
Finovate Fall 2023
Q3 2023
Live Sphere demo · New York
8+ MQLs generated
Jack Henry Connect
Q3 2023
Sphere demo · CU audience
22+ MQLs · 3 demo conversions
American Banker Digital Banking
Q2 2023
Booth · Launch awareness
Upmarket brand visibility
CUNA OME 2023
Q3 2023
Credit union focus
24+ MQLs generated
CU Leadership Convention
Q2 2023
CU thought leadership
16+ MQLs generated
Work Samples
Sphere Product Brochure
Industry-first generative AI assistant for banks & credit unions
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.