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Accern. Rhea

Accern. Rhea Design Case Study

UX Strategy
Product design
UI UX Design
prototyping
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Founded by Accern, a front-runner in No-Code NLP, Rhea stands as a personalized AI Associate designed to streamline FinTech workflows.

UI UX design for AI Fintech app by Lazarev. digital design studio
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About
the project

Challenge:

Kumesh Aroomoogan, a former research analyst for Wall Street firms and co-founder of Accern set on a mission to solve the problem of unstructured financial data – a facet often overlooked and inefficiently analyzed in historical data decisions.

Lazarev. engaged in the design of AI-powered solutions for Accern back in 2018.

Fast forward to 2023, Kumesh approached our team to develop a sophisticated tool for financial researchers, leveraging the capabilities of a pre-trained AI model that extended beyond conventional chatbot functionality.

Approach:

We followed the product-centered approach when prototyping Rhea, conducting deep UX research, and learning the daily workflows and problems of financial analysts.

The solution that emerged combines a prompt-driven AI interface with dynamic widgets, shortcuts, and intelligent suggestions, offering a seamless research-to-report workflow with a handy split screen mode.

Analyze vast data from diverse sources

Solution:

Beyond Rhea's array of pre-trained data models, users can upload files, leverage custom data connectors, and transition between various data contexts in the midst of a conversation.

Assess and stay current on market opportunities

Solution:

Rhea offers personalized opportunity analyses, customizable event alerts, and automatic reports tailored to users’ investment portfolio and preferences.

Help users make informed decisions quickly

Solution:

While building Rhea’s interface, we avoided overwhelming it with features, focusing instead on what users need to know to make a decision instead of how they used to use similar tools.

Kumesh Aroomogan
Founder at Accern

We’ve been working with Lazarev. since the very series seed to series B stages of our product. It’s amazing how they always research and find ideas that exceed our own initial envision!

Kumesh Aroomogan Photo
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The Project’s
Discovery Phase

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Rhea’s functionality

At the heart of Rhea's capabilities is a prompt-based functionality enhanced by shortcuts, autocomplete, and widgets. To add transparency, we strategically placed references alongside the AI's responses, guiding users to the sources of the pulled data.

The platform is designed to seamlessly handle automated emailing, schedule calls, issue alerts, and perform various other actions integral to the day-to-day workflow of a financial researcher.

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Creating an adaptive communication system

We engineered an adaptive natural language communication system. When users struggle to express their questions, Rhea steps to refine and amplify communication.

It leverages techniques such as clarification, suggestions, hints, and prompt components, breaking down the barriers of articulation to effectively guide and assist users.

Power of Digital Product Design for Series A Funding

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Introducing the split screen creator mode

After closely observing how financial researchers go about their tasks, we devised the split screen creator mode in Rhea's interface to enhance usability. This innovative feature allows users to seamlessly populate a research report while continuing their research, eliminating the need to switch between tabs or manage multiple windows.

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Designing the multi-purpose input field

Rhea goes beyond natural language understanding, covering user comprehension, personalization, file management, and task assistance. This comprehensive suite is supported by robust data processing and synthesis on the backend.

At Lazarev, we committed to actualizing this functionality by transforming the chat field into an advanced search bar and a command line.

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Designing a hybrid GUI & prompt-based interface

Given the complexity of Rhea's functionality, we purposefully crafted a hybrid GUI/prompt-based interface.

The interface is dynamic, with buttons and widgets adapting to the context of the conversation. For instance, Rhea can showcase references, charts, footnotes, graphical controls, and quick action buttons.

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Linking datasets & managing files

Within the settings, financial researchers can choose from pre-configured data sets known as Lenses or link their own datasets through Accern's NLP Platform. We provided them with the option to upload and manage files and folders, offering essential context for Rhea's data analysis.

Moreover, we crafted custom email notifications to send alerts and reports on designated topics, keywords, industries, or any other information that researchers consider valuable.

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The command results are presented on a graphical interface through widgets. Accompanying CTAs are available to assist users in refining commands for processing the results further.

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The Connect app also focuses on career growth and advancement. Therefore, we provided users with the option to send something akin to their digital business cards through the messaging system. This allows others to explore their skills and experience.

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We let users build their own schedule by picking their favorite sessions, workshops, and speakers. They can even export the schedule to their personal calendar for better organization.

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Right there, we provided traders with the ability to compare various assets and observe how their value changed under the influence of news within different time periods. This feature facilitates making more informed decisions on investments.

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To address this aspect of price absence, we gave buyers an ability yo request Price and Features Information (PFI). Upon making this request, the supplier will dispatch the PFI to the user via email and WhatsApp in PDF format.

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To enhance interactivity further, we made the decision to move away from providing users with only text-based instructions on how to address a particular issue.

Instead, we offered visual aids that accompany the text answers, helping users navigate the app and resolve their issues more swiftly.

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Customers can ask the assistant any question, thanks to its neural network power, and it can even offer a weather forecast.

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AI-driven chat design by Lazarev. AI design agency

Brands need to connect any of the available wallets to mint NFTs. On the consumer side, though, individuals without a wallet can create a new one on the fly by using their email or social media. Alternatively, they can purchase NFTs using fiat currency and complete the entire transaction without any knowledge of Web3.

A graph showing the price history of an NFT, designed by Lazarev. design agency

We've implemented a personalized Customers section within Console, enabling collectors to manage customers who settle their debts through Collect. This empowers them with easy access to account data, detailed transaction insights, and the flexibility to provide customized payment solutions for individual cases.

Two desktop interfaces showing Customer's module within Tratta app

Central to our objectives was streamlining processes and boosting productivity for Console users. To accomplish this, we introduced highly customizable Settings. This empowers collectors to tailor the platform to their individual workflows and preferences. For instance, collectors can personalize settings to determine which features their customers will view in the Collect platform, including special offerings, discounts, and more.

Two desktop screens showing the Settings module of Tratta app

Each inventory management report is further fortified by the inclusion of the tenant's signature, solidifying the inspection process's validity and accountability.

A pop-up showing how to sign an inspection results once it was completed

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A pop up showing how to add photos to an inspection of an apartment

To elevate user engagement and foster a deeper comprehension of the available apartments, we crafted the interactive house model within the "Selection of Apartments" section. This immersive experience empowers potential buyers to take a 360-degree tour, flipping between street and yard views with a simple toggle switch. As they hover their cursor or tap (for mobile users),  the house's specific sections illuminate, offering valuable insights into construction timelines and housing readiness. The interactive journey extends to selecting a floor and pinpointing a specific apartment with the help of a visual builder, simplifying the decision-making process and potentially increasing conversion rates.

An interface screen shpwing the 3D model of a complex and a widget that allows to switch between different complex's sections

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A mobile version of the Daily Actions page

We introduced an interactive widget at the top of the homepage, allowing users to track upcoming elections and assess their preparedness based on articles read, candidate knowledge, and quiz participation. By providing users with a clear measure of their readiness, the design solution motivates them to engage with educational content and explore candidate profiles while actively participating in quizzes.

Three states of the interactive widget on the homepage

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Widgets displaying various donation platforms

An interactive payment widget responds with the organization founder, Serhiy Prytula’s phrases, every time a user enters any sum of money in the donation field. Such a solution proved to be efficient, encouraging more people to donate through the widget and increasing the average contributions by almost a quarter.

The mobile version of the donation page

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The Price history section of the Redbrain website

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The scroll of the Redbrain page

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A map featuring an organized table filled with data

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Three screens featuring thread-level analysis

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The Awards section of the UkrainianPower website

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A page featuring a brief guide on using a compact control panel

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Mobile screen displaying rate the teacher feature

For easy module and lesson navigation, we've created a side menu that opens and closes as needed. It also features a progress list with checkpoints, clearly indicating completed units and those remaining. In the “Learn” section, students can access both free and paid materials. They can study multiple materials on one topic, take quizzes, and move through to the next modules.

Interface showcasing the modules & lessons navigation

As we explored users' perspectives further, we discovered that some don't usually leave comments online due to not remembering all the details or being short on time. These insights led us to develop tags, making it easy for people to share their experiences at places they've been. This fresh idea replaced the old star rating system with tags, offering a simpler and friendlier way to express opinions.

The mobile screen showcasing the Tags functionality

Acknowledging the interconnected nature of workflows, we've introduced a powerful dependencies feature to further enhance the automation of the user experience. These dependencies establish a connection between two workflows, offering users the flexibility to select which workflow to link with. The types of dependencies include simultaneous start, immediate repeat and time delay.

Two compact pop-up windows to manage dependencies

Addressing the central challenge of managing recurrence, we aimed to create a seamless experience for setting repeated workflows. Our solution involves a full-page popup directly on the workflow page. It allows users to manage recurrences comprehensively, setting recurrence frequency, due dates, project durations, and more.

A full-screen pop-up interface for configuring recurring events

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An image showcases various screens, buttons, widgets, and design elements

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The sidebar that appears when users click on a project task

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Desktop webpage displaying a table with year-on-year parameters

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Brands need to connect any of the available wallets to mint NFTs. On the consumer side, though, individuals without a wallet can create a new one on the fly by using their email or social media. Alternatively, they can purchase NFTs using fiat currency and complete the entire transaction without any knowledge of Web3.

The list of smart contracts on a green background

Brands need to connect any of the available wallets to mint NFTs. On the consumer side, though, individuals without a wallet can create a new one on the fly by using their email or social media. Alternatively, they can purchase NFTs using fiat currency and complete the entire transaction without any knowledge of Web3.

An assortment of crypto wallet options
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