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Accern. Rhea

Accern. Rhea

UX Strategy
Product design
UI UX Design
prototyping
Awards:
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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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Next Project

Payoneer

Rethinking the user experience and interface design for the top financial services firm listed on the Financial Times FT 1000.

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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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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

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Two desktop screens showing the Settings module of Tratta app

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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

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Three states of the interactive widget on the homepage

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Widgets displaying various donation platforms

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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

Our thoughtfully crafted input fields, controls, and CTA buttons distinguish themselves within the interface, all thanks to their skillful use of design accents and proportions. This approach not only enhances the interface's visual appeal but also boosts user efficiency.

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In our quest to simplify the user experience and eliminate needless steps, we made the deliberate choice to incorporate a right-hand sidebar that opens when you click on a project task. This UX patterns conceal all non-essential information, preventing user overload, while prominently presenting the crucial details necessary for efficient project management.

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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Through rich interactions, 3D renders, and digestible copy, we show off the unique physical features of the Inertia Wheels MAX, drive demand, and encourage our audience to explore the product further.

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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