Using AI to research potential investment prospects more efficiently

Duration

June 2024 - Current

Client

Thia

Thia

Artificial Intelligence

Data Visualization

Product Design

SaaS

About

Thia is an AI-driven copilot platform that helps businesses build and maintain custom AI assistants tailored to their specific needs. These AI copilots are designed to operate within a secure environment, enhancing business processes by automating complex data analysis, streamlining workflows, and providing actionable insights. Thia enables companies to leverage advanced AI capabilities to improve efficiency, make informed decisions quickly, and maintain high levels of security and privacy

The Challenge

A financial firm needed a solution to conduct financial research on potential investment prospects more efficiently. The traditional process was time-consuming, often taking analysts several days to compile and analyze data. Thia aimed to reduce this time significantly, allowing for quicker, data-driven decisions.

The Process

Project Kickoff: Gather requirements and set goals.

Brief Definition & Goals: Define project scope and success metrics.

Stakeholder Workshops & UX Strategy: Conduct workshops and develop UX strategy.

Wireframes & Design Exploration: Create initial wireframes and design concepts.

Stakeholder Testing & Feedback: Test with stakeholders and gather feedback.

UI Design in Figma: Develop detailed UI designs based on feedback.

Developer Handover: Ensure smooth handover to developers.

Progress Demo: Present initial design and functionality to the client.

Full Demo: Deliver complete demo with final changes.

Project Kickoff: Gather requirements and set goals.

Brief Definition & Goals: Define project scope and success metrics.

Stakeholder Workshops & UX Strategy: Conduct workshops and develop UX strategy.

Wireframes & Design Exploration: Create initial wireframes and design concepts.

Stakeholder Testing & Feedback: Test with stakeholders and gather feedback.

UI Design in Figma: Develop detailed UI designs based on feedback.

Developer Handover: Ensure smooth handover to developers.

Progress Demo: Present initial design and functionality to the client.

Full Demo: Deliver complete demo with final changes.

The Solution

Edge Kase developed a rapid dashboard interface tailored for KPMG.


The design focused on:

Creating intuitive and user-friendly interfaces.

Enabling quick access to comprehensive financial data.

Streamlining the process of financial research and analysis.


The dashboard allowed users to interact with AI-powered insights, filter data based on specific criteria, and visualize key financial metrics instantly.

Impact

Time Efficiency: Reduced the time required for financial analysis from [need info here] to just a few [need info here].

Data Accuracy: Enhanced the accuracy of financial predictions and insights by leveraging AI technology.

20%

Increase in speed

5x

More financial prospects indentified

More financial prospects indentified

5%

Increase revenue

"EK was a pleasure to work with and truly elevated the design to a level of professionalism that matched the client's expectations. We are very pleased with EK’s contributions, and the client was impressed with our quick turnaround on this project."

Stephen Brandewie

Director of Operations @THIA

Design Services. Reimagined.
ⓒ Copyright 2024 Edge Kase Inc

Design Services. Reimagined.
ⓒ Copyright 2024 Edge Kase Inc