AI Copilot
Zolidar is a fintech SaaS company specializing in exit planning and employee ownership transitions for small and medium-sized businesses (SMBs).
Exit planning is a complex and often overwhelming process for business owners, requiring them to navigate financial reports, legal considerations, and strategic decisions with limited guidance. Many lack access to clear, actionable insights, making it difficult to evaluate their options and move forward with confidence.
Highlights 📌
Designing for AI, Mobile and Web App, Consumer product
Recognition 🏆
Successful MVP launch!
Team 🦸🏻♀️🦹🏼♀️🦸🏽♂️
Founders, Product Manager, Developers, ML Engineers, Designers, Content Designer
Timeline 🗓️
4 months
Role 👩🏻💻
Lead Designer for AI Solutions
At Zolidar, I led the design and strategy for Zolid AI, an AI copilot, from research to implementation. I crafted an intuitive, scalable design solution for web and mobile platforms, leveraging advanced ML and NLP to deliver real-time support and context-aware guidance, helping business owners navigate the complexities of exit planning with confidence.
How might we simplify exit planning by creating an AI-powered portal that serves as a trusted source of truth, making financial insights approachable and actionable?
Challenge
Solution
An AI-powered platform that simplifies industry complexities, empowering users with clarity and confidence.
Introducing Zolid AI Assistant!
Your trusted partner for a seamless exit planning journey
Where Every Question Matters— No Question is Too Small
Not sure what to ask?
— Zolid AI has you covered
Feedback
Ability for users to provide feedback on the AI responses and potentially even suggest improvements.
Bookmarks
Ability for users to save the AI responses as bookmarks that they can come back to later.
Modify Responses
Ability for users to modify the AI responses to better cater it to their needs.
Text Highlight
Ability for users to highlight parts of the report where they need support, thus contributing for better comprehension and data absorption.
