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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.

Impact
📈
Conversion Rate
Increase in visitor to signup conversions to 12%

Positive customer feedback and reaction to the AI copilot
🚀
User Engagement
Increase in session duration & feature adoption

20% increase in Monthly Active Users
💡
Retention & Activation
More users completing financial planning workflows and engagaing with AI copilot

Increase in Retention Rate to 22%

 
🎯
NPS & Trust 
Improved user sentiment & advisor adoption

NPS score increased to 36 from the previous 20.
Learnings
1
AI Needs to Feel Like a Trusted Guide, Not a Decision-Maker
Business owners prefer AI to assist, not dictate financial decisions. Clear explanations behind AI-driven recommendations build confidence.
2
Personalization Drives Engagement & Retention
AI should adjust its suggestions and provide context-aware recommendations to helps users complete tasks quickly and efficiently.
3
Making AI Meaningful, and Not Overbearing
AI should enhance decision-making without overwhelming users with excessive automation or unnecessary interventions.
4
Time spent does not equal to effectiveness
Users may spend more time engaging with AI but still feel overwhelmed. Measuring task completion rates is a better success metric.
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