2024

Qubera.ai : A SaaS application to supercharge financial research powered by AI.

A tool to increase efficiency and accuracy

UX Design

Case Study

SaaS

A laptop screen displaying a business analytics dashboard for Nvidia Corp. with financial data, key performance indicators, and a chat interface with questions about the company.

Qubera.ai

Icon of a target with a star in the center and a mouse cursor pointing at it

Role

Product Designer, Conversational Designer

Duration

6 weeks

Scope of Work

User research, User interviews, Design thinking, Information architecture, Wireframing, Prototyping, Design system

Tools

A graphic design with four rounded shapes in red, purple, green, and eight shapes in blue and a peach, arranged vertically on a black background.
Blue speech bubble icon with a white right-pointing triangle in the center, resembling a play button.
Colorful abstract logo with rounded shapes in blue, green, pink, and yellow on a black background.
Abstract geometric shapes in shades of blue with black accents, creating a modern design.
Large orange letters 'Ai' on a dark red gradient background.
Icon with a large purple letter A and a smaller purple letter e on a dark blue rounded square background.

🌱 Introduction

The purpose of the project was to design an AI-driven fintech Minimum Viable Product (MVP).

This involved crafting the system design, mockups, and high-fidelity prototypes to ensure a cohesive and user-friendly architecture.

The project also included conducting client discovery sessions and market research to inform design decisions, designing the company website to facilitate demo bookings and increase pre-launch user sign-ups, and collaborating with engineers and data scientists for seamless AI feature integration.

This accelerated the design process, positioning the product for a timely launch ahead of schedule.

❓What is Qubera

Qubera is an advanced AI assistant that enhances the productivity of financial analysts and equity researchers by automating tasks such as data extraction, spreadsheet integration, and financial model maintenance.

👀 The Problem

“Equity research and investment analysts face inefficiencies due to a 15-hour manual data parsing process and limited access to comprehensive metrics, hindering timely decision-making. ”

🧩 The Solution

An AI-driven SaaS platform is needed to automate data extraction, reduce costs, and improve access to critical financial information.

Screenshot of a dashboard app called Qubera with information about Nvidia Corp. It displays key performance indicators such as revenue, gross profit, operating income, net income, EPS, EBITDA, free cash flow, and debt, with data for fiscal year 2023 and quarter 1 of 2024. The interface includes a welcome message, a focus input box, and four questions about Nvidia Corp.

Focused Chat Feature

Analysts can query the AI directly, focusing on specific reports like SEC filings or press releases, or by selecting from pre-generated prompts.

Result: This feature boosted decision-making speed by 30%, enabling precise queries for targeted insights.

Intelligent questions (IQ)

Analysts can compile a list of their frequently asked questions, with answers automatically generated and stored in the IQ section for easy access.

Result: Efficiency will improve as analysts no longer need to repeat common questions. With easy access to answers, they can focus on asking the chatbot more in-depth, complex questions.

Default view with key financial metric

Analysts can instantly access essential financial numbers by selecting the company they wish to study, with data automatically parsed from 10-Ks and 10-Qs.

Result: Reduced extraction time by 85% through AI automation.

Screenshot of a data dashboard titled 'Welcome to Qubera' with NVIDIA Corp - NVDA financial metrics and a chat box titled 'I am ready to tell you about Nvidia Corp' with options for security filings and press release.
Screenshot of a market analysis webpage titled 'Welcome to Qubera,' showing NVIDIA's stock and market trends, with a discussion on disruptive market trends affecting NVIDIA, including climate change concerns, rapid technological changes, geopolitical tensions, cryptocurrency market volatility, and export control restrictions.

AI-Generated Press Release Summary and Sentiment Analysis

Analysts receive a pre-generated summary of press releases, with notifications for any new releases from the company. They can also view sentiment scores displayed on a color-coded scale.

Result: analysts can quickly access press releases, stay informed on new developments, and gain immediate insights through sentiment analysis for more efficient decision-making.

Screenshot of a Qubera platform interface showing a discussion about Nvidia Corporation's competitive advantages, with sources and answers, and side notes about revenue streams and customer base.

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