project details.

alignxcel. Agents

alignxcel. Agents

Empowering Businesses
with Digital Agents.

Empowering Businesses with Digital Agents.

Alignxcel Agents is the next evolution of the Alignxcel platform, tailored specifically for credit unions and other financial institutions. The product empowers businesses to create and manage their own chat-based digital agents. These agents automate key processes, interact with users, and provide real-time updates on task statuses. With Alignxcel Agents, we aimed to address the unique needs of financial institutions seeking efficiency, scalability, and personalization in their operations.

Alignxcel Agents is the next evolution of the Alignxcel platform, tailored specifically for credit unions and other financial institutions. The product empowers businesses to create and manage their own chat-based digital agents. These agents automate key processes, interact with users, and provide real-time updates on task statuses. With Alignxcel Agents, we aimed to address the unique needs of financial institutions seeking efficiency, scalability, and personalization in their operations.

Alignxcel Agents is the next evolution of the Alignxcel platform, tailored specifically for credit unions and other financial institutions. The product empowers businesses to create and manage their own chat-based digital agents. These agents automate key processes, interact with users, and provide real-time updates on task statuses. With Alignxcel Agents, we aimed to address the unique needs of financial institutions seeking efficiency, scalability, and personalization in their operations.

Alignxcel Agents is the next evolution of the Alignxcel platform, tailored specifically for credit unions and other financial institutions. The product empowers businesses to create and manage their own chat-based digital agents. These agents automate key processes, interact with users, and provide real-time updates on task statuses. With Alignxcel Agents, we aimed to address the unique needs of financial institutions seeking efficiency, scalability, and personalization in their operations.

client.

client.

client.

digital align inc.

digital align inc.

digital align inc.

Headquarters.

Headquarters.

Headquarters.

california.

california.

california.

target audiences.

target audiences.

target audiences.

Credit unions.

Credit unions.

Credit unions.

project type.

project type.

project type.

Product Design.

Product Design.

Product Design.

my role.

my role.

my role.

UI.ux + graphic designer

UI.ux + graphic designer

UI.ux + graphic designer

my role.

UI.ux designer.

my role.

UI.ux designer.

challenges.

challenges.

challenges.

challenges.

Credit unions often operate with limited resources and require solutions that can handle complex, regulated processes while ensuring a personalized user experience. The challenge was to develop a system that:

Enables seamless interaction between users and their digital agents through an intuitive chat interface.

Enables seamless interaction between users and their digital agents through an intuitive chat interface.

Provides the ability for businesses to customize agents based on their specific operational needs.

Provides the ability for businesses to customize agents based on their specific operational needs.

Ensures agents can effectively manage and run entire processes while delivering clear, actionable status reports to users.

Ensures agents can effectively manage and run entire processes while delivering clear, actionable status reports to users.

Design & Development.

Design & Development.

Design & Development.

Design & Development.

Leveraging our research, we created a platform that enables credit unions to design custom chat-based digital agents that automate a wide variety of tasks. The agents were developed to:

Interact with users via chat.

Interact with users via chat.

guiding them through processes like loan applications, account management, and customer support.

guiding them through processes like loan applications, account management, and customer support.

guiding them through processes like loan applications, account management, and customer support.

Automate tasks.

Automate tasks.

Automate tasks.

such as document processing, approvals, and notifications, freeing up human staff to focus on more complex issues.

such as document processing, approvals, and notifications, freeing up human staff to focus on more complex issues.

such as document processing, approvals, and notifications, freeing up human staff to focus on more complex issues.

Deliver real-time status updates.

Deliver real-time status updates.

Deliver real-time status updates.

such as document processing, approvals, and notifications, freeing up human staff to focus on more complex issues.

such as document processing, approvals, and notifications, freeing up human staff to focus on more complex issues.

such as document processing, approvals, and notifications, freeing up human staff to focus on more complex issues.

Alright, let's dive in and see how this played out!

Alright, let's dive in and see how this played out!

Personalized Chat Interface.

A clean, easy-to-navigate chat system that users of all technical backgrounds could comfortably interact with.

Modular Agent Builder.

Businesses could create and configure agents based on their unique needs, ensuring flexibility and scalability.

Businesses could create and configure agents based on their unique needs, ensuring flexibility and scalability.

Streamlined Reporting.

Users receive detailed, automated updates on task statuses, ensuring transparency and trust.

Users receive detailed, automated updates on task statuses, ensuring transparency and trust.

Mobile application.

The Alignxcel Agents mobile app offers essential features of the platform, allowing users to interact with digital agents via a simple chat interface and receive real-time updates on the go. While not all web features are included, the app ensures that users can manage tasks and stay informed, providing a convenient and accessible tool for credit unions and their members.

The Alignxcel Agents mobile app offers essential features of the platform, allowing users to interact with digital agents via a simple chat interface and receive real-time updates on the go. While not all web features are included, the app ensures that users can manage tasks and stay informed, providing a convenient and accessible tool for credit unions and their members.

tools used.

next steps.

next steps.

next steps.

next steps.

The next step for Alignxcel Agents is to transition from the finalized design phase into full-scale development across both desktop and mobile platforms. Our development team will focus on implementing the chat-based interface to ensure a seamless experience for users on all devices. Additionally, we will work on building out customization features that allow businesses to tailor their digital agents to specific workflows. A key priority is the integration of real-time reporting capabilities, providing users with frequent updates on task progress. Throughout this phase, we will continue rigorous testing and refinement to ensure the platform meets the needs of credit unions and their members. The mobile application will be developed concurrently, ensuring a consistent and user-friendly experience across both mobile and desktop environments, enhancing operational efficiency and user engagement.

looking ahead.

looking ahead.

looking ahead.

looking ahead.

Alignxcel Agents is poised to become a game-changing tool for credit unions, combining the power of automation with a personal touch through its chat-based digital agents. With the design finalized and development underway, the platform is set to empower credit unions to improve efficiency, reduce costs, and enhance member engagement

Let’s create your
next big idea.

nrs. © 2024. designed and developed by nithinraj shetty.

Let’s create your
next big idea.

nrs. © 2024. designed and developed by nithinraj shetty.

Let’s create your
next big idea.

nrs. © 2024. designed and developed by nithinraj shetty.