Goals 101
Ahead of its time: Revolutionizing Banking with an Award-Winning AI Product Suite
Industries
AI software
B2B Enterprise Finance & Technology.
Services we offered
Preview link
Goals101.ai
OVERVIEW
M2P Fintech, a leading API infrastructure provider based in Chennai, India, has recently acquired Goals101, a pioneering firm in Transaction Behavioural Intelligence (TBI), for an estimated $30 million.
Product Demo Spotlight
CHALLENGES
For our fintech startup client, the challenge was multifaceted and demanded expertise in UX Design, UI Design, and Product Design. Operating under a stringent deadline, our task extended beyond designing a single product; we were tasked with creating a cohesive ecosystem of products.
STRATEGY
Designing Goals101 required transforming complex financial data and AI driven insights into intuitive, connected experiences, balancing analytical depth.
UX Design & Approach
Shifting the product development cycle to a design-first approach.
From business briefs to product features
Collaborated closely with stakeholders and CXOs to translate business briefs into actionable features. Insights from in-depth interviews informed early wireframes and prototypes, forming the foundation for the UX and UI process.
Visualizing data with storytelling
Partnered with the data science team to identify key KPIs and transform complex data into clear, structured visual narratives. The focus was on making information accessible and meaningful for users across varying levels of expertise.
Designing the product architecture and single sign-on (SSO) integration
Worked with product and tech teams in weekly sprints to develop new features and integrate SSO, improving accessibility and ensuring a seamless, unified login experience.
Iterating based on design
feedback
Post each development cycle, we conducted detailed design reviews with the dev team to ensure accurate implementation, scalability, and continuous refinement based on feedback.
SOLUTIONS
We translated research insights into clear, actionable UX improvements by identifying user needs, validating key features, and prioritizing high-impact opportunities. This led to intuitive workflows and a more engaging product experience tailored to real user behavior.
What We Delivered
UX design and strategy workshop:
Conducted workshops to identify product goals and target audiences, ensuring alignment with validated initial feature requirements gathered from stakeholders and the primary audience.
Collaborative framework establishment
Created a list of task dependencies involving the data science and development teams, complemented by a matrix to track and measure design progress, facilitating cross-team alignment on product goals and expectations.
Efficient design system implementation:
Developed a design library system to expedite the development process, including the creation of wireframes, high-fidelity mockups, and detailed micro-interactions for a streamlined and cohesive user experience.
Comprehensive documentation:
Produced product manuals and guides documenting all functionalities, providing users with a thorough reference to maximize the benefits of our AI and ML-based products, including user scenarios and examples.
IMPACT
In an unprecedented timeframe of just 12 months, we successfully developed and launched an integrated ecosystem comprising six distinct products.
Our work received a widespread recognition, a leading multinational payment card service in the Middle East, which adopted the product as a white-label solution, marking a significant success.
The enduring quality of our design proved its worth; even years after our initial handoff, the design remains contemporary and functional in 2024, requiring minimal further investment. This lasting relevance played a pivotal role in the company's acquisition by M2P, highlighting the enduring impact of our design philosophy.
"Always responsive, organized, and supportive."
Ungrammary has been our UX design partner for the past year. Always responsive, organized, and supportive, they proved to be an efficient design partner who delivered great solutions within a tight schedule. As UX/UI design experts, they have a keen problem-solving attitude and know, how to work with multiple stakeholders within the client organization. We are pleased with how they translated our requirements into high-quality and intuitive product workflows.
Raghu Mohapatra
Group COO, Goals101
