Disruptive Banking Product Suite

AI and ML based product suite, which comprised of various product suitable for, financial, banking, sales, and market engagement. Goals101 is a Transaction Behavioural Intelligence (TBI) company that accelerates business growth for banks with the use of Artificial Intelligence (AI) and Machine Learning (ML). The goals flagship product, Alpha Platform, is one of the fastest-growing big data platforms in the fintech space.

Alpha Ecosystem

Alpha is one of the fastest growing big-data platforms in the fintech space. The proprietary engine of the Alpha platform is powered by Machine Learning (ML) & Artificial Intelligence (AI), and is designed by some of the world’s leading data scientists.

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ALPHA FOR BANKS

A big-data platforms in the banks to meet its customer needs.

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ALPHA FOR CREDIT

A product for banks to generate prequalified credit leads and increase conversion

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ALPHA FOR BRANDS

Alpha for Brands enables merchants to hyper target bank customers in real time with extreme accuracy.

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ALPHA FOR CONSULTING

Alpha for Consulting, is a one-stop for data-driven research requirements of banks, merchants and other corporations.

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ROBO ADVISORY

A product for banks to up-sell/cross-sell financial products such as loans, credit and insurance to its consumers.

Our Roles And Responsibility

Shifting product development cycle to design-first approach

01

Translating business briefs into features

We worked closely with key stakeholders and CXOs of the company to translate business briefs into product features. We conducted stakeholder interviews to gain a better understanding of what are the product needs. It provided us with the starting point for low fidelity product and wireframes.

02

Collaborating with data science to visualize data and tell a story.

The platform deals with a lot of big data. We collaborated with Goals101’s data science team to identify relevant KPIs and represent them visually. One of the major difficulties was to structure the data logically so that it conveys a story and remains relevant for the users with different level of information access.

03

Product Architecture and Design

Along with Goals101’s product and tech team, we participated in weekly sprints to ideate new modules and product functionalities. We spent 700+ hours during the sprint to launch the first version of the product.

04

Post Development Design feedback

After each development cycle, we conducted intensive design feedback session with the development teams to ensure the accuracy of design implementation, scalability of the product, and iterating features after the user feedback.

Deliverables.

01

UX Workshop to identify product goals and Audiences

  • Validated initial features requirements with stakeholders and primary audience.

  • We created a list of task dependencies on data science and development team for the functionalities.

  • Defined matrix to track and measure the design progress.

  • We brought various teams on the same page about the product goals and expectations.

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02

Design system and library

Since we were taking sprints in order to create the development faster, we decided to work on a design library system which ensured faster delivery of the product.

Button Button ACTIVE PRIMARY BUTTONS SECONDARY BUTTONS RAISED BUTTON SPECIAL BUTTONS ROUNDED GHOST BUTTONS Raised Action Approve Reject Review Tasks Button Button Button Button Button Button HOVER FOCUSED DISABLED Raised Action Raised Action Raised Action Approve Approve Approve Reject Reject Reject Review Tasks Review Tasks Review Tasks We use three types of button styles: primary, secondary, and tertiary. We use these in different combinations to guide users to continue and complete tasks. UX BUTTONS #5C8EFD #8DB0FE #DEE8FF #4A72CA #5C8EFD #D26CF6 #DEE8FF #851FA9 #F9D34E #FBE083 #FEF6DC #F9A24E #5C8EFD #EF7574 #F8E8E7 #BA2E2E #13DA7D #42E197 #F1FCF7 #4A72CA DARK PRIMARY SHADE LIGHT FADED System Colours These messages can be dismissed. Dismissable messages Your settings have been saved. View your settings. Oh no, something went wrong. Fix this error. This form is incomplete. Save for later. status badges appear as minimal bars to the left that draw attention without overpowering the associated content. Appearance and behavior Error Information Warnings Confirm Real-time success validation (inline confirmation) Your password is strong Check Box SELECTION BUTTONS NAV BUTTONS Radio Button Selected Close Close Previous Forword Hover Normal Use pagination to navigate to different pages, as well as to denote which page you are currently viewing. Pagination 1 - 25 of 65,705 System Status Customer file.csv 10% 222.56 MB Customer file.csv 10% 222.56 MB Upload Paused Customer file.csv 10% 222.56 MB Upload Failed SYSTEM PROGRESS

03

Wireframes, high fidelity mockups, and micro interactions

We created 2000+ high fidelity screens, animations (micro-interaction) and design handoffs for the development teams.

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04

Product Manuals and Guides

We documented the complete product functionalities and created a  guide for our users, which served as a comprehensive guide for our users to assist them in case of any complications. The document consisted of user scenarios and examples of how the users can extract the most out of our AI and ML based products.

Results

Today, the Goals101 flagship product, the Alpha Platform, is adapted by 15 + financial Banks and 100+ brands across the Globe. We are still working on the evolution of its design to make it more intuitive and functional.

A word from the Group COO about our work

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Raghu Mohapatra

Group COO, Goals101 | Ex Global Head,

Standard Chartered Bank

Ungrammary has been our UX partners 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 experts, they have a keen problem-solving attitude and know, how to work with multiple stakeholders within the client organization. We are delighted with how they translated our requirements into high quality and intuitive product workflows.