GoalTeller
GoalTeller
"GoalTeller is a SEBI-registered, goal-based financial advisory platform in India, aiming to simplify financial planning for individuals."
Industry
Fintech
Client
Vivek Bakra
Service
App | Website
Date
April 2023
Despite having a powerful advisory model, they lacked an engaging and intuitive digital experience to support user onboarding, planning, and execution.
Despite having a powerful advisory model, they lacked an engaging and intuitive digital experience to support user onboarding, planning, and execution.
Solution & Goals
I designed a cohesive ecosystem comprising a mobile app, marketing website, and web app interface. The focus was on building trust through a clean, minimal UI and simplifying the user journey for goal tracking and planning. Key goals included improving usability, maintaining consistency across platforms, and aligning the design with GoalTeller’s professional yet accessible brand identity.
Result
The redesign significantly improved user engagement and onboarding. The updated interface brought visual consistency, boosted brand trust, and offered a seamless experience across all devices. The platform is now well-positioned to scale with a strong, user-focused design foundation.
Solution & Goals
I designed a cohesive ecosystem comprising a mobile app, marketing website, and web app interface. The focus was on building trust through a clean, minimal UI and simplifying the user journey for goal tracking and planning. Key goals included improving usability, maintaining consistency across platforms, and aligning the design with GoalTeller’s professional yet accessible brand identity.
Result
The redesign significantly improved user engagement and onboarding. The updated interface brought visual consistency, boosted brand trust, and offered a seamless experience across all devices. The platform is now well-positioned to scale with a strong, user-focused design foundation.
