Case Studies/AI-Enabled SaaS Platform for Behavioural Planning

AI-Enabled SaaS Platform for Behavioural Planning

B2B SaaS2024 – 2026Founder & Product Lead

Case Overview

Led the product strategy and development of an AI-enabled SaaS platform designed to help users translate long-term goals into structured daily workflows. The platform combines behavioural insights, subscription SaaS mechanics, and AI-generated recommendations to support structured planning across multiple life domains.

Role

Founder & Product Lead

Duration

2024 – 2026

Results

40%

AI-Enabled SaaS Platform for Behavioural Planning

Impact Highlights

40%

Reduction in onboarding and verification turnaround time

38%

Reduction in manual review effort

25%

Increase in application completion rate

~30%

Reduction in compliance cost per customer

Challenges

  • Most productivity tools allow users to record goals but fail to help them consistently act on them. Users often struggle to translate long-term ambitions into daily behaviours and maintain accountability over time.

Solution

📋

Designed a product strategy combining behavioural design and AI-driven recommendations to support users through each stage of goal execution. The roadmap prioritised structured onboarding, behavioural analytics, and AI-assisted workflows.

Key Achievements

Deployed AI powered onboarding workflow within six months.

Achieved 99% document classification accuracy.

Onboarded multiple financial institutions within first year.

Interested in working together?

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