Goals101
wealthtech-retail . personal finance management
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About
Goals101 is a FinTech venture launched by Harvard Business School Alum’s, who have successfully sold their previous 2 enterprises to some of the world’s biggest companies. Goals101 intends to disrupt the banking customer‘s experience.
Goals101 is an advisory platform to provide real time loans ,offers & saving etc.
Focus
PRODUCTS & SERVICES
Financial advisory platform for real-time loans, savings and offers. It manages the real time customers account spending keeping in view the savings and future goals.
REVENUE MODEL
Our product - Engage - works on SaaS model. Additionally, the company earns revenue by charging fee on merchant & financial transactions
MAIN CLIENTS
Individuals and B2C looking for future financial planning and loans.
EXISTING PARTNERSHIPS
Strategic tie ups with B2C brands like etailers
offline retailers
foodtech
travel
health
financial services etc.
to make them use their financial offerings.
COMMENT
Suggests financial and non financial offerings with the help of machine learning and artificial intelligence algorithms run by backend engine.
Momentum
FUNDED
NO
TOTAL FUNDING
$3.5 M
DATE OF LAST FUNDING
Sep 2018
SEED & PRIOR FUNDING
$3.5 M
SEED CLOSED ON
Sep 2018
LISTED
NO
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Goals101
About
Goals101 is a FinTech venture launched by Harvard Business School Alum’s, who have successfully sold their previous 2 enterprises to some of the world’s biggest companies. Goals101 intends to disrupt the banking customer‘s experience.
Focus
PRODUCTS & SERVICES
The venture aims to introduce Intelligent Banking helping Banks to Engage & Converse with their customer’s on real time basis. This allows customers to view their transactions in a more delightful manner, manage them better, set goals (savings and other-wise) etc & spend on more relevant real time deals and offers. The backend engine running Machine Learning & Artificial Intelligence Algorithms would automatically suggest relevant financial and non-financial offers to help customers achieve their goals & increase bank transactions, since these will be real time and more relevant to each persona – real time micro-targeting
REVENUE MODEL
Our product - Engage - works on SaaS model. Additionally, the company earns revenue by charging fee on merchant & financial transactions
People
INVESTORS:
Momentum
FUNDED
YES
FUNDING COMPLETED
NO
LISTED
NO