Klover SaaS Tool: From Numbers to Narratives
VISION & STRATEGY
UX DESIGN
HMW leverage Klover's vast data library to elevate B2B client experiences through a best-in-class consumer insights platform?
Company | Klover (Attain)
Role | Senior Product Designer
Overview
Klover’s consumer business’s mission focused on granting individuals access to financial services using their data as an asset. The next step? Extend that success into a B2B insights platform.
Objective
Our goal was clear: Develop a Minimum Lovable Product (MLP) using the Continuous Discovery approach, emphasizing the shift from outputs to clear, actionable outcomes.
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Key Outcomes Targeted
Identify gaps in the market and explore a possible paradigm shift.
Make the data actionable, organized, and usable.
Surface insights that were previously unknown about customers for Klover SaaS users.
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Discovery
Our approach was systematic:
Stakeholder and user interviews to grasp the challenge and vision.
Workshops, competitor analyses, and persona definitions to frame the MLP.
Mapping out the opportunity space, letting us zoom in on priority areas for our MLP.
Identifying key flows and system architecture.
Solution
From rough sketches to higher fidelity screens, our design cycle revolved around iteration. For the MLP, we leaned into adaptability, designing with a structure that could effortlessly blend with Attain's new branding.
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Key Features
Dashboard: A landing space for Klover SaaS users.
Smart Signals (later termed Insights): Quick access points revealing pivotal consumer data insights.
Audience Creation & Targeting: Utilize demographic, psychographic, and behavioral data to craft audiences and launch campaigns.
Explore Insights (later termed Measurement): Dive deep into data, revealing shopper profiles, cross-purchase analytics, and affinities.
Results
Our joint efforts culminated in an MLP, transitioning Klover smoothly into its SaaS evolution: Attain. Attain BETA launched in January 2023. Since launch, many companies have seen value from using Attain, including:
Sephora used Attain to reach new consumers and convert its competitors’ customers, driving a .45% conversion rate—resulting in a ROAS of $10.56.
Coca Cola used Attain to create an audience and targeted ad campaign which drove a 4.96% conversion rate, leading to a $2.72 return on ad spend.
