Most Searched on Google

Financial Calculators

Financial Calculators

Financial Calculators

Indians search for financial calculators a lot—and Max Life is already leading on Google! From Credit Score to SIP and Income Tax Calculators, these tools help users make informed money moves. But there’s room to improve UX—simplifying navigation, boosting readability, and adding personalized insights. The goal? Make these calculators not just useful, but effortless and engaging!

Identifying the problem

Identifying the problem

Pitfalls of the old design

Pitfalls of the old design

Pitfalls of the old design

Lack of Visual Representation: No graphs or visual aids to simplify complex calculations, unlike competitors.

Inconsistent Design Language: UI elements deviated from our established design system, reducing trust.

Poor Content Hierarchy: Key outcomes like maturity value were buried among less important details.

Unclear Input Flow: Users expected to start with duration or interest rate, not investment amount.

Expectations

Behind the business ask

Behind the business ask

Behind the business ask

Low Conversion Rates:

Users often abandoned the page before completing calculations or taking action.

Low Conversion Rates:

Users often abandoned the page before completing calculations or taking action.

Low Conversion Rates:

Users often abandoned the page before completing calculations or taking action.

Poor Feature Discovery:

Critical elements like cross-sell offers and investment insights were buried, reducing engagement.

Poor Feature Discovery:

Critical elements like cross-sell offers and investment insights were buried, reducing engagement.

Poor Feature Discovery:

Critical elements like cross-sell offers and investment insights were buried, reducing engagement.

Poor Feature Discovery:

Critical elements like cross-sell offers and investment insights were buried, reducing engagement.

Lack of Visual Clarity:

Competitor tools effectively used graphs and visual aids to simplify complex data — our calculators relied heavily on text, overwhelming users.

Lack of Visual Clarity:

Competitor tools effectively used graphs and visual aids to simplify complex data — our calculators relied heavily on text, overwhelming users.

Lack of Visual Clarity:

Competitor tools effectively used graphs and visual aids to simplify complex data — our calculators relied heavily on text, overwhelming users.

Lack of Visual Clarity:

Competitor tools effectively used graphs and visual aids to simplify complex data — our calculators relied heavily on text, overwhelming users.

Content Hierarchy Issues:

Important outcomes like maturity value, tax savings, and total investment were lost in cluttered layouts.

Content Hierarchy Issues:

Important outcomes like maturity value, tax savings, and total investment were lost in cluttered layouts.

Content Hierarchy Issues:

Important outcomes like maturity value, tax savings, and total investment were lost in cluttered layouts.

CTA Visibility Problems:

Calls-to-action were either hidden or lacked prominence, further reducing conversions.

CTA Visibility Problems:

Calls-to-action were either hidden or lacked prominence, further reducing conversions.

CTA Visibility Problems:

Calls-to-action were either hidden or lacked prominence, further reducing conversions.

CTA Visibility Problems:

Calls-to-action were either hidden or lacked prominence, further reducing conversions.

Content Hierarchy Issues:

Important outcomes like maturity value, tax savings, and total investment were lost in cluttered layouts.

Content Hierarchy Issues:

Important outcomes like maturity value, tax savings, and total investment were lost in cluttered layouts.

Low Conversion Rates:

Users often abandoned the page before completing calculations or taking action.

Low Conversion Rates:

Users often abandoned the page before completing calculations or taking action.

Calculators we had to build

Calculators we had to build

  • Credit Score Calculator

  • Recurring Deposit (RD) Calculator

  • Systematic Investment Plan (SIP) Calculator

  • Public Provident Fund (PPF) Calculator

  • Income Tax Calculator

Expectations

Process breakdown

Process breakdown

Process breakdown

Business Insights & PRD Analysis

Business Insights & PRD Analysis

Studied business requirements, user pain points, and data insights to understand key challenges.

Studied business requirements, user pain points, and data insights to understand key challenges.

Studied business requirements, user pain points, and data insights to understand key challenges.

Studied business requirements, user pain points, and data insights to understand key challenges.

Competitor Analysis

Competitor Analysis

Analyzed industry to identify practices like data representation, content hierarchy, and engaging CTAs.

Analyzed industry to identify practices like data representation, content hierarchy, and engaging CTAs.

Analyzed industry to identify practices like data representation, content hierarchy, and engaging CTAs.

Analyzed industry to identify practices like data representation, content hierarchy, and engaging CTAs.

User Flow Creation

User Flow Creation

Mapped intuitive user journeys to simplify navigation, ensuring key actions felt natural and seamless.

Mapped intuitive user journeys to simplify navigation, ensuring key actions felt natural and seamless.

Mapped intuitive user journeys to simplify navigation, ensuring key actions felt natural and seamless.

Mapped intuitive user journeys to simplify navigation, ensuring key actions felt natural and seamless.

Design & Iteration

Design & Iteration

Applied visual design principles, integrated feedback, and iterated to refine clarity, usability, and engagement.

Applied visual design principles, integrated feedback, and iterated to refine clarity, usability, and engagement.

Applied visual design principles, integrated feedback, and iterated to refine clarity, usability, and engagement.

Applied visual design principles, integrated feedback, and iterated to refine clarity, usability, and engagement.

Mapping

User flows

User flows

User flows

The flow illustrated here represents the journey for the Recurring Deposit (RD) Calculator. Each step guides users from discovering the calculator to viewing detailed outcomes like total investment, interest, and tax benefits. While this showcases just one example, we designed dedicated user flows for each calculator to ensure tailored experiences that addressed unique inputs, outputs, and user needs. This structured approach improved clarity, reduced friction, and aligned with the platform’s goals of providing actionable financial insights.

Creating

Box level wires

Box level wires

Creating

Box leve wires

Interface

Crafting the interface

Crafting the interface

Crafting the interface

Guided Input Fields for Clarity:

Guided Input Fields for Clarity:

The left panel simplifies data entry with clear labels for key variables like Investment Amount, Growth Rate, and Duration. Using stepper controls ensures precise adjustments without manual typing errors, enhancing usability.

The left panel simplifies data entry with clear labels for key variables like Investment Amount, Growth Rate, and Duration. Using stepper controls ensures precise adjustments without manual typing errors, enhancing usability.

Outcome-Driven Results Section:

Outcome-Driven Results Section:

The results area is designed to align with user goals — prominently showcasing Total Investment, Interest Earned, and Estimated Returns. By positioning the returns in a green-highlighted box, we ensured users can easily identify potential outcomes.

The results area is designed to align with user goals — prominently showcasing Total Investment, Interest Earned, and Estimated Returns. By positioning the returns in a green-highlighted box, we ensured users can easily identify potential outcomes.

Data Visualization for Enhanced Understanding:

Data Visualization for Enhanced Understanding:

Win new customers with the #1 email marketing and automations brand* that recommends ways to get more opens clicks.

Win new customers with the #1 email marketing and automations brand* that recommends ways to get more opens clicks.

Created 40+ unique sections

The interactive bar graph conveys investment progression over time, illustrating profit growth versus invested capital. The tooltips provide granular insights into year-wise returns, supporting informed decision-making.

The interactive bar graph conveys investment progression over time, illustrating profit growth versus invested capital. The tooltips provide granular insights into year-wise returns, supporting informed decision-making.

Cross-Sell Integration for Business Goals:

Cross-Sell Integration for Business Goals:

Win new customers with the #1 email marketing and automations brand* that recommends ways to get more opens clicks.

Win new customers with the #1 email marketing and automations brand* that recommends ways to get more opens clicks.

Action-Oriented CTA Placement:

Action-Oriented CTA Placement:

The bold Invest Now button maintains high visibility and is positioned strategically to capture user intent once calculations are complete.

The bold Invest Now button maintains high visibility and is positioned strategically to capture user intent once calculations are complete.

RD calculator

SIP calculator

Income tax calculator

CIBIL calculator

Outcome

Final impact

Final impact

Final impact

1%
1%

Rise in CTR

Rise in CTR

Rise in CTR

Rise in CTR

0%
0%

Boost in engagement

Boost in engagement

Boost in engagement

Boost in engagement

0%
0%

Growth in organic traffic

Growth in organic traffic

Growth in organic traffic

Growth in organic traffic

0 Lakh +
0 Lakh +

Monthly visitors

Monthly visitors

Monthly visitors

Monthly visitors

You made it this far, thank you.

You made it this far, thank you.

You made it this far, thank you.

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