SWISS RETAIL BANK
Rethinking Mortgage Advisory: Enhancing the Advisor Journey
A Swiss retail bank modernized its mortgage advisory process through a new digital application to create a more consistent and intuitive workflow for client advisors.
INDUSTRY
Financial Services
DURATION
2 Years
CAPABILITIES
Business Analysis & Requirements Engineering
Functional Solution Design
CX/UX
Challenge
Mortgage advisory processes were fragmented across manual steps and disconnected tools, leading to inefficiencies and an inconsistent experience for client advisors.
The challenge was to consolidate these processes into a single, seamless digital solution that supports a consistent end-to-end advisory flow.
Contribution
Business requirements were translated into functional specifications for the development team.
Working closely with business stakeholders, developers and UX designers, the focus was on defining application functionality, clarifying business rules and shaping the advisor journey.
Outcome
Clear, development-ready functional specifications that aligned business requirements with application functionality and UX design.
These provided the foundation for software development and supported the implementation of the new mortgage advisory application.