SWISS RETAIL BANK
Mortgage Advisory Experience & Platform Transformation
Fragmented mortgage advisory processes were consolidated into a single digital solution, creating a seamless end-to-end flow and a more intuitive, efficient experience for client advisors.
INDUSTRY
Financial Services
DURATION
2 Years
CAPABILITIES
Business Process Design
Solution Design
CX/UX Stratgy
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.
Solution Approach
Multi-disciplinary inputs were consolidated into clear, development-ready specifications.
Business domain logic, software development constraints, and CX/UX requirements were considered to ensure consistent and executable implementation.
Result
A new mortgage advisory application was developed from the ground up, resulting in a consistent advisory solution.