GLOBAL UNIVERSAL BANK
Defining the Integration of Third-Party Assets into Digital Banking
A global universal bank aimed to provide clients with a consolidated view of their assets across financial institutions, improving transparency and the digital banking experience.
INDUSTRY
Financial Services
DURATION
3 months
CAPABILITIES
Business Analysis
Functional Solution Design
Challenge
Clients could only view assets held with the bank, limiting their ability to see their overall financial position.
The challenge was to integrate assets held at other financial institutions into a single, consolidated view within the digital banking application.
Contribution
Structured and refined business requirements for integrating third-party assets into the digital banking application.
Defined the user journey and collaborated with business and technology stakeholders through workshops to align requirements, user needs and technical feasibility.
Outcome
A defined user journey and a set of structured requirements for integrating third-party assets into the digital banking application.
These provided a foundation for further solution design and development, with a focus on improving transparency and the client experience.