GLOBAL UNIVERSAL BANK
Digital Banking Experience Improvement
A consolidated view of client assets across institutions was defined to enhance transparency and improve the overall digital banking experience.
INDUSTRY
Financial Services
DURATION
3 months
CAPABILITIES
Solution Design
CX/UX Strategy
Challenge
Existing online banking solutions provided only a partial view of client assets, limiting transparency and the overall user experience.
The challenge was to define a structured approach for integrating third-party data and ensuring a consistent and intuitive client journey across systems.
Solution Approach
Business and technical requirements were structured and refined to enable the integration of third-party assets into the digital banking platform.
A clear user journey was defined to ensure a seamless and intuitive experience for clients.
Close collaboration with stakeholders was established through a series of workshops, aligning business needs with technical feasibility and ensuring a shared understanding of the solution.
Result
A structured foundation for integrating third-party assets was established, including a comprehensive user journey and aligned requirements, enabling the extension of the digital banking solution.