Credential Card

Digitization of key customer documents associated with online cash management operations
BNP Paribas
Working details:
Partnership with Consulting Firm
Multi-purpose Assignment
Product Management, Agile Consultant
Skills applied

Customer Journey, e-Documentation, Workflow, Pricing, Subscription

Digital capabilities

Client's Team

Retail Bank Transformation Program

Duration (Days)


Retail Banking

The 2020 Digital Transformation Program spawned the creation or the update of critical online services for corporate clients. For customer satisfaction and process integration between Front and Middle Offices, digitization of documents emerged as critical to improving customer value, covering use cases such as online onboarding, KYC fact-checking, loans customer journeys, MIFID2 risk/client profile.


Identified uses cases, documents required and end-user, Drafted documentation architecture on the web platform and overall workflow, Prioritized digitization of documents and customer journeys to reduce process frictions on physical Front and Middle Offices and improve cost-effectiveness.


Program realignment on the guiding rules that only “well-defined use cases and streamlined customer journeys are a candidate for digitization.”, Use Case prioritization, The first draft of architecture and workflow.

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You have identified opportunities, unresolved issues, or emerging risks, and you do not have the available resources and skills at the time. Then, you consider the support of a professional consultant.
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Benefits: a streamlined assessment procedure (max. 15 highly focused questions and optional uploads), fact-based, and time-effective (5-10') to help you make your point, get valuable feedback (3 days or so),
and improve the quality of the proposed professional services.

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