Credential Card

Diversification of Cash Management services provided through the B2B Bank portal
BNP Paribas
Working details:
Partnership with Consulting Firm
Multi-purpose Assignment,Case Study
Product Management, Agile Consultant
Skills applied

Growth Strategy, Webapp, Webportal, Reporting, Trading

Digital capabilities

Product Owner,Portfolio Managament,SAFe Agile

Client's Team

Product Mnagament Retail and Investment Bank

Duration (Days)

117

Retail Banking
Context

The bank has gone through a large-scale digital transformation program in a context of low growth and harmonization of digital services. As part of this program, the bank enriched the B2B cash management services to endow clients with a web app suite designed to monitor post-trading activities and reporting.

Approach

Analyzed the post-trading value proposition, all related Use cases, and define persona, Develop a first sales plan to propose the web app suite to existing and prospective clients, Investigated compliance requirements in respect of MIFID2 and legal issues, Designed a roadmap to integrate the service proposition through API.

Outcomes

Digital use cases mapping and understanding of customer persona, Functional scenarios and requirements to match the service offer across existing sales processes and client base between the Retail and Investment bank, The first blueprint of a roadmap API-based “portal to portal” integration.

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