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)


Retail Banking

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.


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.


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.

Share work requirements
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.
Get insights into the structured assessment and sales process Four-step process

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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