These case studies showcase exemplary client engagements, demonstrating Fintama’s multi-disciplinary business, design and tech capabilities.
Target State for Private Banking
Design a compelling and comprehensive target state for the service proposition of a global private bank, ensure alignment of deliverables to the business strategy, define the target operating model including business and IT-architectures, elaborate the implementation blueprint and design for the change organization.
This engagement covered four different business domains with client reporting, online trading, payments and investment services from both internal staff and client lenses.
We developed the proposition design for all four domains embedded in three distinct advisory offerings
We developed a capability model based on our business architecture accelerator to achieve the proposition
We created prototypes to visualize the new journeys and validated them with global user groups and end clients
We designed the high-level component architecture, data architecture and data flows as well as entity model
High Net Worth Mobile Experience
The client, a global private bank formulated the business objective to capture market share of clients with $2m–30m investable assets by evolving the High Net Worth service proposition and developing the lifestyle service model of tomorrow.
Fintama was asked to create a new service proposition for the client segment and produce a personalized mobile experience with the integration of banking, wealth and lifestyle services on one platform.
We conducted a business and technical evaluation of the current mobile experience and identified new service opportunities
We ideated and created a collection of product and service propositions which were validated and prioritized with user groups
We designed a clickable prototype and supporting video footage for a compelling mobile experience around the proposed offerings
We produced a comprehensive logical architecture with component view, data entities and integration strategy