Discovery Banker Workbench Product Owner Workshop

Problems to be solved

  • Bankers find it challenging to identify and manage customer needs due to our current system architecture.​

  • Changes are regularly made without alignment to a strategic plan​

  • This creates risk for the bank and customers, process waste and data hygiene issues.​

The above has been validated and scoped from a survey to 300+ bankers in different departments and has been pulled out as a theme among the pain points.

"‘All the tools we use are in isolation and don't work together, you have to go in and out of different systems to get the different views required to ensure a holistic picture can be drawn’ -Banker"

Activities

  1. Describe the aspirational experience you want customers to have in your area:

    • from a customer’s perspective: “As a customer, I…”​

    • from a business perspective: “As a bank, we…”

  2. How would you, or could you, measure the above outcome?

  3. What supporting research do you have to validate your aspirational experience?

  4. What artefacts do you have to share with us?

All of the above was also send out as an Agenda item so that all Stakeholders knew the activity and our requirement of getting them to share all the research and data they have about the above.

Outputs

Aligned all the feedback captured during discussions of the workshop to feed back into collective Design Principles as shown in image below.

Vanessa Bodo
Design Lead, driving human-centric innovation.
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