GLOBAL MARKET DATA PROVIDER
Digital transformation of the servicing experience for global customers and support agents.
A global market data provider engaged Credera to provide delivery leadership, business analysis and architectural excellence, ensuring the successful de-risking of this complex and high-profile global digital transformation initiative.
At a Glance
A global market data provider needed experienced programme delivery leadership, Salesforce architecture expertise, and business analysis skills to fill key roles on Service Digital - a multi-year global transformation programme designed to bring digital capabilities to customers and customer support teams. The programme delivered new AI tools, dramatic improvements in case management KPIs, and new digital experiences.
The Challenge
Overcoming scale and functionality challenges.
Our wealth management client’s existing proposition targeting the wealth market had low penetration, struggling to achieve scale and had limited products and functionality . The existing platform and development organisation had multiple legacy issues that were preventing the execution of a strategy that would allow them to gain market share.
The Solution
Modernising delivery processes for enhanced product design.
Credera facilitated customer journey workshops to define the MVP, and to iteratively improve the digital product design. We introduced modern ways of working practices that were adopted and accelerated delivery across the leadership, engineering, and test automation teams. Our agile framework de-risked the implementation of the technology strategy based on innovative front-end microservices and Azure technologies.
The Results
Transforming engineering capabilities for rapid product development.
We worked with the wealth management client to build proof of concepts based on a new tech stack with product-centric thinking embedded in their teams. We also transformed the client’s current engineering delivery capability through high-performance engineering teams and DevOps methods to build complex new functionality, seeing the launch of a new product in 18 months.
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