A leading brokerage firm

Client background & brief:

• Client is an Indian retail brokerage full-service brokerage firm, that as of 2020, was the fifth largest full-service firm and the 8th largest stockbroker in India with 16 lakh customers. ​

• Client is one of the pioneers of online trading in India. But, due to disruptive businesses, they are losing their market share​

• How might we design journeys to deliver product increments with speed for the customers & critical stakeholders by embracing customer centric agile practices​

How did we support:

• We suggested a Design Thinking approach to get the outcome with agility and worked with the business leaders on the following activities:​

  • Step 1 – Setup & Planning (Objectives, Cross functional teams, Sponsor orientation, challenge identification)​

  • Step 2 – Design solutions through 8-week Design Thinking engagement​

  • Step 3 – Solution implementation using agile practices

Journey outcome:

• One click thumbnail to identify persona & provide unique journey for each persona ​

• One stop digital solution to empower individuals through trading tools and modules​

• Goal and profile based curated investment portfolio​

• Enablers for front end teams​

Benefits:

• Quantitative:
  • Under assessment