BRED
Reinventing the BRED customer adviser experience – the start of a new banking relationship
BRED

The mission

To design a secure tablet-based app for use during customer appointments, allowing customer advisers to identify the best solution to the stated needs and intentions.

The ambition

This new digital tool reflects BRED's commitment to establishing a new, truly collaborative relationship between its advisers and customers.

Our response Our stance

An app to support the customer adviser's expertise

We needed to deliver exactly the right solution for our client, and ensure that the project would be well-received internally. We therefore decided to work closely with all participants during the design process, holding a series of workshops attended by business teams and future users (customer advisers). At each of these meetings, we worked alongside the participants on a range of issues including design (ergonomics, artistic direction) and technical questions (network and development engineers). This gave us an opportunity to discuss the client's real needs and expectations, and ensure that the new interface offered targeted solutions. We also produced an internal video to present the solution.

Using agile methods to reach the POC stage quickly

The tight time scales meant that we needed to run the design and implementation phases concurrently. We therefore adopted a fast-paced, iterative agile approach, allowing us to produce a functional prototype in quick time, reflecting business needs and the outcomes of the collaborative workshops.

The result
In the space of just 3 months, we ironed out the client’s needs in detail, established the project framework and updated the features that were most important to the advisers to help them manage their discussions with customers. Designed specifically for and with BRED, this new digital tool is intuitive, interactive and secure, even when used on the go.
7 collaborative
7 collaborative
development workshops
3 months
3 months
of design and development work
1 multi-disciplinary
1 multi-disciplinary
team
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