OUTSYSTEMS IN ACTION / BANKING & FINANCIAL SERVICES

How a bank delivered its first digital onboarding phase in under three months

A tailored banking experience starts with the process that customers need to complete. This bank connected mobile onboarding and later responded to an urgent assistance need. Explore the two releases and their distinct delivery scopes.

Illustrative business and technology leaders discussing enterprise application plans

RESULTS REPORTED IN THE SOURCE

<3

months for the initial digital onboarding phase

3

developers on that initial onboarding project

2 days

delivery of the separate assistance portal by two developers

THE BUSINESS CHALLENGE. THE CHANGE. THE RESULT.

The challenge

Off-the-shelf digital banking products did not fit the bank’s customer experience, internal processes and specific service requirements.

The change

The bank used OutSystems to create a tailored mobile onboarding journey and later built a separate pandemic-era customer-assistance portal.

The outcome

The source reports an initial onboarding phase delivered by three developers in under three months. The separate assistance portal took two developers two days.

Source: customer case study published by OutSystems. Brief prepared by Digital Alchimia.

DIGITAL ALCHIMIA’S DELIVERY PERSPECTIVE

What could this approach unlock for your business?

The useful next step is to connect the story to your own operating reality. Here are the questions we would bring into that conversation.

01

Build the customer journey around the bank’s actual process.

A digital account-opening screen needs to connect to the document checks, records and authorized decisions behind it. Agree those handoffs before committing to the next release. OutSystems specialists can reinforce implementation while the bank defines its service and approval responsibilities.

02

Scope an urgent portal as a distinct release.

A rapid assistance workflow should have clear information requirements, routing and a service owner who can resolve questions. Keep its timeline separate from the broader digital banking program. That makes the immediate delivery easier to govern and the next iteration easier to plan.

START WITH THE WORK THAT NEEDS TO CHANGE

You bring the business challenge. We help shape the delivery team.

Digital Alchimia provides OutSystems professionals and delivery expertise for application development, modernization and evolution. Whether you need to reinforce an existing team or explore a new initiative, we can discuss the capabilities, responsibilities and next steps that fit your context.

A useful starting brief

✓ The process or customer journey you want to improve

✓ Where work waits, repeats or depends on disconnected systems

✓ The expertise already available in your team

✓ The outcome you want to measure and the timeframe to explore

Turn a promising idea into a useful conversation.

Tell us where your business needs to move faster and where your team needs additional expertise. Let’s explore an OutSystems approach shaped around your requirements.