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Improving FinTech Brand Loyalty & Revenue by Creating Hyper-personalized Customer Experiences on Mobile

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AGILE CASE

Team 7 Agile Project Management

Today, we embark on an exciting mission: Improving FinTech brand loyalty and revenue through hyper-personalized customer experiences on mobile. Our task is to craft a next-generation mobile application that doesn't just meet expectations but redefines them while creating unforgettable 'mobile moments' for our users.

THE MISSION

THE base : REVOLUT HQ

Key Features and Services

Market Position and Potential

Founded2015, global FinTech companyMissionMake financial services accessible & seamlessFocusDigital-first, mobile-based innovationValuationValued at over $33 billion as of 2021, leading in the FinTech space

Find the clue you need to keep moving forward

Market Position and Potential

Global Expansion Strong presence in Europe, North America, Asia User Base Over 20 million customers Strategic Partnerships Collaborations with banks, financial institutions, tech providers Product Diversification Includes crypto, stock trading, insurance, wealth management Future Growth Focus on scaling, adding savings tools, AI insights, and loans

Key Features and Services

Multi-currency accounts with real-time exchange rates Crypto trading platform for buying/selling/holding Global debit cards Budgeting tools for spending and savings management Investment platform for stocks, commodities, ETFs Insurance offerings (travel, device coverage)

THE base

What about customer epics ??....

Robo Adviser

CUSTOMER EPICS

Educational Information & session based on criteria

AI Chatbox that Aids investment research

Seamless Login & Robust Profile Analysis

Seamless Login & Robust Profile Analysis

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AI Chatbox that Aids investment research

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Educational Information & session based on criteria

Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat enim ad minima veniam?

Robo Adviser

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the base

Find the clue you need to keep moving forward to our Agile Strategic Vision

Education & Insights

Portfolio Review & Risk Profiling

Agile Strategic Vision

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Personalized Investment Recommendations

Onboarding & Profile Setup

Onboarding & Profile Setup

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Right answer

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Personalized Investment Recommendations Review & Risk Profiling

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Portfolio Review & Risk Profiling

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Education & Insights

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the base

But... What is our Killer Feature ? Let's find out

BIG FINANCE Rev.(olution)

Killer Feature

Someone who understands my goals and my investing style. I can be clear and transparent, yet my data is protected. Can I have the best advisor to achieve the best performance? Privacy first, personalization and scale to the consumer. (LLM Agents with big data capacities and anonymization for users). Act as a protector for our client's financial welfare and focus on gaining market share, commissions in second place. (Fiduciary duty learning from regulations and historical lawsuits on financial scams) Sentiment analysis for current ocurrings affecting the decision making of our customers. Delivering documentation for taxation procedures. Ads for companies willing to provide data

QUESTION 2/3

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the base

What about our MVP ???

MVP

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Real-Time Portfolio Performance Tracking

AI-Based Personalized Investment Recommendations

Big Data-Driven Portfolio Analysis

User Profile Setup & Risk Assessment

Big Data-Driven Portfolio Analysis

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AI-Based Personalized Investment Recommendations

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User Profile Setup & Risk Assessment

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Real-Time Portfolio Performance Tracking

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Wrong answer

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Wrong answer

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START OVER?

You've saved the base

Mission Complete

exit

back

You will lose progress

Are you sure you want to go out?

try again

You've destroyed the base......

MISSION FAILED

Info

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