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AGILE CASE
Improving FinTech Brand Loyalty & Revenue by Creating Hyper-personalized Customer Experiences on Mobile
start
Team 7 Agile Project Management
THE MISSION
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 base : REVOLUT HQ
Founded2015, global FinTech companyMissionMake financial services accessible & seamlessFocusDigital-first, mobile-based innovationValuationValued at over $33 billion as of 2021, leading in the FinTech space
Market Position and Potential
Key Features and Services
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 ??....
CUSTOMER EPICS
Seamless Login & Robust Profile Analysis
AI Chatbox that Aids investment research
Educational Information & session based on criteria
Robo Adviser
Seamless Login & Robust Profile Analysis
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?
AI Chatbox that Aids investment research
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?
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
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?
the base
Find the clue you need to keep moving forward to our Agile Strategic Vision
Agile Strategic Vision
Onboarding & Profile Setup
Portfolio Review & Risk Profiling
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Personalized Investment Recommendations
Education & Insights
Onboarding & Profile Setup
Wrong answer
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Right answer
Personalized Investment Recommendations Review & Risk Profiling
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Portfolio Review & Risk Profiling
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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?
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Education & Insights
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the base
But... What is our Killer Feature ? Let's find out
Killer Feature
BIG FINANCE Rev.(olution)
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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Wrong answer
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the base
What about our MVP ???
MVP
User Profile Setup & Risk Assessment
Big Data-Driven Portfolio Analysis
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AI-Based Personalized Investment Recommendations
Real-Time Portfolio Performance Tracking
Big Data-Driven Portfolio Analysis
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Wrong answer
AI-Based Personalized Investment Recommendations
Wrong answer
Wrong answer
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?
Right answer
Wrong answer
User Profile Setup & Risk Assessment
Wrong answer
Wrong answer
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?
Right answer
Wrong answer
Real-Time Portfolio Performance Tracking
Wrong answer
Wrong answer
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?
Right answer
Wrong answer
Mission Complete
You've saved the base
START OVER?
Are you sure you want to go out?
You will lose progress
exit
back
MISSION FAILED
You've destroyed the base......
try again
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