Investments in the client app
Problem Missing data
Undefined. The PO’s material is a template with gaps: it doesn’t say whether the client wants to see, understand or act on their portfolio, or what they lack today. PA-1 PA-2
Users Partial
Known: a private banking client who already uses the app. Assumed: holds at least one portfolio or mandate, with varying financial knowledge. SUP-1 SUP-2
Goal Pending
The only fixed point is that investing (portfolios, mandates, positions, returns and orders) is built into the current app. PA-1
Metrics 3 to define
- Adoption: % of clients with a portfolio who open the section within 30 days.
PA-6 - Outcome: time to complete an order, or calls to the adviser with questions.
- Data quality: figures shown with a valuation date. Proposed: 100%.
Scope Defined
- Investment features inside the existing app, not a new app.
- Every order goes through review and explicit confirmation before it is sent.
Problem Missing data
Undefined. The PO’s material is a template with gaps: it doesn’t say whether the client wants to see, understand or act on their portfolio, or what they lack today. PA-1 PA-2
Users Partial
Known: a private banking client who already uses the app. Assumed: holds at least one portfolio or mandate, with varying financial knowledge. SUP-1 SUP-2
Goal Defined
Clients with a portfolio can check and understand their investments in the app without calling their adviser. Primary metric: 30-day adoption. PA-1
Metrics 1 to define
- Adoption (primary): % of clients with a portfolio who open the section within 30 days. Target: 35%.
PA-6 - Outcome: calls to the adviser about positions. Target: −20%.
- Data quality: figures shown with a valuation date. Proposed: 100%.
Scope Defined
- Investment features inside the existing app, not a new app.
- Every order goes through review and explicit confirmation before it is sent.
Problem To validate
Hypothesis: the client can’t see their portfolio in the app and relies on the adviser for simple questions. To be validated in the Understand phase with 6 interviews. PA-1 PA-2
Users Partial
Known: a private banking client who already uses the app. Assumed: holds at least one portfolio or mandate, with varying financial knowledge. SUP-1 SUP-2
Goal Defined
Clients with a portfolio can check and understand their investments in the app without calling their adviser. Primary metric: 30-day adoption. PA-1
Metrics Defined
- Adoption (primary): % of clients with a portfolio who open the section within 30 days. Target: 35%.
PA-6 - Outcome: calls to the adviser about positions. Target: −20%. Baseline: 410 a month.
- Data quality: figures shown with a valuation date. Proposed: 100%.
Scope Defined
- Investment features inside the existing app, not a new app.
- Every order goes through review and explicit confirmation before it is sent.