Case study 03 · Financial services

Credit information in one place.

A financial services application that helps customers understand their credit relationships and explore available products.

Close-up of both hands holding a smartphone showing an application screen

What changed

Customers can review available credit relationship information and explore financial services through a single product experience.

30 minutes

end to end until a case is disbursed

Total process time for a customer, previously spread across manual steps.

1,000+

registered customers

Using the mobile and web experiences on the same backend services.

4 → 1

financial services in one application

Credit information, loans, cards and instalment products share one journey.

01Delivery scope

What the work covered.

Mobile and web applications connected to financial service APIs, covering credit relationship information and discovery of loans, cards and instalment products.

02Engineering context

The parts that had to work together.

The product brought several financial services into one experience. Clear navigation and the connection between customer-facing screens and backend information were central to the scope.

How the parts connect3 parts · one system

01
Customer experience
Mobile and web applications
02
Service integration
Financial service APIs
03
Financial information
Credit relationships and available products

Functional overview of the customer journey and supporting services. This diagram summarises the project scope; it is not a production architecture diagram.

03 · The challenge

Customers needed a straightforward way to view credit relationship information and navigate a broad range of financial products from one application.

04 · What we built