The client needed an improved, digital solution to navigate through several types of bank requests for more than 100 customer accounts. To do so, various processes – cash management, treasury document analysis, master data management – needed to be aligned seamlessly. Mindset collaborated with different stakeholders to ideate on improving user experience and overcoming business challenges. The desired solution would create a foundation for creating, amending, closing, and managing all bank account related operations. The team leveraged Design Thinking and Agile Methodology to build an application that enabled four different teams to manage three different types of requests, using three different sets of UI. The solution decreased complexity, streamlined the workflow, and increased user adoption.


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