Project description:
Building a React Native, B2C finance app demo for banks.
Target customers: Banks in the region, especially for banks in developing countries such as Malaysia and the Philippines.
Project duration: 6 months+ (1 month of defining problems, research and design + 1 month for prototype and pitch deck customisations for banks + 3+ months of MVP building with external development partners).
Working alongside sales teams, financial services solution architects, Tableau solution engineers.
The Eureka B2C finance app is a mobile banking app demonstrating how Salesforce technology improves customer experiences by:
Making the process of mobile loan/credit card applications faster and easier
Giving trust and assurance by having the post-application page that informs customers of their applications’ progress
Having access to the Self Help Bank(FAQs with related product/application process questions), and agents through the chat function by linking to the Salesforce Service Cloud.
Linking and pulling data from the mobile app into Salesforce Financial Services Cloud, where relationship managers, sales agents, and service agents can review data
DESIGN & TECHNICAL CONSIDERATIONS
Hypothesis:
Users want to know what documents are needed prior to applications and how long the process will take
Users want to track their application process and gauge when about it will be approved
Technical solution:
The mobile app utilises several Salesforce solutions and data is pulled from and into the app from Tableau and Financial Services Cloud (Sales+Marketing).
The Mulesoft API system is used to integrate data from legacy systems.
The E-KYC flow will be supported by a partner vendor that is already integrated into the Financial Services Cloud as an app.
The Salesforce Service Cloud is used for post application services (tracking, in-app chat, knowledge articles)
THE USER FLOW
DESIGN SYSTEM
Project description:
The executive finance app.
Target customers: Executives in financial institutions, built in particular for the CEO of BPI(Bank of the Philippine Islands) to showcase how Salesforce data can be presented for his needs
Project duration: 4 months+ (1 month of defining user need, finding technical constraints and designing the prototype + 3 months of MVP building and collaborating with the Tableau team).
Working alongside sales teams, financial services solution architects, Tableau solution engineers.
A B2B app for finance c-suite execs to:
Have access to key business data wherever they go, such as revenue, number of customers, return on equity, CSAT scores, and customer demographics
Get recommendations for improving business goals and metrics from AI from Salesforce back-end data, industry trends, and surveys
Connect to stakeholders about specific data point through Slack
