Berenberg is an investment bank. Its initial customers must have invested at least 3 million Euros, and it is the second oldest bank institution still in operation in the world. This prestige and tradition then bring a great legacy to their digital services.
Backbase offers the market a white label product, so customers can customize according to their strategy. The construction of this strategy is part of the offer to customers when implementing the product.
Our challenge was to connect the product offered by Backbase to their clients needs, in addition to selling the concept within the company to senior management, as it was a historic milestone for the company.
Unlike a consultancy that produces everything from scratch, Backbase has its product with specific features, seeking the best market practices and applying this in the most different niches.
To have a more transparent strategy, our process used the Value Proposition Canvas as a base, changing its end to the solutions already offered by Backbase. Thus we mapped the users' pains and needs.
Therefore, our MVP would have great agility and would directly address the needs of users from interviews and surveys.
After interviews and workshops with clients and the Berenberg team, we started the mapping study of the current functionalities, discussing which strategies to start the visual project.
Within this process, we deal with security and integration with other services, in addition to working with customers' points of contact with the digital services. This mapping helped to understand where we should focus our efforts and trace the same holistic communication.
To continue with the design strategy after the end of the consultancy, a document was delivered with guides and definitions of elements so that the bank's designers could continue.