Strengthening life long relationships
Designing an ambitious, achievable and on-brand vision for onboarding High Net Worth clients to Evelyn Partners.
This experience definition and service blueprint is X Y Z
Insight
Onboarding is a two way street. For high-net worth
Paper vs. digital
ATTIDUES ARE DIFFERENT PROPESITY TO
Idea
A product at the heart of the experience. A shared space between clients and advisers to collaborate on the tasks needed. .
Impact
Delivered a North Star service blueprint to unite multiple business units around a common vision for onboarding clients. This sets the direction for all
As Is
User story backlog