Developing a partnership of trust.
Swiss financial services company | Agency: Namics
It is not all about reaching goals and celebrating go-lives.
Let’s talk about how to establish a strong partnership within and across disciplines, teams, companies and borders.
Challenge
With 8 project teams and a total of 47 individuals, we are supporting our customer in achieving their goal of providing the best usability of a banking website.
We support in the areas of research, strategy, conception, specification, implementation and testing. Numerous projects with several business areas and multiple stakeholders also entail challenges:
Complex collaboration model: cross-functional team on multiple locations and a multi-company setup
Continuous alignment of multiple stakeholders over several business areas
Steady reorganisations and constant change management
Process
Setting joint goals
For us, account management implies that an entire team is focusing on common goals. Together, we define our account vision, define yearly business and relationship goals, break them down into concrete actions and assign tasks to all team members.
Working along with our values
We are aiming to deliver high quality, work efficiently and open-minded, and to always improve our ways of working and collaborating. Besides, our Account Team has always fostered an open, transparent, and trusting relationship with the client.
Nurturing our team spirit
Weekly team meetings ensure alignment, exchange, and reciprocal support between projects internally. Meet-ups on locations or virtually help us to maintain an excellent team spirit shared across disciplines, companies, and locations.
Impact
The constant high quality and effort, as well as the outstanding client relationship, paid off, leading to substantial growth.
Highly successful outcomes in both revenue and margin.
Our deep experience and high efficiency have won the team several new projects in new business areas.
Our open and constructive culture of dialogue and feedback within the team and with the client helps to continuously improve our ways of working.
Contribution
I took the responsibility for the customer from 2017 to 2022. I ensured the alignment between different teams and project streams and kept up a constant high delivery quality of the team members. Being the central contact person for our customer I was also the decision-maker for all customer concerns.
Responsible for client development, acquisition, and pitches
Responsible for contracts, resources and solving impediments
Accountable for delivery quality, consistency throughout various projects as well as client and team happiness
Highlights of our collaboration
Public Web Platform
With a fresh look, the financial services company is positioning itself as a modern bank for its clients. Namics implements the project technically and is responsible for the frontend and backend relaunch. One challenge is to orchestrate the multi-agency setup and combine concept, branding, user experience, design, and technical implementation into a good solution.
Our collaboration for the implementation and further development of the public web platform is lasting for over five years now.
Continuous improvement
Our ambition to continuously improve, increase efficiency and enable a smooth collaboration led us to a new streamlined process. This process ensures clarity from design to testing and a high degree of parallelization and alignment.
We increase efficiency and time-to-market
Relevant stakeholders are involved at an early stage
Components are aligned among all stakeholders
Technical feasibility is guaranteed from the start
Digital Candidate Journey
The Swiss bank wants to position itself as an attractive employer in the war for talents. Yet, the involved stakeholders, heterogeneous applicants, and legal conditions are a challenge for a seamless recruiting process. As a first step, we took a close look a the process with an analysis of the customer journey of the applicants, as well as hiring managers.
A comprehensive service blueprint visualizes the entire recruiting process from job search to an employment contract. Based on this various optimization possibilities are now being implemented step by step.