SaaS Platform for a Fortune 500 Bank's Fintech Products
Client: U.S. Fortune 500 Bank
Role: Senior Product Experience Consultant
Dates: Q2 2022 - Q1 2023
I had the opportunity to work on a SaaS platform for a Fortune 500 bank. This was an extension and expansion of a prior engagement. The project encompassed extensive research with enterprise SaaS buyers and technical integrators, analysis of existing SaaS and BaaS platforms, marketplace trends, and industry best practices. It also involved extensive prototyping, and close collaboration with the engineering team for handoff and ongoing support.
Project at a Glance:
- A new SaaS platform for commercializing embedded financial products
- Extensive research with enterprise buyers and integrators
- Extensive prototyping
- Internal engineering team handoff and support
Key Features:
- Self-service, fully-functional trials
- Low-code/no-code integrations and 3rd-party interoperability
- Intuitive tutorials, documentation & support
- Extensive customization
- Robust dashboards, reporting and raw data
- API and transaction management tools and logs