• Expertise Based Engagements

    Projects Involving CLS Pros

  • Energy Projects

    ideation to commercial launch, including initial core technology definition and development

    Project Highlights

     

    Project Title: TrustHab


    Project Brief Description: A purpose-built offering to the student housing segment designed to improve Net Operating Income (NoI) to owners and increase community differentiation to residents from competitors


    Start Date: April 2017

    Completion Date: July 2018

    Project Location: Orlando, FL, USA

    Project Website: www.trusthab.com

     

    Consultant(s)/Member(s) Involved: Mario J Pino, Shane Robinett, Pablo

     

    Consultant(s)/Member(s) Role(s) or Contribution(s): Ideation, Product Definition, Business Plan Creation, Technology Selection, Platform Development and Integration with Third-Party Systems and Devices, Go-to-Market Team Inputs, Sales Organization Set-up including HubSpot Flows, and Market Validation of Business Model


    Partnership Collaborations of Significance: Z-Wave,

     

    Business Impact(s)/Result(s)

    • STP solution for Loans onboarding was accurate in 80% of customer cases when analyzing documents required for onboarding.
    • The STP initiative helped to reduce new applicant processing time from 12 days to under 24 hours.
    • The cards and loyalty projects delivered a strong user experience for enhanced customer engagement.

    Business Scenario

     

    Omni-channel Retail Banking Experiences for Tier One Bank. Creation of a digital onboarding experience to open a new account.

     

    Customer acquisition and engagement is a critical part of the client lifecycle. A large, global retail bank wanted to create straight through processing (STP), a digital onboarding experience created through user experience design matrixing combined with OCR and NLP to scan the required identification card and salary letter required to open a new account.

     

    The client also wanted to apply this onboarding experience to the Loans client onboarding experience.

     

     

     

    Click on image to launch video animation explaining offering

    Approach

     

    Supported the client to create mobile-first public websites for Offers, Airmiles, and Mortgages. We took a mobile-first approach to these projects with the goal for existing or prospective clients to easily educate themselves on products and services.


    We worked with the client to create its first digital-enabled bank branch that brings together these digital elements into a unique, interactive physical space. To create the digital branch, we used design thinking to map and optimize the full customer journey and managed and executed everything from the buildout and interior design of the physical space to the guided tour of that space through the interactive digital user interfaces.

     

     

  • Sustainability Projects

    ideation to commercial launch, including initial core technology definition and development

    Project Highlights

     

    Project Title: TrustHab


    Project Brief Description: A purpose-built offering to the student housing segment designed to improve Net Operating Income (NoI) to owners and increase community differentiation to residents from competitors


    Start Date: April 2017

    Completion Date: July 2018

    Project Location: Orlando, FL, USA

    Project Website: www.trusthab.com

     

    Consultant(s)/Member(s) Involved: Mario J Pino, Shane Robinett, Pablo

     

    Consultant(s)/Member(s) Role(s) or Contribution(s): Ideation, Product Definition, Business Plan Creation, Technology Selection, Platform Development and Integration with Third-Party Systems and Devices, Go-to-Market Team Inputs, Sales Organization Set-up including HubSpot Flows, and Market Validation of Business Model


    Partnership Collaborations of Significance: Z-Wave,

     

    Business Impact(s)/Result(s)

    • STP solution for Loans onboarding was accurate in 80% of customer cases when analyzing documents required for onboarding.
    • The STP initiative helped to reduce new applicant processing time from 12 days to under 24 hours.
    • The cards and loyalty projects delivered a strong user experience for enhanced customer engagement.

    Business Scenario

     

    Omni-channel Retail Banking Experiences for Tier One Bank. Creation of a digital onboarding experience to open a new account.

     

    Customer acquisition and engagement is a critical part of the client lifecycle. A large, global retail bank wanted to create straight through processing (STP), a digital onboarding experience created through user experience design matrixing combined with OCR and NLP to scan the required identification card and salary letter required to open a new account.

     

    The client also wanted to apply this onboarding experience to the Loans client onboarding experience.

     

     

     

    Click on image to launch video animation explaining offering

    Approach

     

    Supported the client to create mobile-first public websites for Offers, Airmiles, and Mortgages. We took a mobile-first approach to these projects with the goal for existing or prospective clients to easily educate themselves on products and services.


    We worked with the client to create its first digital-enabled bank branch that brings together these digital elements into a unique, interactive physical space. To create the digital branch, we used design thinking to map and optimize the full customer journey and managed and executed everything from the buildout and interior design of the physical space to the guided tour of that space through the interactive digital user interfaces.

     

     

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