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 2017Completion 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.
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 2017Completion 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.
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.
International Markets Currently Served by our Consultants:
Mexico (Mexico City)
South America (Colombia)
Caribbean (Dominican Republic & Puerto Rico)
India (Bangalore)
United Arab Emirates (Dubai)
All COLife Location Phone Numbers
USA | +1.407.326.6650
MEXICO | +52.1.55.7923.99084
DOMINICAN REPUBLIC | +
1.809.427.0364
INDIA | +91.9.6062.04543
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