Case Study

Delivering a digital banking platform for a global private bank.

Explore how we helped a global private bank adapt and launch a modern digital banking platform, giving clients secure access to investment information and services through a tailored mobile experience.

About

Modern banking, tailored to local requirements.

A global private bank partnered with Evolution Group to deliver a digital banking platform for clients in a highly regulated offshore jurisdiction.

The objective was to adapt an existing banking application already used in another market and tailor it to local regulatory requirements, service offerings and client expectations. The result was a modern, convenient digital experience that gave clients greater visibility of their portfolios and easier access to banking services.

project at a glance

Industry

Financial services

A global wealth management and private banking environment operating across multiple jurisdictions and regulatory frameworks.

Scale

£1.25m digital transformation

Implementation and localisation of an enterprise digital banking platform for client use.

Duration

1 year

A focused programme delivered from design and adaptation through to rollout and adoption.

Results

Successfully launched digital banking platform

A modern, client-facing digital service delivered on time, within budget and aligned to local regulatory requirements.

Our Approach

We combined programme leadership, governance and stakeholder engagement to adapt an existing platform for a new market while maintaining quality and control throughout delivery.

PHASE 1

Assessment

We worked with stakeholders across multiple jurisdictions to understand the existing platform, local requirements and the changes needed for successful implementation.

Assessed existing platform capabilities and service offerings
Identified regulatory and operational differences between jurisdictions
Defined local requirements and delivery scope

PHASE 2

Design & Governance

We established governance, reporting and testing frameworks to ensure the solution met quality standards and stakeholder expectations.

Implemented programme governance and reporting structures
Managed stakeholder alignment across business and technology teams
Developed a comprehensive testing strategy

PHASE 3

Delivery & Rollout

We oversaw delivery, testing and implementation, ensuring the platform was ready for client adoption and operational support.

Coordinated platform configuration and localisation
Managed end-to-end testing and quality assurance
Supported rollout and stakeholder readiness activities

Result

A modern digital experience for private banking clients.

The programme delivered a secure digital banking platform that enabled clients to view investment portfolios, access relevant market information and engage more easily with relationship managers.

Delivered on time, within budget and to the required quality standards, the platform provided a more modern customer experience while meeting the regulatory and operational requirements of the local market.