Led product excellence at scale within the SAFe framework, championing user experience and design innovation for a financial services platform managing £80bn in assets.
The strategic partnership between Schroders and Lloyds, underpinned by Benchmark Capital’s award-winning adviser platform technology, aimed to build a market-leading wealth management solution capable of scaling to meet the demands of high-value clients and retail investors.
Key challenges included:
To become a top-three UK financial planning provider within five years, leveraging Schroders’ investment expertise and Lloyds’ client reach through robust digital channels.
Integrating Schroders’ asset management with Lloyds’ extensive client base required Benchmark Capital’s adviser platform to deliver scalable, secure technology capable of handling substantial assets and diverse client profiles.
High-net-worth and retail clients demanded seamless, digitally-enabled experiences, offering tailored investment advice, real-time insights, and personalised wealth management solutions.
With large assets under management, regulatory adherence to FCA and PRA standards and robust data security were essential, requiring that all digital offerings embed comprehensive compliance and data integrity measures.
Contracted via the delivery consultancy Agilicist, which led the SAFe transformation within Benchmark Capital, Adeeb Khan directed product strategy, user-centric design, and feature development.
A phased product strategy maturing user experience, technology, and regulatory compliance.
Established a cohesive product vision, strategic roadmap, and feature trees to enhance the customer journey, resulting in a 20% increase in product adoption across three core products.
Developed and launched personalised wealth scorecards, delivering proactive recommendations based on individual financial profiles and market trends, boosting customer engagement by 25% and supporting Schroders’ vision for bespoke wealth management services.
Instituted robust feedback loops through direct client feedback sessions, surveys, and analytics, achieving a 20% increase in customer satisfaction and a 25% uplift in engagement.
Led the development of a reusable design system using InVisionApp and React components via Storybook, standardising design elements across platforms, accelerating development by 40%, and enhancing interface consistency.
Played a key role in visualising the architecture for a complex Azure-based microservices infrastructure. Supporting the development of technical roadmaps to ensure just-in-time delivery of critical technical capabilities, enhancing scalability and performance.
Embedded FCA and PRA regulatory standards and security protocols across the product lifecycle, in collaboration with SOC teams reducing security risk by 25%, ensuring compliance and protecting customer data.
Increased cross-functional alignment and predictability across multiple Program Increments (PIs), increasing throughput by 87% for two product/scrum teams, accelerating time-to-market by 30%.
Strategic, leadership and technical competencies applied to this engagement.
Platforms, systems, and technologies involved.
This engagement matured Schroders’ digital wealth management capabilities by integrating Benchmark Capital’s technology platform and adopting a transformative SAFe-led approach. By streamlining processes, enhancing design consistency, and embedding advanced security measures, the initiative increased platform adoption by 20% and strengthened regulatory compliance.
These achievements provided Schroders with a scalable and agile foundation to deliver personalised, on-brand wealth management solutions, supporting their long-term growth and competitive differentiation.
