Schroders

Transforming Wealth Management

Schroders logo featured in a case study showcasing digital wealth management transformation, regulatory compliance, and customer-centric innovation led by Adeeb Khan.
Schroders HQ in London, showcasing the organisation’s focus on innovative digital wealth management and sustainable practices.

Led product excellence at scale within the SAFe framework, championing user experience and design innovation for a financial services platform managing £80bn in assets.

Challenge

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.

Top-Tier Financial Planning Business

To become a top-three UK financial planning provider within five years, leveraging Schroders’ investment expertise and Lloyds’ client reach through robust digital channels.

Platform Scalability & Integration

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.

Customer Expectations in Wealth Management

High-net-worth and retail clients demanded seamless, digitally-enabled experiences, offering tailored investment advice, real-time insights, and personalised wealth management solutions.

Regulatory Compliance & Security Standards.

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.

Competencies & Technologies

Skills & Expertise

Strategic, leadership and technical competencies applied to this engagement.

  • Cybersecurity
    • Data Encryption
    • Data Security & Privacy
    • Penetration Testing
    • Security Audits
  • Data & Insights
    • Business Intelligence (BI)
    • Data Analytics & Insights
  • Experience Design
    • A/B Testing
    • Design Systems
    • Feedback Loops
    • Interaction Design (IxD)
    • Journey Mapping
    • Persona Development
    • Prototyping & Wireframing
    • User Research
  • Operations & Process Optimisation
    • Agile Methodologies
    • Continuous Improvement
    • Kanban
    • Lean
    • Operational Performance & Reporting
    • Scaled Agile Framework (SAFe)
  • Strategy & Product Management
    • Digital Transformation
    • Innovation
    • OKRs & KPIs
    • Performance Measurement & Analytics
    • Problem Statement
    • Product Feature/Enabler Tree
    • Product Lifecycle Management
    • Product Strategy
    • Release Planning
    • Risk Management & Mitigation
    • Strategic Planning
    • Strategic Roadmap
    • Strategic Themes
    • Version Roadmap
  • Technology
    • API Management
    • Cloud Infrastructure & Platforms
    • Front-End Frameworks
    • Microservices Architecture
    • Responsive & Adaptive Design
    • Technical Architecture & System Design
Platforms & Systems

Platforms, systems, and technologies involved.

  • Atlassian Confluence
  • Atlassian Jira
  • Big Agile
  • Datadog
  • InVisionApp
  • Kubernetes
  • Microservices
  • Microsoft Azure
  • Microsoft PowerPoint
  • Microsoft SharePoint
  • Microsoft Teams
  • Mural
  • React
  • Storybook

Conclusion

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.

Back to Top