Schroders
Transforming Wealth Management
Executive Summary
Directed strategic product initiatives for a wealth management platform supporting £80bn in assets, establishing the product vision and roadmap that drove 20% platform adoption increase across three products whilst accelerating development by 40% through a reusable design system.
The Challenge
The strategic partnership between Schroders and Lloyds, powered 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-net-worth clients and retail investors.
Strategic Ambition
To become a top-three UK financial planning provider within five years, leveraging Schroders’ investment expertise and Lloyds’ client reach through robust digital channels.
Customer Expectations
High-net-worth and retail clients demanded seamless, digitally-enabled experiences with tailored investment advice, real-time insights, and personalised wealth management solutions.
Regulatory Compliance
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.
Platform 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.
Platform Strategy & Orchestration
As FinTech Product Manager through Agilicist, I established the product vision and strategic roadmap for Schroders’ wealth management platform supporting £80bn in assets under management. Operating across Benchmark Capital’s technology infrastructure, I directed feature development for three core products serving high-net-worth clients and retail investors.
My approach balanced FCA and PRA regulatory requirements with customer-centric innovation, championing design system development and embedding feedback loops that drove measurable increases in platform adoption and customer satisfaction.
Product Excellence
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.
Wealth Scorecards
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.
Customer Insights
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.
Design System
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.
Technical Architecture
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 and enhancing scalability and performance.
Regulatory Compliance
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.
SAFe Agile Maturity
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%.
Capabilities
Expertise
- Auditing
- Security Audits
- Customer-Centric Innovation
- A/B Testing
- Customer Journey Mapping
- Design Systems
- Feedback Loops
- Interaction Design (IxD)
- Persona Development
- Prototyping & Wireframing
- User Research
- Cybersecurity
- Data Encryption
- Data Security & Privacy
- Penetration Testing
- Data & Artificial Intelligence
- Business Intelligence (BI)
- Data Analytics & Insights
- Operating Models & Value Orchestration
- Agile Methodologies
- Continuous Improvement
- Cross-Functional Collaboration
- Resource & Capacity Planning
- Risk Management
- People & Culture
- Team Development & Coaching
- Platform & Product Strategy
- Competitive & Market Analysis
- Executive/Board Stakeholder Management
- Feature & Enabler Trees
- OKR & KPI Definition
- Product Lifecycle Management
- Release Planning & Management
- Strategic Roadmaps
- Strategic Themes
- Value Streams
- Version Roadmap
- Quality Assurance
- Quality Assurance (QA)
- Technology & Infrastructure
- API Management
- Cloud Strategy & Management
- Technical Architecture & System Design
Technologies
- Backend & Cloud Infrastructure
- Microsoft Azure
- Collaboration & Productivity Tools
- Microsoft SharePoint
- Microsoft Teams
- Miro
- Slack
- Data & Analytics
- Google Analytics
- Design & User Experience
- InvisionApp
- DevOps & Site Reliability
- Azure DevOps Pipelines
- Azure Repos
- Datadog
- Docker
- Front-End Development
- CSS
- HTML
- JavaScript
- React
- TypeScript
- Project & Product Management
- Atlassian Confluence
- Atlassian Jira
- Big Agile
- Strategy & Business Planning
- Microsoft Excel
- Microsoft Power BI
- Microsoft PowerPoint
- Microsoft Word
Results & Outcome
The transformation delivered more than product features. It established a customer-centric product operating model for a wealth management platform supporting £80bn in assets, evolving Schroders’ approach from fragmented initiatives to a cohesive digital experience capable of competing with digital-first wealth management platforms.
Platform Adoption
increase in platform adoption across three core products through enhanced customer journey and product vision.
uplift in customer engagement through personalised wealth scorecards delivering tailored recommendations.
increase in customer satisfaction through robust feedback loops and direct client sessions.
Operational Excellence
faster time-to-market through SAFe agile maturity and cross-functional alignment.
acceleration in development through reusable design system and component library standardisation.
throughput increase for two product teams across multiple Program Increments.
Security & Compliance
reduction in security risk through embedded FCA and PRA regulatory standards and SOC collaboration.