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:
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.
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.
