Castell Bank

Financial services

Onboarding in a day, not a month

Castell Bank

Result

29 → 1

Measured as

days to open an account

Duration

18 weeks

Team

1 partner, 3 consultants

Eleven teams each owned a form. We mapped the customer's journey once, then rebuilt it with four.

Eleven teams each owned a form. We mapped the customer's journey once, then rebuilt it with four.

The question

Eleven teams each owned a form. We mapped the customer’s journey once, then rebuilt it with four. The brief we agreed fitted on one line, and we came back to it every Friday.

What we did

A team of 1 partner, 3 consultants worked on site for 18 weeks. We started with the people doing the work, not the reports about it, and tested each change on a small scale before asking anyone to commit.

What changed

29 → 1 days to open an account, measured by Castell Bank’s own finance team a quarter after we left. The method, the model and the dashboards stayed behind with them.

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