Mastering Strategic Product & Service Design

Crafting your exceptional value proposition

At DynaFin Consulting, our passion lies in guiding financial services through strategic product and service design.
In today's dynamic and customer-centric landscape, the success of financial institutions hinges on delivering outstanding value to clients. At DynaFin Consulting we guide our clients to stay ahead of the curve, differentiate themselves from competitors, and foster lasting customer loyalty.

Our insights

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EU FIDA Proposal: Financial Data Access and Innovation

You want to know more about FIDA ? Download our presentation here  What is FIDA? In 2015, the European Union (EU) embarked on a transformative journey with the introduction of the Payment Services Directive 2 (PSD2) marking a significant leap toward Open Banking and Strong Customer authentication (SCA). The primary goal was to enhance competition, spur innovation, […]
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Financial Services Business Model Transformation

Financial Services Business Model Transformation Financial Services Business Model Transformation Financial Services Business Model Transformation At DynaFin, we recognize that innovation is a driving force behind success in the financial services industry. In the dynamic landscape of the financial sector, the quest for sustainable growth and a competitive edge remains paramount. The importance of business […]
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Sustainability, The European Green Deal and its impact on investing

Sustainability, The European Green Deal and its impact on investing These days we are all about sustainability and leading an environmentally friendly life:  we drive in electric cars, we wear sustainable fashion, we eat organic food, … But what about our money? Is our money as green, sustainable or ecofriendly as our car, clothes and […]
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Enhancing Customer Experience

Our passion lies in supporting Financial Institutions to develop exceptional digital, physical, or virtual solutions that resonate with both our clients and their customers.

Design Thinking for Digital Success

With our Design Thinking solution, we empower businesses to redefine their customer experience in the digital age. Our expertise identifies opportunities for growth, leveraging cutting-edge tools for personalized customer journeys and seamless online interactions.

Transformative Digital Innovations

Embracing digital transformations is at the core of our approach. We collaborate closely with your team to navigate regulatory constraints, turning them into a competitive advantage. 

Unleashing Design Thinking

Design Thinking is our strategic framework for developing products. Starting with a vision, we align user problems with our customers’ goals, guiding through inspire, design, build, and grow phases. 

Streamlined Design Solutions

Our Design Thinking solutions, whether in the Strategy Track or Design Track, are streamlined processes that position your company advantageously through coordinated actions and creative problem-solving. 

Our Design Thinking Solutions

Accelerate your business with Strategy Track, shaping winning strategies for leadership teams, while Design Track swiftly tackles challenges through creative problem-solving sprints.

Strategy Track

A structured process for leadership teams to design a winning, action-oriented strategy that moves your company to an advantageous position.

Design Track

A creative problem-solving format, a design sprint, that finds answers to significant challenges through ideation, prototyping, and validation in a short time frame. 

Want to know more?

Meet our expert!

Nicolas Fortomaris

Senior Manager

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Use cases

Strategic Business Process Outsourcing (BPO) Transformation

A credit institution facing the challenge of revenue growth approached our consulting firm to explore the possibilities of developing a Business Process Outsourcing (BPO) offer in the credit sector.
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DynaFin's Expertise in Product & Service design

USE CASE
Strategic Business Process Outsourcing (BPO) Transformation

Context

A credit institution facing the challenge of revenue growth approached our consulting firm to explore the possibilities of developing a Business Process Outsourcing (BPO) offer in the credit sector.

The initial assessment revealed that the institution needed to diversify its revenue streams and, with the leadership team, we identified BPO in the credit domain as a strategic avenue. Our consultants collaborated closely with the institution's management to formulate a comprehensive plan.

DynaFin's Strategic Intervention

Our consultants conducted an in-depth market analysis to understand the current trends, demands, and competition in the credit outsourcing sector. We then provided recommendations for the global positioning of the new BPO offer, ensuring alignment with market needs and identifying unique selling propositions.

Target Outsourcing Models

We defined the most effective outsourcing models that would resonate with the market demands.

Products and Services Catalog

We designed a comprehensive catalog of products and services offered through the BPO that would address the specific pain points of potential clients.

Pricing Model Development

we compared the cost structure of the company with the potential value for the clients to develop a competitive and sustainable pricing model.

As a second step of the project, our consultants defined and deployed an extensive an action plan to address potential customers’ needs: defined target operational processes, recommended organizational and operating models, and designed a technical target architecture for seamless integration.

Outcome

The outcome of the consulting intervention was the successful development and implementation of a new B2B offer in credit-focused Business Process Outsourcing. The institution was able to achieve Revenue Growth with a well-defined and unique BPO offering tailored to the needs of credit-related businesses.

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Revamping Investment Products & Services

A large Belgian Bank has recognized the need to revamp its investment offerings for both Retail and Private Banking customers.
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DynaFin's Expertise in Product & Service design

USE CASE
Revamping Investment Products & Services

Context

A large Belgian Bank has recognized the need to revamp its investment offerings for both Retail and Private Banking customers. The primary objectives of this program are two-fold: to attract more investors by providing a compelling investment experience and to rationalize costs while ensuring compliance with regulations. To achieve these goals, the bank intends to focus on digitalization of the client journey and streamlining its commercial offerings.

DynaFin's Strategic Intervention

The bank has enlisted the expertise of DynaFin to support them in defining the evolution of their Invest offerings. DynaFin deploys a team of skilled professionals to take on this task.

Competition Analysis & Market Research

Our experts support the Bank to understand the current investment landscape and gain valuable insights into industry trends, customer preferences, and successful practices.

Defining the Product

DynaFin collaborates with the bank to uncover the challenges and opportunities in their investment offerings. This enables them to define the specific products that will best address the needs of their target customers.

Setting Triggers and Features, Creating Touchpoints

DynaFin works with the bank to identify key triggers and features that will enhance the appeal of the investment products.

Solution Sketching and Flow Building

Using its expertise in product design and user experience, DynaFin creates a well-structured, user-friendly pathway for customers investment journey.

User Feedback and Solution Refinement

Collected end-users’ feedback and insights is used as valuable input to refine the solution, ensuring that it aligns perfectly with the needs and expectations of the bank's customers.

Building a Prototype

DynaFin builds a functional prototype of the Invest offering allowing the bank to visualize the product before full-scale implementation.

Outcome

Thanks to DynaFin's intervention, the Belgian Bank now possesses a clear product roadmap for the future of its investment services. The product roadmap outlines the strategic direction, planned features, and development timeline for the new products. Additionally, the bank now has functional prototypes that they can use to demonstrate the envisioned solution to stakeholders and prepare for the next phase of development.

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