Lead workshops with Corporate and Investment Banking stakeholders to capture relationship management needs, client onboarding journey, credit lifecycle touchpoints, deal and pipeline tracking, servicing complaints and SLAs, client communications and interaction history, and document current-state pain points and target-state expectations.
Build a functional requirements catalogue that is platform-neutral, prioritized (Must, Should, Could), and written in measurable, testable language.
Define user personas, roles, and service volumes; clearly document scope boundaries and assumptions.
Define end‑to‑end journeys and key business flows; capture SLA and escalation requirements; define operational KPIs and reporting expectations.
Draft functional sections of the RFP; define demo scenarios that vendors must follow; support evaluation of vendor responses from a business capability perspective; identify functional gaps, ri...
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