A strategic initiative designed to transform the Banker experience — and drive real business results.

BB Private Experience Week was created to go beyond the interface and focus on what truly matters in complex environments: adoption, behavior, and decision-making.

During a dedicated immersion period, I explored how data, Salesforce, automation, and artificial intelligence could work together to support bankers in portfolio management, high-net-worth client relationships, and day-to-day decision-making.

The goal was not to create “more features,” but to reduce friction, increase clarity, and generate measurable impact.

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The challenge behind the project

How can we maximize Salesforce adoption by Bankers in a highly complex context — with multiple channels, fragmented data, and growing expectations for personalization?

The challenge included:

• Long, poorly connected journeys

• Low customer visibility across a true 360° view

• Manual processes competing with the Banker’s strategic time

• Difficulty turning data into action at the right moment

Solving this required more than UX.
It demanded strategy, change management, and organizational alignment.

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My role in this project

I worked end-to-end on the strategic direction of the initiative, connecting experience, data, technology, and human-centered change.

Key areas of contribution:

• Structuring the Experience Week as a strategic tool (not just a workshop)

• Facilitating discovery, co-creation, and synthesis sessions with stakeholders

• Deeply mapping Bankers’ pains, needs, and motivations

• Building an integrated journey vision connecting Client, Banker, and Marketing

• Defining opportunities focused on value, adoption, and business impact

• Creating strategic prototypes to make future scenarios tangible

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A glimpse of the prototype

As part of the project, I developed a navigable prototype that brings the proposed Banker journey to life — integrating personalization, automation, data, and AI into real workflows.

Full video available only to those with access to the complete content

Here, the prototype is not “just a polished UI.”
It is a tool for alignment, decision-making, and risk reduction.

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What you’d find in the full material

The complete material dives deeper into:

• Frameworks used to guide strategic decisions

• Key pains and challenges mapped across the journey

• Behavioral insights from Bankers

• Structured recommendations by journey stage

• Impacted indicators (adoption, efficiency, satisfaction, and retention)

• The connection between user experience and business outcomes

All of this is documented strategically and used as input for real discussions and decisions.

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Why this case is partially closed

This project involves:

• Strategy

• Sensitive data

• Real business decisions

• A complex organizational context

For this reason, only a curated preview is shared publicly.

The full content is available upon request for qualified conversations, professional contexts, or strategic evaluations.

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Want access to the full case?

If you want to:

• Explore the strategic rationale behind the decisions.

• Understand how experience drives adoption and results.

• See how frameworks, data, and AI connect in practice.

Request access to the complete case:

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