NAB relationship map
NAB relationship map
Name: : Patrick Ferguson
Title: Channel development, digital and direct servicing
Background: : Catch up with Patrick. Patrick loves Bilue. Cam is setting up a intro meeting.
Head of Experience Design (NAB)
Role - heading up NAB's digital design and experience capabilities
GM - Digital
Leading NAB's banking and Wealth Management digital teams
- The Digital Design and UX practice
- Digital Platforms - web, mobile, social media and secure banking platforms (Internet Banking,
nabConnect), APIs and Service Engines
- Digital Sales and Adoption
- Digital Insights Practice
- Digital Operations and Performance
CEO of Ubank
uBank want to the lead digital bank in Australia
Increased business performance achieving impressive systems growth in 2016
Launched first-of-its-kind app, UrHome, allowing Australians to save money in finding their perfect home
Achieved 100% engagement amongst leadership team in 2016 (Hayes measure)
Launched provocative banking positioning around "Borrow Less. Live More."
Name: Peter Forster
Role: Customer journeys in Sydney
Reach out - continued opportunities in the wealth. This is the project in hubspot
8 mil budget
Name: Garth Marran (NAB - Melbourne)
Title: Senior Lead, Delivery - Mobile Technology
Role: Head of all their mobile tech teams
Currently meet once a quarter.
These are the guys we want to get to know
While working at Sublicit, they worked with NAB trade
NAB trade (tradiing platform)
Head of Digital for NAB trade
(budget/approving programmes of work)
Programme Director across the digital initiatives (promoted last 6 months).
Maz can get an intro here
NAB connect (business banking app)
Internet banking for businesses
Project - allowing domestic transfers. flow around entering details, authorisation flow.
Project length - extended until May.
Opportunity for more people to get people in there - could we look at getting more bilue people
4 ios on nab connect
two android guys
Garth -just returned from Bali.
He will know what people are needed and where
Madhu (her)- works with Garth. Similar to Garth.
Consumer app - team is a lot larger
Overall relationship background:
Craig was with a friend at a soccer bbq, who worked at NAB. She brought the wealth senior leadership team in here (an afternoon session). 'What could they do, where could they go'.
Executive General Manager for Digital - NAB.
Now too Senior, reports to CEO.
Originally wanted to change their 'reset password' button. 1 in 4 calls were related to the reset password button. They had a huge budget. We charged $80,000 for this project.
Impact: the number of calls went down to 6%.
We may have come across a bit pushy to get the project done.
Cam/Anne now meet up once a quarter to discuss tech.
TSA - technology services agreement (master services agreement) Getting this is extremely difficult. we have this in place for another year and we have a sponsor