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Options to launch in the UK - Coggle Diagram
Options to launch in the UK
Do existing UK APIs support GDW?
Yes
Standalone App
Self select/advice as separate iterations
App Platform
White Label/branded site
GDW team build out PI-FWE journey
No
Can we replace API functions
with operational processes?
Yes
App/White label site + operational
console/process
No
App/Site to build the brand
Investment commentary/Advice profiling/Financial wellness assessments etc
Build customer base for later launch
Build out the APIs required to support GDW
Build App/white label site in parallel
Can we sell customer into models/ DFM
without advice (execution only basis)
Just do advice - and recommend/sell into existing FIL UK funds that existing platform can manage
Reduce time to UK market to absolute minimum to win market share from Vanguard
Where can we compromise to improve speed to market:Rate 1-5
supported customer type
range of account/products supported
operational processing rather than STP
Customer services > automation/online features
Feature set
Integration with existing customer experience