Market01 / 03
United States
Account opening, mortgage lending and tax files
Highlight
880credit policy rules, adapted from India, behind a US credit union mortgage I scoped 0-to-1
Key projects here
03
What the work covers here
Product journeys01
Account opening for individuals and businesses, and a mortgage product for a credit union.
Tax filing02
Product evaluation and market-validation planning for IRIS Bridge, a converter for legacy US tax files.
Go-to-market03
Chose 100 of 251 US institutions to target first.
Partnerships04
Use cases from 15 identity, fraud, AML and data partners built into the US journeys.
Highlights
- 01Account opening for individuals and for businesses of five entity types, shaped by 41 benchmarked journeys
- 02IRIS Bridge, a converter for legacy US tax files, aimed at tax software vendors first
Projects in United States
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