Capgemini builds next-gen digital experiences across the finance sector with Adobe

Today, many large banks have moved from physical branches to the digital realm. Customers expect to be able to do all their banking online: open new accounts, check balances, transfer funds or apply for loans. For many of the world’s largest banks and other financial services organizations, these websites, mobile apps and other digital experiences are created with the support of Capgemini’s Financial Services division.

Capgemini is known worldwide for being at the forefront of innovation to support its clients with consulting, technology and digital transformation services. As Experience Design Practice Leader for the Financial Services Group, Kapil Joshi focuses on designing applications associated with banking and insurance processes. Applications can range from customer-facing mobile apps, digital lending apps, and customer web portals to enterprise applications used by agents to manage customers and their financial services.

“Many of our customers have mature digital landscapes, but are now looking to adopt the next generation of technologies to improve the customer experience,” says Joshi. “The COVID-19 pandemic, in particular, has exposed gaps in businesses in their digital transformation, such as the apps agents needed to work from home.”

Joshi and the rest of his team provide full support to banks looking for new applications or web portals, from research and planning to prototyping, coding and development. Adobe XD and Adobe Acrobat are two essential applications used in this design process, enabling the team to increase productivity by 30% while communicating seamlessly and more securely with financial clients.

Explore design with Adobe XD

Every new digital experience starts with research. The Experience Design team works closely with clients to interview end users, observe user journeys, and find pain points along the way. All insights and insights gained through research and discussions with the client are carefully documented, forming the backbone of the eventual prototype. Where designers previously used applications such as Microsoft Word or PowerPoint to collect these ideas, they now use Adobe XD for documentation and prototyping.

“User experience is very complex, requiring a lot of thought and collaboration to understand the requirements of each experience,” says Joshi. “Adobe XD has a wide variety of features, templates, and add-ons that help us customize the experience based on the project. This allows us to keep the entire design process in one place.

Designers can add flowcharts, select templates, create artboards, and add notes to create living documentation that captures the needs of each digital experience. As Adobe XD is part of Adobe Creative Cloud, designers can seamlessly import graphics from Adobe Photoshop or Adobe Illustrator to create documentation. When it comes time to start the prototype, all notes are available on the same screen, eliminating the need for designers to switch between applications. They can easily copy user journeys or use templates to quickly define multiple personas within the same experience.

Kapil Joshi, Experience Design Practice Leader, Financial Services, Capgemini

More secure collaboration with Adobe Acrobat

Adobe XD makes it easy to share designs, with highly secure links that allow customers to view prototypes in the cloud. But with security being a top priority in the financial industry, many organizations prohibit access to any type of outside link, regardless of the reliability of the source. For these organizations, Capgemini turns to another essential Adobe application — Adobe Acrobat — to create highly secure PDF files that can be emailed directly to customers.

Designers can easily export documentation and wireframes created in Adobe XD into PDF files for customer review, using the free Adobe Acrobat Reader application. Capgemini can also lock files, preventing changes to a document, or add passwords to help prevent unauthorized viewers.

Capgemini uses Adobe Acrobat beyond the design teams to communicate all types of information to clients. Adobe Acrobat can turn any type of content into a PDF file, making it an ideal universal format. Capgemini typically creates presentations for clients with Microsoft PowerPoint, but by converting it to PDF, the company can send a much smaller file that clients can reliably and easily open. Many Capgemini client applications also take advantage of Acrobat form functionality for loan applications that clients must submit for review by underwriters.

While Capgemini locks PDF files to prevent editing before sending them to clients, Joshi appreciates Adobe Acrobat’s editing capabilities. “If I want to make small last-minute adjustments to a PDF, like rephrasing text or replacing an icon, I can use Adobe Acrobat’s editing tools instead of opening the source file and converting it back to a PDF. “, explains Joshi.

“Adobe applications have been a cornerstone of Capgemini’s operations for many years, helping us improve the way we design and communicate with our customers,” says Joshi. “I’m a big fan of Adobe apps because they’re so easy to use and powerful. All apps work together to create a seamless experience, allowing us to provide our customers around the world with the superior service that Capgemini is known for.

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