Together with the client, we embarked on a process of knowledge discovery.
This used a range of requirements-gathering exercises to understand our client’s pension technology needs and wants.
Requirements were taken from internal stakeholders such as operations, sales, advice, legal & compliance etc.
Requirements were also taken from customers such as independent financial advisers, who distribute our client’s pension products.
Based on the requirements, we assisted the client in designing and devising a new set of architectural and software engineering documents.
These documents would support the new pensions technology that was required and the distribution of the client’s pension products.