At Valiantys, we believe that companies of all sizes can benefit from using Agile practices and tools. So when our partners at Eliassen Group were bringing Agile practices to a large financial services client, Valiantys stepped in to help by providing the right products needed for the transformation. Read on to discover how the leading provider of workplace savings plans in the U.S. was able to improve customer satisfaction scores by 10%, with Atlassian tools you’ve heard of – including Jira Align and others.
As one of the largest mutual fund companies, the client is the leading provider of workplace savings plans in the US and a provider of Individual Retirement Accounts (IRAs). They offer retirement planning, portfolio guidance, brokerage services, and many other financial products and services to more than 30 million individuals and institutions, as well as to more than 5,000 financial intermediary firms.
Before their engagement, the client had already worked with Eliassen Group’s Agile consulting team to transform from a traditional financial services company into a technology company that offers financial products. This switch was not just a different way of delivering software, but a complete business and IT Agile transformation.
As a result of these previous efforts, excellent results had already been recognized – including an in team speed, productivity, and quality in the pilot group. Having already committed to the Agile mindset, the company was focused on continuous improvement. The next step toward Agile maturation, naturally, was the scaling of these results, using Scrum, in order to drive business key performance indicators (KPIs).