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Milleis: Reinventing the private banking client experience with a next-generation mobile app in just 6 months

Multi-platform application in React Native, designed to maximize functional coverage and divide development costs, while ensuring maintainability and security.

Context

Faced with a profound transformation in banking practices and the arrival of a new generation of investors, Milleis has undertaken an ambitious overhaul of its mobile application. Objective: to make the app a key channel in customer relations, in the same way as the advisor.

This redesign aimed to respond to three strategic challenges:

  • Attracting younger customers, accustomed to neo-banking and Fintech standards (Revolut, Finary, Wealthsimple...)
  • Increase AUM through better product conversion and a more engaging mobile presence
  • Increase the operational efficiency of bankers by reducing tasks with low added value (card blocking, RIB editing, limit management, etc.)

Milleis' ambition: to offer a premium digital experience that meets the requirements of its customers, while maintaining the human and personalized DNA of private banking.

Challenges

  • Design an application capable of combining daily banking and high-end wealth management
  • Quickly improve the efficiency of bankers by digitizing low-value tasks (card blocking, limit management, etc.)
  • Deliver a robust, secure, and maintainable cross-platform app.
  • Prioritize functionalities and arbitrate costs at the design stage thanks to a design-to-cost approach.

Our approach

The Theodo team of experts, composed of: 1 Head of Delivery, 1 Engineering Manager, 1 Engineering Manager, 1 Tech Lead, 1 Product Owner, 4 mobile developers and 1 Designer, integrated the Milleis teams throughout the duration of the project to create a modular architecture in React Native.

What made the difference:

Just-in-Time

1st user story in production as early as Sprint 0, to secure the speed of execution.

Tech-enabled network of teams

Seamless coordination between bankers, CIOs and compliance.

Right-First-Time

Quality integrated from the design stage with auto, BPMN, CI/CD, pentest tests.

Theodo's ability to structure the design in advance, to control the delivery on time, and to guarantee a very high level of quality throughout the project was a decisive factor in the success of our mobile strategy.

Our impact

6 months

to deliver the application in 2 stages: beta and commercial launch.

+20%

productivity for Milleis bankers thanks to the digitization of recurring tasks.

NPS

improved especially with the youngest customers.

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