Banking & Capital Markets · Product

Samso Industry Demo · Updated May 2026

Product for Banking & Capital Markets

Bank product is mobile + online banking, digital onboarding, treasury portal, and the branch tablet - every release sits on top of a regulated core. Samso runs the customer-signal loop and feature-shipping cadence for retail, business, and wealth product teams.

Function KPIs · how the product org reads its own week

Mobile + online MAU

218K

+12% LTMRetail · business · wealth combined

Digital adoption

62%

+6pp YoY% of active accounts using digital

Feature cycle time

6.4 wk

−1.2 wk LTMConcept → release behind compliance

Mobile app NPS

38

−7 vs prior qtrBill-pay UX regression after release

Weekly customer signal volume - last 12 weeks with ranked themes overlay

WEEKLY · SIGNALS / WK · STACKED BY SOURCE · THEMES OVERLAY · MOCK DATA

0147295442589SIGNALS / WK16128THEMESW1W2W3W4W5W6W7W8W9W10W11W12

Digital channels

In-app feedback + app store reviewsSupport tickets (digital)RM voice-of-customer notes

Branch + call-center

Branch + call-center feedback

Twelve services · sized to banking & capital markets

Each tile is what Samso runs in this function for a banking & capital markets org.

01 · Service

Customer Interview Synthesis

32 customer + RM interviews / month synthesized into themes, quotes, and priority signals - segmented by retail, business, and wealth.

Calls / mo

32

Themes / mo

9

Time saved

22 hr/wk

02 · Service

Feature Request Triage

App reviews, support tickets, and RM tickets triaged into product backlog with regulator + risk impact tagged before scoring.

Requests / mo

640

→ Backlog

84

03 · Service

PRD Generation

PRDs for mobile bill-pay, treasury portal, and digital onboarding drafted from research synthesis - risk, compliance, and audit hooks built in.

PRDs / qtr

14

Days to draft

2

04 · Service

Roadmap Drafts from Research

Quarterly roadmap synthesized from customer signals, exam findings, and RM feedback - with risk + compliance dependencies surfaced upfront.

Roadmap items

32

Research-driven

62%

05 · Service

User Persona Builds

Personas for retail saver, small-business owner, treasury director, and wealth client - refreshed from real interview + behavioral data.

Personas live

8

Update cadence

Semi-annual

06 · Service

Competitive Feature Matrix

Live matrix across 8 in-market regional banks + 4 digital-first competitors - mobile, treasury portal, lending UX scored each month.

Competitors

12

Features tracked

84

07 · Service

NPS & Survey Analysis

Mobile + branch NPS analyzed by segment and feature touchpoint - currently flagging bill-pay UX regression as the −7pt driver.

Responses / qtr

3.4K

Mobile NPS

38

08 · Service

Release Notes Automation

Mobile, treasury portal, and branch tablet release notes drafted from Jira + commit history - customer-friendly and compliance-cleared.

Releases / mo

8

Auto-coverage

92%

09 · Service

Usability Test Synthesis

Moderated + unmoderated tests on mobile bill-pay, deposit onboarding, and treasury wire entry synthesized into ranked friction list.

Tests / qtr

10

Friction items

44

10 · Service

Feature Scoring (RICE / ICE)

RICE scoring with reach, impact, confidence, and effort - plus risk + compliance multipliers that catch features the regulator will block.

Items scored / mo

32

Risk-adjusted

Always

11 · Service

Beta Feedback Rollups

Closed-beta panels (RM-selected business clients · wealth advisors) feedback synthesized weekly into bug list, themes, and ship-readiness.

Panels live

3

Beta NPS

52

12 · Service

Product Strategy Briefs

Strategy briefs for the digital roadmap, treasury platform expansion, and wealth UX - plus board-level digital adoption + investment cases.

Briefs / qtr

6

Audience

Exec + board

What you get · every week & every month

Concrete deliverables, not just dashboards.

Deliverable

Weekly customer signal digest

Every Friday: 290+ in-app + 195 support + 64 RM signals synthesized into themes with quotes, segments, and product owner.

Deliverable

Quarterly roadmap brief

Roadmap synthesized from customer signals, exam findings, and competitive moves - with risk + compliance dependencies and ship dates.

Deliverable

Auto-shipped release notes

Mobile, treasury portal, and branch tablet release notes drafted from Jira + commits - customer-friendly and compliance-cleared.

Deliverable

Always-on beta program rollups

RM-selected business and wealth panels run continuously - weekly bug rollups, ship-readiness, and feedback-loop into PRDs.

Banking & Capital Markets · Product

Want this set up for your product org?

Get Started

Ready to put AI to work for your business?

Book a free discovery call and we'll show you exactly where managed services can save you time and money.

Or email us at support@samso-consulting.com

Send us a message