Digital Management Case Study

Challenge

First Republic Bank, serving an affluent client base with high expectations, needed to replace its consumer digital banking platform while simultaneously delivering a portfolio of mobile and online banking projects. The initiative required establishing program management processes and a digital program management office.

Approach

As Senior Program Manager for Digital Channels, Dylan worked directly with executive management to create comprehensive program management frameworks while delivering immediate value through ongoing projects.

Key Actions

• Established program management processes to support platform replacement initiative
• Delivered portfolio of mobile and online banking projects for high-net-worth clients
• Collaborated with executive leadership to define strategic direction and priorities
• Built quality standards appropriate for affluent customer expectations

Results

• Successfully managed complex portfolio of digital products including mobile applications for iPhone, iPad, and iPhone delivering projects on schedule
• Created sustainable program management processes adopted across digital channels
• Implemented an email contact management platform and campaigns to promote digital products and services

Impact

Dylan’s dual focus on immediate delivery and long-term process improvement enabled First Republic Bank to modernize its digital offerings without disrupting service to its demanding customer base.

Recognition

• Won enterprise-wide “Innovation to Action” award for mobile application concept

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