ZIP Product Roadmap

Question 1

How does Private Wealth relate to the Single Digital Front Door (SDFD) initiative?

Answer 1

• Currently, we use the FNZ platform for client facing and internal facing sides of nabtrade.
• We are moving platforms to something created and owned internally at NAB.
• Zip relates to the SDFD intiative as we want to integrate Private Wealth into the SDFD i.e., “get our room entered into this building”

Question 2

What are the 5 main stages of Project Zip?

Answer 2

1. Onboarding
2. Cash
3. Trading Platform
4. Reporting
5. Customer support

Question 3

What stages of Zip will I mainly be involved in?

Answer 3

Reporting and Customer Support

Question 4

What stages of Zip will Bennett mainly be involved in?

Answer 4

Onboarding, Cash, and Trading Platform

Question 5

What is LRR?

Answer 5

Liferay Replacement - Nabtrade client portal to be replaced

Question 6

What is Hex?

Answer 6

New self directed (automated) portfolio that rebalances itself based on annual risk questionnaire completed by the user.

Question 7

What should we consider with Zip and Hex?

Answer 7

How we will sequence common needs as we expect a lot of crossover (e..g, onboarding, system of record, etc.).

Question 8

What are the 4 steps in the Zip Delivery platform build sequence?

Answer 8

1. Core nabtrade platform (basic trading features).
2. Client onboarding - self service & assisted (general onboarding).
3. Colleague (nabOne)/Customer Channels / App Channels (more intensive integrations and flows between nabOne, nabtrade, and miniapps).
4. Contact Centre / Migration build (contact centre solution into nabOne plus other integrations).

Question 9

What are the 7 Zip Value Drops?

Answer 9

1. Client website / trading (nabtrade cash and stocks)
2. Onboarding
3. Client Support
4. Workflow
5. Client Banking Channels / nabtrade app
6. Reporting
7. Migration

Question 10

What’s included in Zip Value Drop 3 (Customer Support)?

Answer 10

Generally: account management, product management, and transfers.

Specifically:
1. Product origination (adding dom/int trading accounts).
2. Add trading features (warrants, IRESS, Morningstar, etc.)
3. International trading (profile updates, individual and non-individual).
4. Add auth-rep (view only, trading only, and cash transfer rep)
5. Account updates
6. Account closure (client departure, deceased estates, etc)
7. Stock/cash transfers
8. Launch nabtrade into NABOne

Question 11

What’s included in ZIP Value Drop 6 (Reporting)?

Answer 11

1. Client reporting (position, total wealth, transactions).
2. Operational/MI reporting (compliance, surveillance, business reporting, etc.)