Capstone – Project

Prototyping for HNW Financial Planning Digital Experience

A Collaboration Between

Engagement Synopsis

We are looking for ideas and inspiration to help us advance our thinking in terms of how to deliver a digital (mobile-first) financial planning solution for our High Net Worth clients. Particularly, we are determining how to create early funnel engagement to drive traffic into financial planning, and to manage initial discovery and information gathering as an input to plan formation. We expect to leverage industry-specific software from MoneyGuidePro for the main planning experience, but are looking for ways to supplement and optimize that experience. Options for deployment could include building front-end visual and interaction components on top of MoneyGuidePro APIs and/or building discrete modules with functionality independent from MGP. We would look to deploy this first in our native mobile apps (iOS and Android) and then in responsive web. Ideally we would build this with our Figma-based design system, but can create prototypes in other formats that we can subsequently port over, depending on students’ skillsets and tool availability.

Company Information

CompanyCity National Bank
HQN/A
Revenue500,000,000+
Employees2500+
StageLarge Enterprise
Hiring PotentialN/A
Websitehttps://www.cnb.com/

Company Overview

Los Angeles-based City National Bank offers a full complement of banking, trust and investment services through 75 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, Washington, D.C. and Miami*. Its 5,400 colleagues deliver highly personal service and complete financial solutions to entrepreneurs, professionals, their businesses and their families. Through its subsidiaries, including City National Rochdale, LLC; City National Securities, Inc.; First American Equipment Finance, and other affiliated companies, City National also makes available wealth management, brokerage and leasing services among others. On November 2, 2015, City National merged with Royal Bank of Canada. https://www.cnb.com/about-us/company-overview.html

Company Supervising Team

Company Admin

Craig Schleicher

[email protected]

Course Info & Engagement Details

SchoolSchool of Education & Professional Studies
Engagement Format -
CourseComputer Science Micro-Internship (Spring 2021)
LevelN/A
Students EnrolledN/A
Meeting Day & TimeTBD
Student Time Commitment4-7 Hours Per Week
Company Time Commitment2 Hours
Duration12.57 Weeks

Project Topics

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Students

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Collaboration Timeline

Touchpoints & Assignments Due Date Submission

Key Milestones & Project Process

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