We have created a multifunctional tool for creating web forms. With Wizard Designer, Raiffeisenbank can create applications without the need for programming.

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In 2015, Raiffeisenbank approached us with a request to create a web-based guide for opening a bank account. At that time, the bank was using approximately 15 web forms, each differing only slightly in details and continually creating new ones. We then proposed to unify the online guides and forms under the bank's website into a configurable solution that could address both current and future company needs. The result is a robust content management system and our multifunctional tool, Wizard Designer. Today, editors at Raiffeisenbank can create guides and web applications from the CMS environment connected to banking systems without the need for IT delivery.

Content Management Using a Headless CMS System and Frontend Application

The development of the Wizard Designer tool was driven by deepening our understanding of working with forms in the banking environment of Raiffeisenbank, the individual needs of editors in composing content components and editing texts, as well as the current business needs of the company. Our goal was to build a functional backend architecture with a generic structure in the frontend that would reduce the need for further programming and that could call various banking services.

For this, we utilized a so-called headless editorial CMS system on the open-source platform Alfresco, which serves as a content repository where editors have predefined text settings and formats in several language variants. We created a frontend application in the Angular framework that works with generic data. We then continued with support for mobile banking websites, responsiveness, AB testing, all the way to Wizard Designer. Thanks to our ability to break down a webpage into dozens of components and fragments, editors gained greater variability in page creation. At the same time, we were able to deepen the logic of our solution down to the fine details and ensure that each event that triggers an action post-form submission – from sending an SMS to a client, to initiating a campaign, or setting up a new opportunity – would be integrated with the calling of required services.

How Does Wizard Designer Work in Practice?

An editor creates forms by inserting individual form fields, setting the rendering method, behavior, validation, and connection to integration.

Forms contain advanced functionalities such as conditional displaying of individual fields or even entire steps of the form (including dialog boxes), and the calculation of field values during form filling, connected to directories and integration services.

Individual steps of the form or guide may contain additional embedded components (e.g., calculators from which calculations are automatically taken and passed into lead data).

For instance, it significantly aided in the migration of ING clients to RB through courier service or within the PoC for Client Loan frontend – a guide with 20screens can be created in just 7 hours of editor work.

With the help of guides created in Wizard Designer, Raiffeisenbank further addresses:

  • Remote Account Opening (ZUD) – 8separate applications for clients or call centers
  • Registration for online banking
  • Unsubscribing from email campaigns
  • Mortgage applications
  • Payment deferral requests
  • Account creation in SBP
  • Cookie wall
  • AML forms in IB and SPB
  • Bank ID authentication and Bank ID signature

A Flexible Solution That the Bank Can Use Over and Over

Thanks to the Wizard Designer tool, Raiffeisenbank can now manage dozens of forms in an intuitive manner, easily and quickly. Currently, three departments use it—Marketing, CRM, and Digital Banking—whose needs intersect, and to whom the unified solution enables consolidated work. Content can also be created in multiple designs, which can be used, for example, for a smooth transition to a new visual identity of the bank. Editors always see what they are editing exactly as it will appear to visitors of the websites after publication.

Our solution is generic and reusable in other situations. The use of the open-source platform Alfresco also reduces the company's CMS operating costs. Wizard Designer enables editors to create more complex forms and guides, always connected to banking systems and necessary services.

Agility Hidden in a Cookie Wall

An example of the flexibility of Wizard Designer, with which editors have access to generic content that they can publish to other systems, could be the quick setup of a new cookie wall. When the bank had a requirement to create it, we already had some type of guide, preset buttons, and a function that we only adapted to the required content and set the window functions so as to lead clients on the pages to grant data collection consent.

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