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Banking & fintech

Each case explores a service problem through a worked example. The scenarios are fictional; the articles explain what their checks establish.

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  • case study · Rasa Community

    A phone appointment is not a branch visit

    A customer changes from a phone appointment to a step-free branch visit. Work through the confirmation, the old slot and a booking whose result is unknown.

    Conversation designer / UX specialistBanking & fintech

    Rod Rivera ·