Cross-functional checklist

Technical teams

Engineering

• Do we need other teams to support us?
• Are there other teams that could speed it up?
• Are there other teams that have done it before?

Analytics

• Do we need to impact assess to make a decision? (revenue, volume, operational etc)
• Do we need specific customer information for Operations / CRM / Compliance?
• Do we need monitoring dashboards?

Design / UX content

• Is there wording that needs to be reviewed?
• Are there screens that should be reviewed by a designer?

Operations

Customer Support

• Do we need CS agents to understand something new?
• Do we need FAQs?

KYC Operations

• Do the agents know what they need to do?
• Do we have enough capacity to do it?

KYC Agents

• Do Knowledge Management wikis need updating?
• Do agents need to be trained?

Risk, Legal & Compliance

Legal

• Do we need a legal opinion?

Compliance / Product Compliance

• Is there regulatory implications?
• Does this need to go through the effective leaders?
• Does this need regulator approval?

Privacy

• Is there a privacy / data sharing concern?
• Do we need to complete a Legitimate Interest Assessment?

Commercial & Finance

Banking

• Do we need a contract signed?
• Is there necessary communications with a third party?

Finance

• Are there accounting implications?

Treasury

• Are there liquidity requirements?

Safeguarding

• Does this involve safeguarding funds?

Pricing

• Are there pricing implications?

Wise Platform

• Does this impact Wise Platform customers? Should it?

Communications & Marketing

CRM

• Do we need to send out email comms to the customers?

PR

• Do we need to anticipate questions from the press? Do we have the answers drafted?