Melissa Perri

JUNE 29, 2017

I went on being called a Business Analyst as I worked at banks and other financial services companies. I was doing a workshop for a very large bank when one of the attendees chimed in. As a manager of Product Managers, you might be leading strategy for a larger part of the product and coaching your teams to discover and execute well.

Product Research 325

Product Research Product Management Product Manager Customer Experience 325

Lenny Rachitsky

JANUARY 21, 2024

— Richard Rumelt is a legend in the world of strategy. He’s the author of Good Strategy/Bad Strategy and The Crux: How Leaders Become Strategists, both of which are often recommended by guests on this podcast. Strategies are fundamentally about what you’ll do in response to a challenge.

Strategy 122

Strategy Banking Research Software User Testing 122

Roman Pichler

MARCH 14, 2017

It does not cover common product management practices, such as, product strategy development, product roadmapping, and financial forecasting; and the only product management tool it offers is the product backlog. The confusion stems—at least partly—from the fact that Scrum is a simple framework focused on helping teams develop software.

Product Management 265

Product Management Product Manager Research Software Product Research 265

Alchemer Mobile

NOVEMBER 10, 2022

They create seamless digital experiences driven by insight, strategy, and technology, and design to evolve the way their clients do business. Rightpoint serves more than 250 Fortune 1,000 companies with strategy, site design, and development, content, CRM, commerce, BI and cloud infrastructure. Conclusion.

Feedback Software 256

Feedback Software Analytic Tools Reporting Tools Data Visualization 256

Alchemer Mobile

JUNE 12, 2019

Another challenge comes with the unique loyalty customers feel towards their financial institutions and banks. The second is to use proactive engagement strategies and contextually relevant messaging. Inefficient customer service is one of the main reasons why customers leave their banks or financial tools.

Feedback Software 199

Feedback Software Finance Reporting Tools Data Visualization 199

The Product Coalition

JULY 8, 2021

Innovation-thinking banks and fintech startups use natural language processing to augment intelligent chatbots into the customer experience. Banks can use NLP-powered chatbots to provide 24/7 customer assistance and personalized insights based on real-time financial data analysis.

Data Visualization 155

Data Visualization Reporting Tools Analytic Tools Banking 155

Alchemer Mobile

DECEMBER 16, 2020

Between heavy increases in usage as well as staggering drops in economic activity, 2020 was a roller coaster for banks, insurance companies, budgeting apps, and everything in between. To help your finance app stand out in 2021, focus on these four strategies at the start of the new year. Measure and act on customer emotion.

Finance 243

Finance Feedback Software User Testing Data Visualization 243

Intercom, Inc.

AUGUST 1, 2019

This week, I invited Michael to come on the show and tell us about their growth strategy. Is that part of the strategy as well? Align your business strategy around solving problems. Bank account underwriting may not be the best for everything, but it’s certainly the best for people that don’t make money.

Strategy 36

Strategy Data Visualization Analytic Tools Startups 36

Dragonboat

MARCH 11, 2024

Bank. […] The post Conquering Product-Led Transformation: Strategies for Scaling in Large Enterprises appeared first on Dragonboat. The larger the company, the more significant the challenges become: team cohesion, strategic direction, and maintaining alignment throughout the organization.

Enterprise 109

Enterprise Strategy Banking Leadership 109

Piyanka Jain

MARCH 28, 2023

Fintech companies use data science to enhance their products, improve marketing strategies, streamline operations, and manage risk. Traditionally, banks relied on limited data sets, such as credit history and income, to evaluate an individual’s creditworthiness.

Data Visualization 39

Data Visualization Artificial Inteligence Banking Startups 39

Intercom, Inc.

APRIL 29, 2020

I shared how we’re navigating these big changes, from the immediate impacts on customers, to the implications for our marketing and product plans, and, finally, to our customer communications strategy. And if your customer’s context has changed, as it has so dramatically in the current situation, then your strategy must evolve as well.

Customer Experience 228

Customer Experience User Friction Customer Feedback Data Visualization 228

Mind the Product

MARCH 20, 2020

Quoting Georgie Smallwood, CPO of European digital bank N26, Melissa explains that the skills of a product leader are essentially those of a product manager but with wider scope. Portfolio and product strategy. How can you position yourself well now for a future as a product leader, and, once you get the job, what do you do?

User Testing 232

User Testing Product Research Customer Feedback Customer Experience 232

Alchemer Mobile

JANUARY 24, 2019

One of the most important tasks we’re faced with in business and in our personal lives is taking care of our finances, and mobile banking is already insanely popular across all demographics. According to Apptentive’s recent consumer survey , the majority of banks and credit unions offer mobile banking apps—and they are wildly popular.

Feedback Software 164

Feedback Software User Testing Customer Feedback Finance 164

The Product Coalition

JANUARY 27, 2024

Product-Led strategy: User-Centric Approach, Customer-Centric Metrics Focus on self-service onboarding and scalability. Sales-Led strategy: Sales-Centric Approach. My very scientific plot to show the sweet spot (orange area) for scaling & growth to be in relation to product strategy and customer size. Limited free offerings.

Feedback Software 135

Feedback Software Analytic Tools Onboarding KPIs B2B 135

ProductPlan

DECEMBER 1, 2021

Even among experienced product professionals, a common misconception in business holds that product strategy and business strategy mean the same thing. Product professionals need to understand the distinction between business strategy vs. product strategy. How Business Strategy Shapes Product Strategy: A Quick Example.

Product Strategy 98

Product Strategy Strategy Onboarding KPIs User Testing 98

Intercom, Inc.

AUGUST 30, 2022

No matter how great a new tool may seem, it can’t replace strategy or processes, so make sure those are clearly defined first. As Des Traynor, co-founder and Chief Strategy Officer of Intercom, says, your first few hires are so influential in the success of your company. Mercury – Banking. Questions to ask.

Reporting Tools 163

Reporting Tools Customer Communications Analytic Tools Data Visualization 163

Lenny Rachitsky

MAY 16, 2024

Brought to you by: • WorkOS —Modern identity platform for B2B SaaS, free up to 1 million MAUs • Mercury —The powerful and intuitive way for ambitious companies to bank • OneSchema —Import CSV data 10x faster — Jag Duggal is chief product officer at Nubank, a decacorn neobank founded in Brazil.

User Testing 118

User Testing Research Software Banking User Friction 118

Product Talk

JANUARY 31, 2024

Sebastian Wramba is a Product Manager at Netfonds AG , a company that supports independent financial advisors, private bankers, and insurance brokers and any combination of those from “lone wolves” to larger companies like private banks or networks.

Product Research 257

Product Research Reporting Tools Feedback Software Customer Communications 257

Mind the Product

MARCH 14, 2019

Now imagine the same scenario but this time, rather than a machine, you’re inside the bank speaking to a human cashier. In the Kano model, the surprise touches that users enjoy are called “delighters” For example, imagine a staff member handing a free lollipop to your child to keep them happy while you queue at the bank.

Customer Satisfaction 183

Customer Satisfaction User Testing Banking Customer Experience 183

The Product Coalition

JUNE 26, 2023

Many have a well-defined AI strategy and have made considerable progress. However, the emergence of generative AI presents an opportunity for these enterprises to revisit their AI strategies and plans. Use the key metrics identified in Step 3 to measure the impact and adjust your strategy as needed.

Generative AI 116

Generative AI Customer Communications Technical Review Reporting Tools 116

The Product Coalition

JUNE 22, 2023

It improves satisfaction for current customers and opens up innovative strategies to increase conversion and bring in new business. Or what if you wanted to check the status of your white labeled credit card not with the issuing bank, but with the label? A little scary.) Exactly what’s needed depends on the use case.

Finance 113

Finance Banking User Testing Customer Experience 113

Product Management Unpacked

APRIL 25, 2019

Build your trust bank account with small victories: Build alliances and make deposits in your “trust bank account,” where your small victories will contribute to the stability of your relationships. Build your trust bank account with small victories. This is often called a “trust bank account.”

Banking 148

Banking Feedback Software Weak Development Team Customer Feedback 148

Product Management University

MAY 11, 2020

The end result is a portfolio of industry specific solutions that your target customers perceive as higher value, e.g., payment processing solutions for retailers, data security solutions for banks, etc. Your customers are banks, telecoms, retailers, hospitals, etc. Each Product is Marching to its Own Strategy.

Banking 130

Banking Customer Feedback Messaging Positioning 130

Alchemer Mobile

MAY 7, 2020

They create seamless digital experiences driven by insight, strategy, and technology, and design to evolve the way their clients do business. Rightpoint serves more than 250 Fortune 1,000 companies with strategy, site design, and development, content, CRM, commerce, BI and cloud infrastructure.

Feedback Software 147

Feedback Software Analytic Tools Reporting Tools Data Visualization 147

Userpilot

APRIL 12, 2023

What’s a user adoption strategy? TL;DR A user adoption strategy is a plan for user education and onboarding so that they progress smoothly toward activation and adoption. TL;DR A user adoption strategy is a plan for user education and onboarding so that they progress smoothly toward activation and adoption.

Analytic Tools 97

Analytic Tools Feedback Software User Testing Customer Feedback 97

The Product Coalition

NOVEMBER 23, 2021

Connect a current bank account that will enable you to receive regular deposits and make payments. Schedule an interview to confirm your identity that involves you having a current photo ID and (sometimes) bank statement. In this case, you will need access to your bank’s routing number and your own account number.

Branding 140

Branding Data Visualization Analytic Tools Reporting Tools 140

bpma ProductHub

JUNE 12, 2017

Erin shared how she used customer focus and analytics every step of the way to optimize the cloud product offering and marketing strategy.

Analytic Tools 199

Analytic Tools User Testing Customer Experience Feedback Software 199

Alchemer Mobile

APRIL 28, 2020

In a revolutionary move, Ally Bank forgave all overdrafts without asking for repayment so their members could receive their full stimulus check. Another bank doing it right with empathy! ? Connect with an expert at Apptentive or see key tactics to implement in your customer communication strategy in the time of coronavirus.

Customer Communications 147

Customer Communications User Testing Customer Feedback Customer Experience 147

The Product Guy

DECEMBER 15, 2019

In this role, Gaudio drives the strategy behind roadmap management, agile product development, and cross-functional communication. Drew is the Director of Strategy at Modus Create, a digital transformation agency that focuses on product strategy, CX, cloud, and agile development. The Best Product Consultant. Drew Falkman.

Technical Advisors 148

Technical Advisors Analytic Tools Product Management Product Manager 148

Userpilot

JUNE 28, 2021

Is your customer engagement marketing strategy bringing in expected results? If executed well, a consumer engagement marketing strategy not only increases your revenue but also maximizes the customer lifetime value. 6 customer engagement marketing strategies for SaaS. 6 customer engagement marketing strategies for SaaS.

Feedback Software 105

Feedback Software Analytic Tools User Testing Customer Feedback 105

Usersnap

OCTOBER 12, 2021

76% of all bank interactions are online nowadays, create remarkable digital customer experience are not just buzzwords. The passion behind Erste Group’s customer-centric strategy. George” is the name of Erste Bank’s web and mobile app. And George Labs is the digital banking business unit of Erste Group.

User Testing 121

User Testing Feedback Software Customer Feedback Customer Experience 121

Alchemer Mobile

APRIL 11, 2019

The Finance-focused data and recommendations make it even easier for you to analyze your current strategy, without comparing yourself to apps in other categories who approach feedback and engagement differently due to industry needs. Profile of an average app in the Finance category.

Finance 203

Finance Feedback Software User Testing Customer Experience 203

Mind the Product

APRIL 10, 2020

In most companies, we try to plan the long-term future with an organisational strategy which feeds into a product strategy. Then these results can then feed back into our ideas bank and update our ICE scores. Itamar argues that it has to do with planning and execution. The Planning Waterfall.

Framework 182

Framework Weak Development Team Customer Experience User Testing 182

Mind the Product

MARCH 8, 2019

Money transfer service Transferwise has undergone phenomenal growth and now moves over £3 billion a month, saving its customers more than £3 million a day in bank fees. At Transferwise, the product pillars of cheap, easy, fast are their ways of bringing something unique to customers that banks have failed to achieve.

KPI 173

KPI Banking User Testing Product Research 173

The Product Coalition

JANUARY 17, 2022

Having a monetisation strategy helps shift the discussion of APIs as a cost centre administered by IT towards APIs as a growth driver by technology and the business. Monetisation might take on different forms but the clearer you can be around how your API makes money?—?even even if you aren’t billing a customer’s credit card each month?—?then

Banking 134

Banking Onboarding KPIs Product Research Framework 134

The Product Coalition

MARCH 25, 2022

Banks, insurance companies, and trading platforms use digital solutions to facilitate their communication with clients and make operations easier to perform. Banking mobile apps, trading platforms, blockchain, contactless payments, NFT, financial data analysis-all these terms fall into the fintech category.

Research Software 121

Research Software Feedback Software Reporting Tools Data Visualization 121

The Product Coalition

OCTOBER 23, 2023

When one might be better-suited than another, and how to use them together for maximum long-term success Confused about Strategy, OKRs, & KPIs? In this area of the bank, the goal was to transform outreach, revamping how we connected with existing and prospective clients in radically different ways.

Strategy 104

Strategy Customer Experience KPI Data Visualization 104