UX Planet

FEBRUARY 6, 2025

This is the effect of Dopamine Banking, where finance meets emotions and entertainment, and every tap of your smartphone is engineered to delight and reward. Buckle up, because the future of finance just got exhilarating. From Transactions to Transformations Traditional finance often focuses on functional efficiency and compliance.

Banking 76

Banking Data Visualization Feedback Software Customer Experience 76

Intercom, Inc.

NOVEMBER 7, 2019

As Head of Sales for Spendesk, Nico was initially inspired by the vision of founder Rodolphe Ardant who had spotted a gap for ‘spend management’ in the B2B market based on personal banking trends. So they created a software that provides control, visibility, and payment methods for corporate finance teams.

Feedback Software 162

Feedback Software Marketing User Testing Finance 162

Mind the Product

JANUARY 31, 2020

And where that is not possible, add small educational tips – especially if it’s a product or service people use for important matters, like taxes, finances, or making important decisions about their life, family, safety. Answer these questions and integrate the answers in your product vision and strategy.

Customer Experience 217

Customer Experience User Testing Research Software Finance 217

The Product HQ

JUNE 1, 2024

Are you curious to learn the top finance product manager skills recruiters are looking for? Finance PMs occupy a unique position within the world of product management. Since finance PMs are responsible for a specific niche of products, recruiters who scout for them look for a particular set of skills in candidates.

Finance 52

Finance User Testing Data Visualization Analytic Tools 52

Intercom, Inc.

SEPTEMBER 21, 2022

Qonto , an all-in-one finance management solution, achieved this by bringing their product, marketing, tech, and support teams into Intercom, because it’s one tool that spans the entire customer journey.

Research Software 118

Research Software User Testing Customer Experience Vision 118

Roman Pichler

APRIL 5, 2022

For product strategy and roadmap meetings, I recommend involving the key stakeholders , for example, someone from sales, marketing, support, and finance, as well as development team representatives—ideally members who know about the user experience (UX), architecture, and technologies. This creates strong buy-in and shared ownership.

Weak Development Team 304

Weak Development Team Product Manager Product Management User Testing 304

Product Management Unpacked

JULY 9, 2020

The success of a product is reliant on strong, integrated teams that work together to bring the product’s vision to life. What I was looking at was a product vision and a roadmap and I was like I want that job. “If you think about what my product is — more than the Pendo core product — it’s my team,” explains Crofts.

Analytic Tools 185

Analytic Tools Reporting Tools Data Visualization Product Research 185

Product Innovation Educators

MAY 8, 2023

Everyone plays a role, whether that’s our supply chain partners, sales partners, marketing partners, finance partners. We have a ten-year vision that sets big priorities. Everyone plays a role, whether that’s our supply chain partners, sales partners, marketing partners, finance partners. Then we do annual planning.

User Testing 287

User Testing Data Visualization Customer Experience Feedback Software 287

The Product Coalition

OCTOBER 4, 2023

Embrace the future of finance today! These platforms are reshaping the way we think about cryptocurrency trading, offering a promising vision of a decentralized and more accessible financial future. This can be especially appealing in industries like finance, healthcare, and e-commerce, where data security is paramount.

Technical Review 136

Technical Review Finance Customer Experience Banking 136

Product Innovation Educators

JANUARY 23, 2023

He’s a Practitioner & Thought Leader in Portfolio & Innovation Management and cofounder of SmartOrg, a Silicon Valley based company that connects innovation and finance. They had developed a vision of an ATM photo machine. We’ll find out how from David Matheson. People loved it. I asked what the risks are on the project.

Product Research 231

Product Research Finance Customer Experience Agile 231

Product Management University

JUNE 21, 2021

or horizontally (IT, Sales, finance, HR, etc.). With the market knowledge as the backdrop, product management creates a vision for how your organization is going to make its target customers successful in ways they haven’t even thought of yet while also driving revenue growth, market share and wallet share.

Product Manager 147

Product Manager Product Management Healthcare Management 147

Userpilot

NOVEMBER 7, 2024

Step 4: Build your interactive product demo This is where your vision takes shape and transforms into a tangible experience for your users. Mercury Mercury’s demo provides a guided tour that replicates the experience of using Mercury to manage finances, make payments, and track transactions. Bigin’s interactive demo.

Demo 103

Demo Analytic Tools Feedback Software Research Software 103

Mind the Product

OCTOBER 22, 2019

No Vision = no Intentional Culture. Your vision and its supporting culture shouldn’t be generic. Once you have a vision you need a north star to help guide your day-to-day operations, usually focusing on a shorter timescale. The point of OKRs is to align everyone’s work to the company’s vision.

Leadership 118

Leadership Customer Feedback Finance Reporting Tools 118

Product Innovation Educators

DECEMBER 12, 2022

Everyone has their point of view, and it’s up to you as the product manager to articulate not the ordered list of features but your vision for the future of the product, why it’s so great for the customer and the company, and how you will measure success with dollars and cents for the company.

Product Research 223

Product Research Workshop User Testing Management 223

The Product Bistro

AUGUST 4, 2016

To fully embrace the product (whatever it is), to understand the finance, the operational/deployment efficacies, and the sales channel. It is a framework of personal development, and vision that can help you plan or map out your career, including how to identify the next step(s) and what preparation is in store.

Books 170

Books Finance Reference Vision 170

Product Innovation Educators

MAY 22, 2023

An executive or someone in sales or finance cannot understand much from these tools about what product is coming out next month or next year. Our original vision for Gocious was to help manufacturing in product planning and collaborating about the future innovation of products. I consider manufacturing to be two classes.

Feedback Software 254

Feedback Software User Testing User Friction Customer Experience 254

Roman Pichler

JULY 8, 2024

1] They might include senior management, marketing, sales, service, operations, finance, and HR. Listen to the audio version of this article: [link] Involve the Right Stakeholders Stakeholders can form a large group, especially in bigger companies. [1] Securing everyone’s buy-in would be impractical—it would most likely take too much time.

Roadmap 256

Roadmap Product Strategy Strategy Weak Development Team 256

Product Management University

APRIL 12, 2021

Identify and execute action items required to establish stronger working relationships with engineering, marketing, sales, finance and customer success teams. This list should be pretty straight forward now that everyone is on board with a vision and supporting priorities that revolve around customer business outcomes.

Product Manager 189

Product Manager Product Management Management Management 189

Mind the Product

AUGUST 10, 2017

Brian joined Pendo from Namely, and formerly from Intuit, where he started his career in finance before finding his passion for product. Ultimately, your goal is to gain insights that you can turn into ideas or product visions.

Customer Feedback 161

Customer Feedback Data Visualization Research Software User Testing 161

Intercom, Inc.

OCTOBER 1, 2020

Sales, marketing, finance, support, and R&D all use the roadmap for different thing. Sales want to sell it, marketing needs to plan for it, finance needs to model it, support needs to be able to explain it, and R&D needs to be excited about it. That’s the dream, that’s the vision. That’s the dream, that’s the vision.

Roadmap 165

Roadmap Feedback Software User Testing Reporting Tools 165

Mind the Product

OCTOBER 18, 2016

To be able to get the new model out the door, product manager Kate Arnold had to bring together the Netflix founders on strategy, and work with users, analytics, design, engineering, with marketing on the new acquisition model, with finance on the business model and billing, with the warehouse on fulfillment, and with film industry.

Analytic Tools 156

Analytic Tools CTO Coach Finance Customer Experience 156

Intercom, Inc.

OCTOBER 1, 2020

Sales, marketing, finance, support, and R&D all use the roadmap for different thing. Sales want to sell it, marketing needs to plan for it, finance needs to model it, support needs to be able to explain it, and R&D needs to be excited about it. That’s the dream, that’s the vision. That’s the dream, that’s the vision.

Roadmap 165

Roadmap Feedback Software User Testing Reporting Tools 165

The Product Coalition

FEBRUARY 24, 2023

This also implies that product managers have to have broad knowledge of many fields, just like the CEO of a company, including data, technology, marketing and finance. CEOs are therefore more accountable for overall company profitability and product managers are more accountable for metrics further down in Lead Edge’s hierarchy.

Reporting Tools 162

Reporting Tools Customer Experience Data Visualization Download 162

Mind the Product

OCTOBER 31, 2019

But I’ve found that by building relationships, setting the future vision, and having faith in your capabilities as a product manager you can carve out a place for yourself. Get Your Vision, Problem Definition and Job-to-be-done Right. I took a long time to understand, and then evangelize, the vision for our team.

User Testing 130

User Testing Product Research Data Visualization Product Manager 130

Product Innovation Educators

AUGUST 20, 2018

A personal brand is your values, style, and vision combined into one. [22:34] 22:34] Sixth dimension: Finances. Arthur is the founder of Directive Communication Psychology and is ranked among the top-10 leadership thought leaders by Global Gurus. In our discussion he shares six dimensions of top achievers: Failure-proof. Discipline.

Finance 140

Finance User Testing Leadership Branding 140

Intercom, Inc.

JANUARY 9, 2020

?. While it might be obvious that there’s usually a team of people collaborating on the vision and creation of good design, this truth applies just as much to the end user – there’ll be more than one person on the receiving end. Jared points to “experience visions” as a fantastic tool to help guide the decision-making process.

UX 165

UX Customer Experience Research Software Data Visualization 165

The Product Coalition

NOVEMBER 23, 2021

These 8 dimensions will be pillars of driving the vision and business outcomes right after the launch. Branding/content strategy Branding strategy for a startup is equally important like other stacks such as product, innovation, engineering, growth, finance, ops but that is the area where co-founders generally do not have enough experience.

Startups 144

Startups Strategy Technical Review B2B 144

The Product Coalition

MARCH 25, 2022

People quickly went digital and understood that finances don’t always require personal presence. Today, the main goals of fintech are to facilitate the interaction with finances and to improve the relationship between financial institutions and customers. Their purpose is simple: to let users store their finances and make payments.

Research Software 136

Research Software Feedback Software Reporting Tools Data Visualization 136

Mind the Product

JUNE 22, 2018

The service lets customers manage their finances with their mobile phone. While everyone in your team needs to be united by the same vision, it’s far more important that your team works in close collaboration and everyone understands the impact of their work on the rest of the team. The Story of M-Pesa and M-Shwari.

Data Visualization 138

Data Visualization Banking Weak Development Team Customer Experience 138

Product Innovation Educators

MARCH 4, 2019

He has a good cross-functional background for doing so, serving in senior roles in product development, marketing, finance, and sales. I realized that this was not a good approach so we created a cross-functional program for employees to innovate and execute their visions. Summary of some concepts discussed for product managers. [2:25]

Feedback Software 136

Feedback Software Government Finance Technical Review 136

Mind the Product

MAY 14, 2018

And that’s before you’ve started speaking to customers, analysing product data, understanding your market, defining your product vision and roadmap, or even managing other product managers. Juggling all these conversations can feel like you’re continuously shifting gear in a tumult of noise.

Product Research 168

Product Research Research Software Product Manager Product Management 168

Innovatemap

AUGUST 25, 2020

Whether you’ve been handed a new product vision to execute or you have an idea of your own, it’s also your job to socialize your product vision and gain buy-in from internal stakeholders. Let’s take a look at the process of socializing your product vision internally and why its imperative to your product’s success.

Vision 52

Vision Product Manager Product Management User Testing 52

Intercom, Inc.

AUGUST 30, 2022

Using Brex also saves time for your finance team (or, depending on headcount, your finance person ??) Notion is a great way to keep everyone in your business aligned, and can house everything from your company’s big-picture vision , to important engineering and process documents, to meeting notes, to roadmaps.

Reporting Tools 163

Reporting Tools Customer Communications Analytic Tools Data Visualization 163

The Product Coalition

APRIL 13, 2020

Changes in fundraising Entrepreneurs expect to see private financing decreased, at least slightly, as it happened during economic downturns in 2001 and 2009. It’s also essential to strengthen your business potential hiring the right product development company that can grab your vision and is ready to innovate too.

Startups 145

Startups Travel Finance Product Research 145

The Product Coalition

FEBRUARY 1, 2022

In finance this is known as a “stop-loss order”. It begins with the vision to recognize when a job, a life stage, or a relationship is over?—?and Pivoting done well means the team doesn’t lose direction and can build on the insights for new product development. Pivoting in that sense is a different term for risk mitigation.

Weak Development Team 142

Weak Development Team Technical Review Workshop Customer Feedback 142

The Product Coalition

FEBRUARY 3, 2022

You see this when you have a strong vision-led founder, or an organization where the culture encourages risk-averse decision making…in other words, your typical hierarchical structure. Go ahead and talk with peers in sales, marketing, engineering, product managers, design, support, finance, and so on. really love?—?your your products.

User Testing 159

User Testing Feedback Software Finance Roadmap 159

Folding Burritos

JUNE 25, 2015

We’re talking about people or groups whose buy-in and collaboration are essential to make certain things happen: executives, sales, finance, legal, marketing, etc. Over time, you and your team create a shared history and vision. However, in the context of product teams, the term usually refers to the internal side of the organization.

Presentation 189

Presentation User Testing Consulting Feedback Software 189