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Together, they outline three practical steps to bridge the gap with Finance, align meaningful metrics, and turn strong CX ideas into fully funded initiatives. Instead of starting with customer complaints or experience gaps, start by asking Finance: What problems are you trying to solve this year? Find a partner in the CFO org.
Sales, customer success, support, and finance each have their own priorities, from driving new business to reducing support burdens. Consensus starts with customers. Understand the needs of different segments and focus where you can have the most impact. But it also extends to your internal teams.
Finance faces the same reality: bold, user-first design delivered through seamless digital platforms is what separates the leaders from those destined to become footnotes. Google left Yahoo behind in searches. Zoom outperformed Skype in videocalls. Uber challenged traditional taxis. Amazon reshaped retail with customerfocus.
That’s why we conducted a survey of 200 product managers across industries like finance, healthcare, and tech to better understand the value. For current and aspiring product managers, the question comes up time and again: Is product management certification worth the investment? The post Is Product Management Certification Worth It?
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Key Takeaways: Data Storytelling for Finance 📢 Transforming complex financial reports into clear, actionable insights. Compliance and Risk Considerations ✅ Navigating data-driven finance while staying audit-ready.
The Revolut super app offering goes far beyond finance by including cutting-edge lifestyle services. Their mobile-first approach and transparent brand message-democratizing finance-align seamlessly with their service offerings. In finance, UX is increasingly the brand differentiator. Originally published at [link].
Some people argued a different role owned defining the ideal customer profile (ICP) there were votes for product, sales, customer success, and even finance. And yes, even finance needs to know whose money they are trying to earn. A quick scan through the comments showed that not everyone agreed with this statement.
Finance apps are evolving fast. Thats why we built the AI-Powered Finance & Investment UI Kit : A ready-to-use , beautifully structured UI kit designed to help startups, creators, and innovators build the finance apps of tomorrowtoday. Why This KitMatters Building a finance app is tough. This isnt just a UI kit.
Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Finance: “What’s the ROI?” Bruce once made weekly trips to HQ just to take a finance stakeholder to lunch. Once relationships are strong, async methods like email or Slack can work. Read between the lines. Anticipate objections by role: Sales: “Will this help me close deals?” Engineering: “How much extra work is this?”
Dashboard Design for a Smart Finance Platform Step 3. Examples: SaaS: Active users, CAC, LTV, churn rate; Marketing: Click-to-lead conversion, customer acquisition cost, ROMI; Finance: Operating profit, average order value, forecasted cash flow. Don’t try to make a dashboard “for everyone.” A tool for everyone usually helps no one.
Written by Alex Kreger and UXDA team Digital banking has undergone significant transformation over the past decade, yet many users still experience stress and confusion when managing their finances online. In finance, these factors are magnified by everyones subconscious fears about money, risk and loss.
Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage and financial stability!
It explores the common points of friction with Finance, Engineering, Sales, and Support — and offers practical ways to address their concerns. Finance worries about margins and capital discipline. How to respond: Bring finance in early. This level of discipline often turns finance into a backer, not a blocker.
Executives, Engineers, Finance, Strategists, and beyond. If You Take One Thing Away. These four capabilities are non-negotiable. They are what enable us to engage meaningfully with every part of the organisation. They give us the credibility to sit at the right tables and contribute to the conversations that shape the future.
A simple, perfectly timed design decision that every UX designer should learn from A few days ago, I opened my finance app to check my card details. The context For those unfamiliar, Robinhood is a US-based finance app known for stock trading and investing. Nothing unusual about that. Except this time, I was already on a call.
Create a budget and an efficiency plan tied to the business case, and then ask finance to help you manage it. Prioritize the features for deletion based on the business case, efficiency gains, experience, and extra space they can create. Assign an outcome and a metric to each to ensure you capture the value. Communicate the plan.
Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global
In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities.
Additional team members include key stakeholders , for instance, a sales rep, marketeer, support team member, and finance expert, as well as representatives from the development teams like a UX designer (for end-user-facing products), an architect/programmer, and a tester/QA engineer.
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.
Get a Resource Hedge: Convince Finance to set aside budget for cleanup if the acquired product comes with skeletons youll have to bury later. If you arent invited to the diligence party, rattle some cages: Arm Corp Dev: Provide them a short list of mission-critical data you must have before closing.
. #10Addnew features along with retaining the existing functionality Suzanne Noble , founder at Frugl Balancing a founder’s vision with customer feedback is a tricky one but, for us at Frugl, it’s mainly driven by finances and usefulness.
Speaker: Ian Hillis, SVP of Growth at Payrix and Worldpay for Platforms
Join us for an exclusive webinar hosted by Ian Hillis, SVP of Growth at Payrix and Worldpay for Platforms, where he’ll explore the significant impact of embedded finance on the software industry! 📆 August 7th, 2024 at 9:30a PT, 12:30p ET, 5:30p BST
Mercury Mercury’s demo provides a guided tour that replicates the experience of using Mercury to manage finances, make payments, and track transactions. Users get to see examples of how Bigin tracks customer interactions , organizes contact information, and provides insights into sales performance. Bigin’s interactive demo.
If youre building a personal finance app, r/finance would be a great place to see what problems your users are facing. Reach out to your target users If you want to attract more users, go where they hang out; dont wait for them to come to you. I believe Reddit is a great place to start. However, avoid barging in with a pitch.
For example, Commodity Centre , Europe’s leading commodity trading and finance platform, selected Reveal’s embedded analytics platform to replace its disconnected BI tools that could not scale with its operations.
Product Manager, Tesco (2021Present): Owned the roadmap and strategy for the Personal Finance Wellness Platform, improving data accuracy by 40%. He is especially interested in internal tools, fintech platforms, and products that foster personal finance, digital transformation, and data-first innovation.
Speaker: Ketan Jahagirdar - Sopheon’s Director of Product Management
Empower yourself as a project manager with insights that directly influence the financial landscape and strategic direction of your organization! Join us for a deep dive into the world of financial strategy, as we dissect key metrics that drive CFOs and business leaders’ investment decisions.
In B2C, users choose to use a service because it meets a personal need — legal, health, finance, learning. In B2B, many users are captive: they have to use the software, but their personal motivation may be low, split between various tools and business goals.
To create more flexible growth pathways, product leaders can explore: Cross-team skills frameworks: These may sit within the realm of product e.g., product, data, design & engineering, or better yet, may cross into other business professions like marketing, finance and operations.
Finance and banking: 85%90%. Established customer relationships and financial product stickiness (customers typically avoid switching to other finance service) lead to high retention rates. Switching costs to other providers and the benefits that long-term contracts bring to customers usually contribute to higher retention rates.
He has led teams to launch dozens of successful digital products for innovative Fortune 500 pharma & life sciences, finance, tech, and retail companies. A software engineer turned entrepreneur, Geg has two decades of experience, seasoned with optimism and a healthy appetite for challenges.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
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The predictable result? Reports in different numbers” even when everyone is “trying to report on the same metrics”. Trust erodes, sprint reviews derail, and product velocity flat-lines.
A finance app reshapes itself for beginners vs. pros. You sketch a user flow, and AI auto-generates the underlying code. You define a brand personality, and AI drafts your content, emails, and onboarding. But here’s where it gets more powerful: your design evolves. A shopping experience transforms based on real-time mood or intent.
Some need coding, while others focus on data types like sales or finance, which arent as helpful for tracking user behavior or feature adoption. How can you pick the right tool for visualizing data? Not all data visualization tools are great for product teams.
What You’ll Learn: Breaking into Product Management: Mayas transition from finance to tech and product leadership. If you’re struggling with perfectionism in your product role, this episode offers key lessons in letting go and focusing on impact.
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That’s when you know users trust you with their finances. Consider a finance app: When users submit expense receipts, they’re likely on mobile. If yes, you’ve found gold. If no, keep filtering. For instance, a fintech app could track successful money transfers using product analytics.
Digital twins are gaining significant traction in high-risk industries like finance, healthcare, and life sciences, where the cost of a breach can be catastrophic. He has led teams to launch dozens of successful digital products for innovative Fortune 500 pharma & life sciences, finance, tech, and retail companies.
Speaker: Anne Steiner, Vice President of Product and Technology at Cprime
We share real life examples, provide guidance on how to approach this conversation with your finance department, and suggest a path to iteratively change funding models for your organization. Why project-based funding models stifle agility. The benefits of product-based funding models. Download now!
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