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Product Management Voice of the Customer App Store message center ratings and reviews surveys finance FinTech advantis alkami credit union customer story case study product roadmap notes MORE
Mobile-first finance companies are disrupting the market left and right – especially in light of the COVID-19 pandemic. But many brands – specifically ones in traditionally transactional industries like finance – fail to capitalize on this. MORE
One sector in which we are already seeing this shift is personal finance. There is still so much opportunity for brilliant software in personal finance. I’m a big believer in Marc Andreessen’s view that software is eating the world and more and more of our daily lives will be improved by technology running brilliant software. In just the last few years I’ve moved much of my financial management to next generation software solutions that greatly simplify my life. MORE
Support business customer support finance SaaSIn the not-too-distant past, customer support was seen as a hassle, a cost that had to be borne but which was really just a tax on success. If it wasn’t for those pesky customers with problems, profits would be through the roof, right? MORE
Finance Practicing UX Research TryMyUI UX Industry Customer Experience CX Dark UX E-commerce UX Finance UX fintech Mi-DUX User Experience UXPeople talk a lot about the versatility UX designers, but what the variety of UX? MORE
Finance should NOT set prices. Finance cares a lot about pricing because they focus on profitability. But finance should NOT set prices. Here’s the problem: Finance people do not know the value of their products. However, finance people can play an important role in pricing. Margin guidance: Finance knows what investors or owners expect in terms of overall margin. Finance constantly collects and analyzes data about the business. MORE
finance fintech payments startup product-managementCo-branded Card Issuance, Explained?—?III III Part III?—?Commercial Commercial Aspects In Part I and Part II we looked at program design and experience design for co-branded cards. Commercials play a crucial role in a lot of decisions with regards to program and experience design. Commercials can make or break the program. In this piece, we look at commercial aspects from the program from cost and revenue standpoint. MORE
startup finance payments product-management fintechCo-branded Card Issuance, Explained?—?II II Part II?—?Experience Experience Design In part I of this series, we talked about why co-branded cards make sense and what does it take for banks to design a co-branded card program. MORE
Alternative financing Card controls? fintech finance product-management payments startupCo-branded Card Issuance, Explained?—?I I Part I?—?Program MORE
Innovation Business Idea Economics Human Behavior Personal FinanceThe Covid-19 imposed times are challenging for all of us. MORE
Interim CFOs are finance experts who come in, usually on a full-time basis, typically for one to three months, to help steer a company through a financial crisis, an operations change, preparation for a sale, or the gap between one CFO’s departure and the hiring of a new one. Now that I’ve made the distinction … One reason to clarify the difference between these two types of finance professionals is that fractional CFOs often use the term interim CFO. MORE
COVID-19 hit finance apps with a one-two punch, and many brands are still adjusting to find their new normal. But the competition is fierce, and the finance app category is packed. To help your finance app stand out in 2021, focus on these four strategies at the start of the new year. MORE
I studied computer science in the engineering school and ultimately settled on finance at Wharton. While I may have been better served studying marketing or management, I did learn some important finance principles that I still use day-to-day in my product management role. While I leverage this theory as the basis for managing my personal finances (via Wealthfront ), I find it also applicable to product. MORE
So they created a software that provides control, visibility, and payment methods for corporate finance teams. So we said, “How can we take the innovation around payment and integrate it into a piece of software that will make it usable for finance teams and modern companies?” What we try to do is really think of how can we make a product that not only speaks to the finance team, but is made for the end user like you and I, Dee. MORE
Finance Musings UX Industry Bad UX fintech Usability TestingSometimes, "usable" doesn't actually mean "usable" in the UX sense. Citibank is out $500 million on a "usable" UI that isn't even close to being usable. Learn the difference and save yourself a billion or so. MORE
What role does the finance department play? When you think of your role in the finance department, do you feel empowered to drive change across the organization? Finance leaders, when leveraged properly, create cost savings, promote collaboration across teams, and advocate for technology advancements and company-wide automation. Yet, so many finance departments are bogged down by the traditional perception of their role in compliance and reporting. MORE
The post Banking on bad UX: Finance website designs are failing gens Y & Z appeared first on TryMyUI Blog. Finance TryMyUI UX Industry Design finance millennial Usability Testing User Experience UX Design website zoomerFinancial institutions are mired in bad design and even worse PR. Now, younger generations aren't buying in. How are financial website designs failing? MORE
We’ve gathered and analyzed customer engagement data from the mobile apps in the following categories: Finance. Finance . Do you want to know how your mobile app engagement data compares to others in your industry? MORE
Product managers should have basic financial literacy, but the implications of new accounting policies like ASC 606 and ASC 606-340 exceed most product manager’s finance capabilities. MORE
Growth finance growth market saascommerce Scale UpmarketThese companies obviously have an amazing product. They’ve got a great way of telling that product’s story to the world. And they’re really, really good at selling. MORE
ellevest finance investment fintechAccording to Vera Behr, Product Manager at Ellevest Continue reading on Product Coalition ». MORE
11:22 Mark: And were you considering equity finance at the same time? 19:57 Mark: And what can you say about that, in terms of kind of finances of the business when you were raising? BoS Insights entrepreneurship Finance Financing growth interviews MORE
Any financial analyst must have strong corporate finance aptitude, accounting and reporting experience, and demonstrated statistical expertise. Rather than looking for someone who has fifteen or twenty years of experience in finance specifically, it may make more sense to consider engaged, inquisitive individuals who not only have several years of experience within the FP&A field?—?but finance big-data business-models analytics industry MORE
Head of Product: My CEO is a finance guy*, and is pushing the product team hard to prioritize all engineering work solely on ROI. Most first-time CEOs come from some functional role: sales, finance, marketing, engineering, occasionally product management. (Or The same applies here: we might try finance analogies to explain product strategy concepts. Finance folks know that some corporate investments have quick payoffs and others take years. MORE
Convenient access to our finances is key in our global economy, and the mobile channel has quickly become the epicenter of customer experience. However, having convenient access to our finances at our fingertips doesn’t come without unique challenges. The lifetime value of a finance customer is higher than most other industries, so when a customer does leave, it’s a much bigger hit to the company. MORE
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. And for companies already playing in the crowded finance app category, the number of touchpoints and customer engagement opportunities is tremendous—and is likely a determining factor for retaining existing customers and gaining new ones. MORE
Why and how I transferred my career from finance to product management was originally published in ProductCoalition.com on Medium, where people are continuing the conversation by highlighting and responding to this story. After college, I worked in financial services industry. Colleagues around me love what they are doing, and many people are trying to get into it. MORE
payments fintech startup finance credit-cardsUnravelling the maze of the payment infrastructure Apple announced its own credit card last week. Card payments are a commonplace now. Most of us use plastic to pay for various goods we buy online or at the retail stores. But not many really understand what happens behind the scenes when you swipe your card at a card machine (PoS) or why is it that your refunds take so much time. Here’s a low fidelity view on the topic. MORE
2020 has been volatile for Finance apps. COVID-19 hit apps in the Finance category with a one-two punch, with heavy increases in usage as well as staggering drops in economic activity. Below are key metrics apps in the Finance category should aim for in 2020. MORE
If you’re in finance, it’s time to reevaluate how you use your app for feedback collection and relationship building. You’ll learn: How the last year impacted mobile finance behavior. 5 tactics best-in-class finance apps use to gather and act on mobile customer feedback. MORE
BoSTalks Videos of 2019 Talks 1second art school BoS2019 BoSUSA BoSUSA2019 bugs build Cesar Kuriyama creativity Finance holiday ideas journal Leadership learning Price programming side hustles Stefan Sagmeister strategy subscription support TEDtalks time off updates vc funding MORE
finance startup apps design investUsing a real-project example, the Purrweb team explains how UI/UX design can simplify investments for newbies. Hello! I’m Kristina Spiridonova, an account manager at Purrweb. MORE
Finance brands were generally spared by the marketplace shakeup of 2020. Consumers used Finance apps for the same standard purposes, although DAU spiked as people used mobile as their primary access point to banks and finance management. Working in Mobile Finance in 2021. MORE
Our 2019 Mobile Benchmarks by App Category report looks at trends and differences across popular app categories, with a focus on Finance apps. Below is a taste of the Finance-focused data featured in the report, including a “scorecard” showing average engagement and feedback benchmarks for apps in the Finance category and category-specific tips for success. Profile of an average app in the Finance category. Apps in the Finance category have many unique hurdles. MORE
Today, people want to be able to manage their finances entirely online, a feature not every bank is currently able to provide. banking finance banks digital digital-transformation“The digital transformation of any enterprise is a herculean task requiring a willingness to embrace cultural change, the ability to immerse the entire organization in the customer journey, and a total commitment to digitize to the core”?—? David Gledhill , DBS Bank Chief Information Officer. MORE
Here's a rundown of privileged advice from finance experts we gleaned while attending a CrowdPitch event in our local community. Musings TryMyUI Business finance How-To investor loans pitch User Experience UXThe post What we learned from attending a CrowdPitch event appeared first on TryMyUI Blog. MORE
If you know right now that you do not or will have some of these elements, talk to your finance team, understand why, and come up with a plan in the coming few weeks to get these items together. For a free consultation on what needs doing before you hire a tax preparer, set up a time to talk to Paro’s finance experts here or download our Tax Guide and Checklist for more information on how your business can best prepare for painless, easy tax season. MORE
What about the future of finance? Modern finance is being swayed not only by numbers but also by words. ai fintech finance banking startupSince volumes of textual data increase, natural language processing becomes an effective tool for financial analysis. MORE
Challenging the status quo: How Social Finance brings agility to a risk-averse industryHollis KoolAuthorThe private sector — especially tech — is ripe with the language of innovation, like “agile,” “design thinking,” and “digital transformation.” The post How Social Finance brings agility to a risk-averse industry appeared first on MiroBlog | A blog by Miro MORE
Finance Related Topics Apptentive
APRIL 7, 2021
Finance brands were generally spared by the marketplace shakeup of 2020. Consumers used Finance apps for the same standard purposes, although DAU spiked as people used mobile as their primary access point to banks and finance management. Working in Mobile Finance in 2021.
Apptentive
JUNE 24, 2021
If you’re in finance, it’s time to reevaluate how you use your app for feedback collection and relationship building. You’ll learn: How the last year impacted mobile finance behavior. 5 tactics best-in-class finance apps use to gather and act on mobile customer feedback.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Apptentive
DECEMBER 16, 2020
COVID-19 hit finance apps with a one-two punch, and many brands are still adjusting to find their new normal. But the competition is fierce, and the finance app category is packed. To help your finance app stand out in 2021, focus on these four strategies at the start of the new year.
Apptentive
APRIL 11, 2019
Our 2019 Mobile Benchmarks by App Category report looks at trends and differences across popular app categories, with a focus on Finance apps. Below is a taste of the Finance-focused data featured in the report, including a “scorecard” showing average engagement and feedback benchmarks for apps in the Finance category and category-specific tips for success. Profile of an average app in the Finance category. Apps in the Finance category have many unique hurdles.
Speaker: Ian Thompson, Head of Business Intelligence at King, and Zara Wells, Strategic Customer Success Manager at Looker
He’ll also cover the various other ways that King uses analytics across their entire company, from finance to performance marketing.
Apptentive
JUNE 12, 2019
Convenient access to our finances is key in our global economy, and the mobile channel has quickly become the epicenter of customer experience. However, having convenient access to our finances at our fingertips doesn’t come without unique challenges. The lifetime value of a finance customer is higher than most other industries, so when a customer does leave, it’s a much bigger hit to the company.
DevelopmentCorporate
MAY 31, 2021
Product managers should have basic financial literacy, but the implications of new accounting policies like ASC 606 and ASC 606-340 exceed most product manager’s finance capabilities.
Apptentive
MAY 21, 2020
2020 has been volatile for Finance apps. COVID-19 hit apps in the Finance category with a one-two punch, with heavy increases in usage as well as staggering drops in economic activity. Below are key metrics apps in the Finance category should aim for in 2020.
TryMyUI
OCTOBER 10, 2019
The post Banking on bad UX: Finance website designs are failing gens Y & Z appeared first on TryMyUI Blog. Finance TryMyUI UX Industry Design finance millennial Usability Testing User Experience UX Design website zoomerFinancial institutions are mired in bad design and even worse PR. Now, younger generations aren't buying in. How are financial website designs failing?
Mironov Consulting
OCTOBER 26, 2017
Head of Product: My CEO is a finance guy*, and is pushing the product team hard to prioritize all engineering work solely on ROI. Most first-time CEOs come from some functional role: sales, finance, marketing, engineering, occasionally product management. (Or The same applies here: we might try finance analogies to explain product strategy concepts. Finance folks know that some corporate investments have quick payoffs and others take years.
Speaker: Anne Steiner, Vice President of Product and Technology at Cprime
In this webinar, you’ll learn how the transition from project to product affects funding models, why project-based funding models stifle agility, and the benefits of product-based funding models. Download now!
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Apptentive
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. And for companies already playing in the crowded finance app category, the number of touchpoints and customer engagement opportunities is tremendous—and is likely a determining factor for retaining existing customers and gaining new ones.
Apptentive
AUGUST 5, 2020
Mobile-first finance companies are disrupting the market left and right – especially in light of the COVID-19 pandemic. But many brands – specifically ones in traditionally transactional industries like finance – fail to capitalize on this.
Sachin Rekhi
JANUARY 9, 2017
I studied computer science in the engineering school and ultimately settled on finance at Wharton. While I may have been better served studying marketing or management, I did learn some important finance principles that I still use day-to-day in my product management role. While I leverage this theory as the basis for managing my personal finances (via Wealthfront ), I find it also applicable to product.
Apptentive
APRIL 21, 2020
We’ve gathered and analyzed customer engagement data from the mobile apps in the following categories: Finance. Finance . Do you want to know how your mobile app engagement data compares to others in your industry?
The Product Coalition
OCTOBER 12, 2020
ellevest finance investment fintechAccording to Vera Behr, Product Manager at Ellevest Continue reading on Product Coalition ».
The Product Coalition
JUNE 5, 2018
What role does the finance department play? When you think of your role in the finance department, do you feel empowered to drive change across the organization? Finance leaders, when leveraged properly, create cost savings, promote collaboration across teams, and advocate for technology advancements and company-wide automation. Yet, so many finance departments are bogged down by the traditional perception of their role in compliance and reporting.
The Product Coalition
JULY 8, 2021
What about the future of finance? Modern finance is being swayed not only by numbers but also by words. ai fintech finance banking startupSince volumes of textual data increase, natural language processing becomes an effective tool for financial analysis.
The Product Coalition
MAY 18, 2016
Why and how I transferred my career from finance to product management was originally published in ProductCoalition.com on Medium, where people are continuing the conversation by highlighting and responding to this story. After college, I worked in financial services industry. Colleagues around me love what they are doing, and many people are trying to get into it.
Business of Software Conference
FEBRUARY 16, 2021
11:22 Mark: And were you considering equity finance at the same time? 19:57 Mark: And what can you say about that, in terms of kind of finances of the business when you were raising? BoS Insights entrepreneurship Finance Financing growth interviews
Miro
AUGUST 19, 2019
Challenging the status quo: How Social Finance brings agility to a risk-averse industryHollis KoolAuthorThe private sector — especially tech — is ripe with the language of innovation, like “agile,” “design thinking,” and “digital transformation.” The post How Social Finance brings agility to a risk-averse industry appeared first on MiroBlog | A blog by Miro
TryMyUI
DECEMBER 12, 2019
Finance Practicing UX Research TryMyUI UX Industry Customer Experience CX Dark UX E-commerce UX Finance UX fintech Mi-DUX User Experience UXPeople talk a lot about the versatility UX designers, but what the variety of UX?
Sachin Rekhi
JANUARY 31, 2013
One sector in which we are already seeing this shift is personal finance. There is still so much opportunity for brilliant software in personal finance. I’m a big believer in Marc Andreessen’s view that software is eating the world and more and more of our daily lives will be improved by technology running brilliant software. In just the last few years I’ve moved much of my financial management to next generation software solutions that greatly simplify my life.
Business of Software Conference
FEBRUARY 24, 2021
BoSTalks Videos of 2019 Talks 1second art school BoS2019 BoSUSA BoSUSA2019 bugs build Cesar Kuriyama creativity Finance holiday ideas journal Leadership learning Price programming side hustles Stefan Sagmeister strategy subscription support TEDtalks time off updates vc funding
SidsAvenue
JUNE 20, 2020
Innovation Business Idea Economics Human Behavior Personal FinanceThe Covid-19 imposed times are challenging for all of us.
TryMyUI
FEBRUARY 22, 2021
Finance Musings UX Industry Bad UX fintech Usability TestingSometimes, "usable" doesn't actually mean "usable" in the UX sense. Citibank is out $500 million on a "usable" UI that isn't even close to being usable. Learn the difference and save yourself a billion or so.
The Product Coalition
OCTOBER 13, 2020
finance startup apps design investUsing a real-project example, the Purrweb team explains how UI/UX design can simplify investments for newbies. Hello! I’m Kristina Spiridonova, an account manager at Purrweb.
Apptentive
JULY 21, 2020
Product Management Voice of the Customer App Store message center ratings and reviews surveys finance FinTech advantis alkami credit union customer story case study product roadmap notes
The Product Coalition
APRIL 27, 2020
Alternative financing Card controls? fintech finance product-management payments startupCo-branded Card Issuance, Explained?—?I I Part I?—?Program
Inside Intercom
OCTOBER 7, 2020
Support business customer support finance SaaSIn the not-too-distant past, customer support was seen as a hassle, a cost that had to be borne but which was really just a tax on success. If it wasn’t for those pesky customers with problems, profits would be through the roof, right?
The Product Coalition
JUNE 17, 2019
Today, people want to be able to manage their finances entirely online, a feature not every bank is currently able to provide. banking finance banks digital digital-transformation“The digital transformation of any enterprise is a herculean task requiring a willingness to embrace cultural change, the ability to immerse the entire organization in the customer journey, and a total commitment to digitize to the core”?—? David Gledhill , DBS Bank Chief Information Officer.
TryMyUI
SEPTEMBER 27, 2019
Here's a rundown of privileged advice from finance experts we gleaned while attending a CrowdPitch event in our local community. Musings TryMyUI Business finance How-To investor loans pitch User Experience UXThe post What we learned from attending a CrowdPitch event appeared first on TryMyUI Blog.
The Product Coalition
APRIL 27, 2020
startup finance payments product-management fintechCo-branded Card Issuance, Explained?—?II II Part II?—?Experience Experience Design In part I of this series, we talked about why co-branded cards make sense and what does it take for banks to design a co-branded card program.
The Product Coalition
APRIL 27, 2020
finance fintech payments startup product-managementCo-branded Card Issuance, Explained?—?III III Part III?—?Commercial Commercial Aspects In Part I and Part II we looked at program design and experience design for co-branded cards. Commercials play a crucial role in a lot of decisions with regards to program and experience design. Commercials can make or break the program. In this piece, we look at commercial aspects from the program from cost and revenue standpoint.
Inside Intercom
NOVEMBER 27, 2019
Growth finance growth market saascommerce Scale UpmarketThese companies obviously have an amazing product. They’ve got a great way of telling that product’s story to the world. And they’re really, really good at selling.
Inside Intercom
NOVEMBER 7, 2019
So they created a software that provides control, visibility, and payment methods for corporate finance teams. So we said, “How can we take the innovation around payment and integrate it into a piece of software that will make it usable for finance teams and modern companies?” What we try to do is really think of how can we make a product that not only speaks to the finance team, but is made for the end user like you and I, Dee.
The Product Coalition
JUNE 12, 2018
Any financial analyst must have strong corporate finance aptitude, accounting and reporting experience, and demonstrated statistical expertise. Rather than looking for someone who has fifteen or twenty years of experience in finance specifically, it may make more sense to consider engaged, inquisitive individuals who not only have several years of experience within the FP&A field?—?but finance big-data business-models analytics industry
The Product Coalition
MARCH 30, 2019
payments fintech startup finance credit-cardsUnravelling the maze of the payment infrastructure Apple announced its own credit card last week. Card payments are a commonplace now. Most of us use plastic to pay for various goods we buy online or at the retail stores. But not many really understand what happens behind the scenes when you swipe your card at a card machine (PoS) or why is it that your refunds take so much time. Here’s a low fidelity view on the topic.
The Product Coalition
APRIL 23, 2018
Interim CFOs are finance experts who come in, usually on a full-time basis, typically for one to three months, to help steer a company through a financial crisis, an operations change, preparation for a sale, or the gap between one CFO’s departure and the hiring of a new one. Now that I’ve made the distinction … One reason to clarify the difference between these two types of finance professionals is that fractional CFOs often use the term interim CFO.
The Product Coalition
FEBRUARY 8, 2018
If you know right now that you do not or will have some of these elements, talk to your finance team, understand why, and come up with a plan in the coming few weeks to get these items together. For a free consultation on what needs doing before you hire a tax preparer, set up a time to talk to Paro’s finance experts here or download our Tax Guide and Checklist for more information on how your business can best prepare for painless, easy tax season.
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