The Product Coalition

DECEMBER 27, 2023

Real cross-functional collaboration is much more than just assembling a group of people from different departments. Essential functions like legal, compliance, marketing, and finance often get overlooked, considered as mere support rather than integral parts of the process. Challenge #2: Leadership versus Decision-Maker ?

Analytic Tools 123

Analytic Tools Weak Development Team Reporting Tools Technical Review 123

The Product Bistro

NOVEMBER 26, 2018

Being at the center of the organization, Product Management is the logical focal point for this activity, even though it requires input from groups outside their control. Different groups have different opinions and assumptions as well as differing models of consumption of said forecast. i.e. Sales and marketing. Operations.

Product Management 195

Product Management Product Manager Finance Management 195

Mironov Consulting

APRIL 8, 2024

As much as we talk about company-level alignment, every functional group sees a different subset of shortcomings in our products and processes.    Each group will naturally put its own list of technical improvements ahead of the other groups.    Learn a bit about what other groups do.

Technical Review 65

Technical Review Software Review Finance Product Research 65

Mironov Consulting

MAY 18, 2024

  That spills over into your group, since your team leans in a lot to help.    And you may be asked to ‘lend’ some of your strongest performers to cover gaps in adjacent product groups.    Finance wants a 6x return (=$18M+) on our investment rather than a write-off.    Thoughts?”

Technical Advisors 65

Technical Advisors Technical Review Weak Development Team Product Research 65

Alchemer Mobile

MARCH 16, 2021

Brands only lost an average of 4% of consumers in this group thanks to precise segmenting and proactive, personalized outreach. App categories include Media and Entertainment, Finance, Food and Drink, Healthcare, Personal Services, Shopping, Travel, Utilities, Business Services, and Education.

Data Visualization 246

Data Visualization Reporting Tools Feedback Software User Testing 246

Userpilot

DECEMBER 13, 2023

Transforming findings into JTBDs involves analyzing user interviews to create concise, actionable goals reflecting customer needs, like crafting a JTBD for a budgeting app to “quickly understand finances,” ensuring your product meets real customer desires. Their feedback can reveal gaps in your marketing or product offering.

Product Research 100

Product Research Data Visualization User Testing Customer Feedback 100

The Product Coalition

MAY 23, 2023

Let’s consider an example from the field of personal finance management. In a traditional finance app, users often need to navigate through multiple menus and tabs to track their spending, set budgets, view their investments, and more. If they’re curious about their investment performance, they could ask, “How are my stocks doing?”

Data Visualization 98

Data Visualization Finance Customer Experience Travel 98

Product Management University

MARCH 15, 2023

If your product targets the customer’s finance department, your practice directors should be the experts on AP, AR, asset management, budgeting, financial compliance, financial reporting, etc. and how they interact with one another in the interest of the finance department’s strategic priorities.

Reporting Tools 246

Reporting Tools Product Research Product Management Product Manager 246

The Product Coalition

SEPTEMBER 2, 2021

We are witnessing the dawn of next-gen finance. These fintech companies and startups have earned a spot on this list due to their impressive technology and socially conscious approaches to finance. Its target audience comprises social groups that struggle with temporary financial difficulties and need to get money as soon as possible.

Analytic Tools 97

Analytic Tools Artificial Inteligence Data Visualization Startups 97

Alchemer Mobile

APRIL 13, 2021

Despite the differences between subcategories, the Love Dialog had a positive impact on both consumer groups. Understanding shifts in emotion and proactively engaging with consumers to get ahead of them is a big opportunity for Finance brands in 2021 and beyond. Surveys and Messages. Popular Phrases.

Feedback Software 232

Feedback Software Research Software User Testing Systems Review 232

Roman Pichler

JUNE 1, 2020

For example, these stakeholders are likely to include representatives from marketing, sales, support, and finance for a commercial product. This is particularly helpful when you are faced with a large group of stakeholders, which is not uncommon in bigger companies. Build Trust. Engage the Stakeholders Early and Regularly.

Weak Development Team 307

Weak Development Team Product Research Customer Experience Workshop 307

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. Consequently, you often have to run longer meetings.

Weak Development Team 267

Weak Development Team Product Management Product Manager User Testing 267

Intercom, Inc.

OCTOBER 29, 2019

Customer segmentation is the practice of dividing your customers into addressable groups on the basis of different needs. For example, our Finance team is now able to confirm whether new customer growth is up in our target segments. In our case, the Finance team was supportive of using this approach for our first iteration.

User Testing 184

User Testing Data Visualization Customer Experience Customer Feedback 184

Roy Madden

MARCH 22, 2022

Let’s take a look at a Leo Web Alert designed to track the latest IoCs and TTPs related to Lazarus Group across threat intelligence reports published on the web: Gather IoCs and TTPs related to Lazarus Groups from intelligence reports. Learn more. Monitor critical vulnerabilities and zero-days.

Research Software 93

Research Software User Testing Product Research Reporting Tools 93

The Product Coalition

DECEMBER 23, 2021

Users share sensitive data and entrust performing operations with their finances, so even minor defects in fintech products destroy confidence, make users question the company’s expertise, and what’s worse, abandon an app. When it comes to finances, companies should organize the design in the simplest way possible.

Weak Development Team 168

Weak Development Team UX User Testing Technical Review 168

Mironov Consulting

SEPTEMBER 14, 2020

Sales execs want more sales-y Heads of Product; development execs want more engineering-ish Heads of Product; marketing teams want a marketer in product clothing… no candidate passes muster with all groups. At your company, they might be called Chief Product Officer, VP Product, Director of Product Management, or Group Product Lead.

Reporting Tools 145

Reporting Tools Analytic Tools Onboarding KPIs Data Visualization 145

Ronke PM

AUGUST 16, 2023

Table of Contents Technical Support Customer Success/Relationship Managers Marketing Sales Team Data Scientist Finance UX Researcher UX Designer Content Designers and Conversational Designers Engineering Legal Security (IT) PMO (Product Management Office) (Bonus!) Finance One of my favorite teams to partner up with is finance.

Onboarding KPIs 52

Onboarding KPIs Weak Development Team Research Software Customer Experience 52

Intercom, Inc.

FEBRUARY 2, 2022

Address any new questions raised in the output and share the strawman proposal with the key stakeholder group. sharing with product, marketing, sales, and finance teams) and reaching wider to connect with other stakeholders who are keen to collaborate. Editing: Stitching it all together. Ads/trailer: Build the anticipation.

Data Visualization 220

Data Visualization User Testing Technical Review Magazine 220

Lenny Rachitsky

JANUARY 16, 2024

These equations and concepts can be some of the most divisive within your company, particularly between your product, GTM, finance, and sales teams. There are group discounts , gift options , and referral bonuses available. This includes companies like Warby Parker, Casper, Glossier, and Dollar Shave Club.

User Testing 120

User Testing B2C Outbound Feedback Software 120

UX Planet

FEBRUARY 7, 2024

We worked as a group and in our research, we adopted an ethnographic and qualitative approach, conducting interviews over Zoom with both potential home buyers and current homeowners who recently bought a house within the past two years. The entire process hinges on the buyer’s level of preparedness in terms of their financials.

Systems Review 83

Systems Review Construction Research Software Government 83

Bain Public

OCTOBER 18, 2022

Powered by Highline Beta, Station Fintech Accelerator is a 4-month program designed to help the growth of FinTech startups by introducing them to targeted connections in large corporations, insurance companies, investors and service providers within the Finance Montreal Ecosystem.

Workshop 52

Workshop Finance Startups Leadership 52

Mind the Product

MARCH 30, 2020

While he remembers being a “fanatic about handphones and gadgets”, telecoms wasn’t for him, and he then went on to study investment finance and economics at a US university. From there, he began a career in finance. To some of his friends and family, it seemed like an odd transition – finance to product?

Finance 100

Finance User Testing Transportation Research Software 100

Roman Pichler

JUNE 7, 2021

The grid encourages you to divide the stakeholders into four groups, as I explain in more detail in my article Getting Stakeholder Engagement Right. For a revenue-generating product, this might be someone from marketing, sales, support, and finance. Once you have done this, focus on the players. Decide How to Decide.

Weak Development Team 156

Weak Development Team Product Research Workshop Customer Experience 156

Gainsight

MARCH 15, 2024

That’s exactly what Masters and her team at HoneyBook realized when they migrated their community from a Facebook group to Gainsight Customer Communities. In strategizing the migration of our community, Masters anticipated some attrition and carefully planned her approach.

Customer Experience 52

Customer Experience Customer Feedback Data Visualization Webinar 52

Userpilot

JUNE 20, 2023

To start with, it’s easier to cater to the needs of a small group of users. Popular validation techniques include online surveys , user interviews and focus groups, and fake door tests. Not building the product at all is a valid option too if the cost of financing it is higher than the returns.

User Testing 78

User Testing Product Research Feedback Software Customer Feedback 78

Userpilot

APRIL 18, 2024

TL;DR Customer segmentation involves dividing your customers into different groups based on common characteristics, such as age, gender, industry, device type, and company size. Customer segmentation is the process of dividing your existing customer base into groups based on shared attributes or traits. Let’s get started.

Data Visualization 77

Data Visualization Analytic Tools Feedback Software Customer Experience 77

Roman Pichler

JUNE 4, 2018

For some companies, this means introducing a new department or group , creating new roles, and career plans. The changes required to establish a product management group are far from trivial, and they require executive management support, as I discuss in more detail below. Define Clear Product Roles and Responsibilities.

Product Management 240

Product Management Product Manager Weak Development Team Management 240

Reveal

NOVEMBER 1, 2023

Specialized Reports In healthcare , finance, and manufacturing industries, specialized reports are often required to meet regulatory standards or specific business needs. Create customized groups to efficiently organize the available chart types, ensuring an intuitive and user-friendly interface.

Data Visualization 97

Data Visualization Customer Feedback Analytic Tools Reporting Tools 97

Roy Madden

FEBRUARY 17, 2022

Cybersecurity teams often create a Leo Web Alert for each of the main products deployed in their environment and group them into a Vulnerabilities folder. Cybersecurity teams often create a Leo Web Alert for each of the threat actors and malware families defined on their threat profiling list and group them into a “Threat Intel” folder.

Data Visualization 82

Data Visualization Reporting Tools Research Software Finance 82

The Product Coalition

MAY 5, 2022

If you want to solve for something less quantifiable– like user sentiment or comprehension– you might run a supervised study with a small, targeted group of participants. That’s why, at both companies, we relied on prototype groups and beta launches that integrated new tools and features into users’ everyday lives.

User Testing 134

User Testing Feedback Software Research Software Product Research 134

The Product Coalition

MARCH 14, 2023

To learn more about how to empower your CS team with a tool like UXCam, check out our article: Finance apps have a customer support problem, and here’s how to fix it. Group steps together that are logical in the mind of the customer. This will shorten the feedback loop to your customer support teams, reducing the chance of abandonment.

User Testing 138

User Testing Analytic Tools Data Visualization Research Software 138

Intercom, Inc.

AUGUST 30, 2022

All banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC. Using Brex also saves time for your finance team (or, depending on headcount, your finance person ??) Mercury is a financial technology company, not a bank.

Reporting Tools 163

Reporting Tools Customer Communications Analytic Tools Data Visualization 163

Business of Software Conference

JUNE 20, 2022

We’re going to be running a mastermind group for founders who want to achieve the best possible exit for themselves, their customers and their teams. The BoS Exit Mastermind Group. The overall intent for the group will be to bring a group of founders together who expect to exit their companies within a 6 month to 3 year time frame.

Software Review 75

Software Review Finance Positioning Events 75

Imaginary Cloud - Design

SEPTEMBER 17, 2020

There are a lot of offers on the market regarding personal finance. The app automatically categorizes and groups the expenses in four groups “Little things”, “Money In”, “Money out” and “Cash Out”. What is helpful is to understand a group of people. Sometimes more than one group, their capacities and needs.

Customer Experience 136

Customer Experience User Experience User Testing Research Software 136

The Product Coalition

APRIL 1, 2021

Areas with the largest growth and declines People are moving from expensive tech or finance centers to other, more affordable cities like Las Vegas, Sacramento, Nashville, Atlanta, Miami and Houston. Las Vegas has seen a 30% increase in average apartment rent, while cities like New York, San Francisco, Los Angeles, and Denver are cooling off.

Marketing 148

Marketing Data Visualization Finance Education 148

Roy Madden

MARCH 22, 2022

Let’s take a look at an AI Feed designed to gather intelligence about cyber attacks in the finance industry: Track cyber attacks around the finance industry ‘Cyber Attacks’ is an AI Model that tracks instances of cyber attacks and tries to determine who or what the target of the attack is.

Reporting Tools 52

Reporting Tools Data Visualization Research Software Finance 52

The Product Coalition

MAY 7, 2023

Weighting the speech recognition advantages and disadvantages Top speech recognition advantages in common fields Finance — Revolutionizing voice for the financial sector In the finance industry, automatic speech recognition is utilized for applications such as call center agent assistance and trade floor transcripts.

Technical Review 106

Technical Review Technology Telecommunications Data Visualization 106