Who it's for
Designed around these roles
Product, operations, technology and strategy leaders in banking, fintech, payments, data platforms and regulated digital services.
Purpose
Connect the financial-service proposition to its platform and operating model.
Explore how customer needs, data capabilities and partner relationships shape a digital financial service. Make the product choices and operating dependencies explicit before advancing a proposition.
- Best for
- Product, operations, technology and strategy leaders in banking, fintech, payments, data platforms and regulated digital services.
- Planned outputs
- 3 draft outputs for your team to review
- Topics
- 6 topics of learning and practice
- Formats
- Online, Onsite, Hybrid
- Engagement
- Standalone workshop or a module in a wider engagement
At a glance
Why teams take this workshop
Challenges this workshop addresses
Product ambition disconnected from platform capability
Data and partnership dependencies left implicit
Strategy without a clear validation sequence
How the workshop works
From your challenge to working material
Follow how the topics build towards each planned output. Select a stage or a topic to step through it.
Learning outcomes
What your team leaves with
The outputs below are proposed workshop deliverables: drafts and working tools for your team to review and develop. Final scope is agreed before an engagement. Business results depend on subsequent decisions, implementation and context.
- Output 1A draft customer proposition and product-strategy brief.
- Output 2A map of platform, data and partner dependencies.
- Output 3A phased validation roadmap with decision owners and review questions.
Workshop outline
Topics and the outputs they feed
The outline below shows the learning scope. Sequence, depth and timing are agreed during scoping.
| Session | Topic | Builds towards |
|---|---|---|
| 01 | Customer needs and digital financial-service propositions | A draft customer proposition and product-strategy brief. |
| 02 | Product strategy and platform business models | A draft customer proposition and product-strategy brief. |
| 03 | Data value, permissions and stewardship questions | A map of platform, data and partner dependencies. |
| 04 | Partnerships, ecosystems and service dependencies | A map of platform, data and partner dependencies. |
| 05 | Operating-model responsibilities and governance interfaces | A phased validation roadmap with decision owners and review questions. |
| 06 | Roadmap choices, validation and product measures | A phased validation roadmap with decision owners and review questions. |
01
- Topic
- Customer needs and digital financial-service propositions
- Builds towards
- A draft customer proposition and product-strategy brief.
02
- Topic
- Product strategy and platform business models
- Builds towards
- A draft customer proposition and product-strategy brief.
03
- Topic
- Data value, permissions and stewardship questions
- Builds towards
- A map of platform, data and partner dependencies.
04
- Topic
- Partnerships, ecosystems and service dependencies
- Builds towards
- A map of platform, data and partner dependencies.
05
- Topic
- Operating-model responsibilities and governance interfaces
- Builds towards
- A phased validation roadmap with decision owners and review questions.
06
- Topic
- Roadmap choices, validation and product measures
- Builds towards
- A phased validation roadmap with decision owners and review questions.
Engagement paths
Two ways to run this workshop
Our team will discuss the proposition, participants and required specialist interfaces before shaping the workshop. Use only public, fictional or authorised cases.
Standalone workshop
Use a sector-focused product-strategy workshop to examine a proposition and the dependencies that need review. It is not legal, regulatory or compliance-certification training.
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