Financial Services Product Portfolio Management

Financial Services Product Management Training

FinTech is the New Financial Services

It’s Redefining the Rules of Customer Engagement!

Ongoing regulations and a slew of high-tech start-ups that aren’t bound by the same rules are making it near impossible for traditional financial services companies to compete, and it’s changing the game.

Delivering innovative new technology solutions will determine the extent to which traditional financial services organizations can compete in this new market, retain existing customers and attract new ones to drive growth.

It’s calling for a new way to manage and market products that requires greater emphasis on the portfolio to improve customer focus, faster time to market, and a superior end-user experience. Product Portfolio Management is the new B2B product management and marketing for financial services.

Choose the training program below that’s best suited to your situation and learn how to do financial services product portfolio management & marketing to accelerate your growth. Don’t need training yet? Check out our Product Management Consulting Services if you need help planning your implementation.

Product Portfolio Management Training That Eliminates Your Biggest Obstacles to Growth!

Product Management Has More Technical Expertise Than Market Expertise

Learn How To Do Basic Product Management & Marketing for B2B

Ideal if...

You're just getting started and/or most of your product managers are technical.
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We’re Marketing & Selling Tactical Products Instead of High-Value Business Solutions

Learn How To Position, Market & Sell Solutions to Decision-Makers

Ideal if...

Your salespeople are engaging too often with users and not enough with decision-makers.
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We Have Too Many Products For Too Many Markets and Too Many Competing Priorities

Learn How To Manage & Market Your Portfolio Strategically for Growth

Ideal if...

Your portfolio has grown and the constantly competing priorities have brought progress to a screeching halt!
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Our Agile Product Teams Haven’t Evolved Beyond Incremental Enhancements

Learn How To Deliver High-Value Solutions in an Agile Environment

Ideal if...

You're good at user stories but not so good at uncovering the next big problem to solve.
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Why Choose Proficientz?

  • Relevance – The Training is All About You
    Your markets. Your products. Your organization. Your Financial Services Product Management Framework.
  • Hands-On, How-To Learning
    The easiest way to learn something is to do it. We teach you “how to” do it!
  • Skills, Not Concepts
    Skills can be used in the real-world. Concepts can’t. We teach skills!
  • B2B Specialization
    Are you building generic products? Then don’t invest in generic product management training. Hire a specialist!

What Clients Say

Our team has started using the Proficientz customer interview guide for a series of customer meetings. The questions opened up a completely different line of conversations that are far more insightful in terms of our planning. Great stuff for sure!
Greg, Director of Product Management
The open ended questions that drive the Proficientz framework really encourage a dialogue with customers that’s really useful in identifying business needs . It really broadened my perspective on the market side of product management.
Veronica, Product Strategy
The reference materials and templates will be invaluable as we go through our implementation.
Omar, Director of Product Management