2017 - today: Software Development Life Cycle processes

Place of Works: Hamburg

Role: Product Manager

Customer: Netfonds AG

Tasks:

Focus on aligning product strategy and delivery for finfire's checkout journeys and investment advisory technology, with an emphasis on high-scale initiatives. Manage and execute Netfonds finfire product vision to develop best-in-class financial advisor capabilities.

• Lead the Product Delivery Life Cycle and Software Development Life Cycle processes, managing product roadmaps, requirements, specifications, and release documentation.
• Act as a key resource for internal teams and external clients (private bankers, IFAs), providing guidance on platform capabilities to meet their business needs.
• Stay ahead of industry, market, and technology trends to identify opportunities and enhance offerings on the Netfonds finfire platform.
• Utilize a metrics-driven approach to track product usage and gather feedback, continuously refining the product strategy based on data insights.

finfire Platform Vision and Foundational Development

• Establish a clear vision for the platform, ensuring alignment with user needs and business objectives from the outset.
• Developed the initial vision and created foundational wireframes using established UX patterns to solve common interface challenges in the investment sphere and enhance usability.
• Engaged with stakeholders and users to communicate the vision, gather feedback, and collaboratively shape the product direction.

Outcome:

• Achieved rapid platform adoption, with over 5,000 independent financial advisors (IFAs) and 300,000 private investors actively using the platform.
• The platform now manages over ?26 billion in assets under administration, reflecting a significant market impact and operational scalability

Development of Investment Advisor Technology for German Private Investors

• Develop a compliant investment advisory technology tailored for independent financial advisors (IFAs) and private bankers to serve German private investors.
• Led the creation and implementation of a regulatory-compliant, yet streamlined advisory process. Integrated the platform with 12 different custodian banks to ensure a seamless and compliant experience for both advisors and investors. (ESMA, MiFID II)

Outcome:

• Achieved strong user adoption due to the lightweight, user-friendly design.
• The solution ensured full legal compliance while providing a scalable, efficient platform for investment advisory across multiple financial institutions.

Additional Initiatives

• Content Integration and Conversational AI Search for finfire
• Concept and Development of finfire Form Assistant Tool
• Investment Checkout Journey for Wealth Management Strategies
• Comprehensive Wealth Overview
• Compliant Customer Onboarding Journey (KYC, AML)