Fintech Product Management Bootcamp 2026

Learn how banks create digital money by lending under a fractional reserve, with central banks as last reserve and deposit insurance, while fintech partners enable innovation.

Explore how fintechs partner with banks to deliver scalable, frictionless payment, lending, and investing services, using modern tech while regulators protect funds and stability.

Explore what fintech is, its evolution, and how fintech apps remove friction by enabling instant payments, quick loans, and accessible banking compared to traditional banks.

Fintech blends financial services with technology to boost accessibility, efficiency, and transparency, reduce costs, and enable new user segments, spanning payments, lending, and infrastructure with Stripe, Adyen, and open banking.

Explore the fintech ecosystem by distinguishing pipes as infrastructure from platforms as user apps, and how APIs, KYC, payments, and fraud checks power seamless experiences.

Compare fintech infrastructure across India, UK, and US, examining pipes as backbone and platforms as the user experience, with UPI, DPI, open banking, and real-time rails like RTP and FedNow.

Explore Stripe's end-to-end fintech stack, from Stripe Atlas onboarding and Stripe Payments to Stripe Checkout, Elements, Terminal, Billing, Invoicing, Connect, Treasury, Issuing, Radar, Tax, Identity, Data Pipeline, and Climate.

Explore the foundations of digital payments, including card payments, pay by bank, buy now pay later, real-time rails like UPI and RTP, and transaction flow from initiation to settlement.

Demystify card payments and bank payments by tracing tokenization, gateways, processors, acquirer and issuing banks, card networks, and settlement, then compare open banking pay by bank flows and fees.

Explore open banking foundations, AIS and PiS workflows, and how consent, scope, and secure APIs enable apps to access balance, transactions, and account details.

Banking as a service provides a ready-made banking kit via APIs, letting fintech apps offer payments, KYC, card issuance, lending, and more while the back end is managed.

Explore Yapily, a popular open-banking payments platform that functions as a bank-agnostic BaaS, connecting UK banks via APIs to enable QR code initiated payments and approvals in user bank apps.

Explore product strategy and its alignment with the product vision, using a vision board, setting product goals, and clarifying customer personas and pain points, plus market understanding and workbook exercises.

Choose a fintech product and describe its name, function, availability, and geography, using Bay flow as a UK digital payment app example for qr payments.

Define the product strategy by understanding market, user needs, and competition; establish a product charter, perform strategic research, and apply discovery, design, development, and product analytics.

Explore the product strategy stack across four pillars—customer, product, company, and competition—using vision, jobs to be done, voice of the customer, journey mapping, swot, and market analysis to align stakeholders.

Explore the fintech product strategy stack: customer, product, company, and competition, to build a UK merchant payment solution with QR code acceptance and strong retention.

Define a product vision that guides strategy, roadmaps, and backlogs by starting with a customer problem and a specific user segment, then align it with company goals.

Craft a fintech product vision with three pillars—users, problems, and solutions—to guide development, centering a secure open banking platform that cuts costs and simplifies bank-to-bank payments for small business owners.

Learn to craft a product vision board with sections for vision statement, target group, needs, product solution, and business goals, including monetization strategies and a grocery delivery example.

Create a product vision board for a fintech payment processor, detailing target merchants, seamless integration, and how the three products—flex pay, merchant tab, and consumer app—address merchant needs.

Outline customer pain points and define personas to set a clear product strategy. Align market insights, goals, and differentiation with a measurable success framework and roadmap.

Outline fitness app problems under resource limits using customer empathy and a jobs-to-be-done framework to define the core problem; highlight consistency, scheduling, personalization, progress, variety, and booking.

Identify and build customer empathy with user personas by detailing demographics, motivations, goals, and frustrations, and by asking targeted questions to map user engagement with your fintech product.

Learn to conduct merchant interviews for fintech app personas, collecting background, operations, payment methods, technology comfort, and cash flow needs to build accurate user personas.

Develop fintech user personas using Figjam or a workbook, highlighting goals, needs, motivations, and frustrations for 3–5 merchants like Liam and Emily.

Define a fintech app user persona—the ideal customer profile—outlining goals, needs, motivations, frustrations, and the apps a small business owner uses.

Explore the customer empathy map to uncover how UK merchants think, feel, see, hear, and do, and identify pain points and gains for instant payments.

Create a merchant empathy map for fintech apps that captures what merchants say, think, see, and feel about payment options, hidden fees, staff training, cash flow, and bank-to-bank transfers.

Explore a customer empathy map—see, think, do, and feel—to uncover merchant pain points and gains in a qr code based payment platform, including fees, speed, and features.

Explore the fintech product journey from awareness to loyalty, mapping touchpoints across onboarding, kyc, conversion, and referrals, to optimize a payment processor's user experience.

Explore a merchant fintech user journey from awareness through loyalty, identifying goals at each touchpoint and applying jobs to be done framework to analyze user needs.

Apply the jobs-to-be-done framework to fintech products by focusing on the experience customers hire a product for, and map functional, social, and emotional jobs with circumstance, motivation, and goal.

Apply the jobs to be done framework to a merchant fintech app by defining key jobs: streamline transactions, instant fund access, and cost-effective banking, with emphasis on security.

Explore market size and market forces, including Tam, Sam, and Som, and Porter's Five Forces, to assess opportunities and competition before launching a product.

Master two market sizing methods—top-down and bottoms-up—to build realistic projections. Emphasize solving user problems at scale and use Porter five forces to assess timing, entrants, substitutes, suppliers, buyers, and rivalry.

Calculate the market size for a fintech app using tam, sam, and som frameworks. Illustrate with data: 60 million people, 6 million business owners, tam £300m, sam £105m, som £26.25m.

Create a business model canvas for a fintech app targeting UK small and medium merchants, outlining customer segments, channels, relationships, value propositions, partners, resources, activities, costs, and revenue streams.

Define clear product goals with the SMART framework and OKR, using concrete examples to distinguish good goals from bad ones.

Define a fintech app goal statement for merchants to accept payment via QR code, boosting efficiency and reducing transaction fees, and measure success by transactions, merchant satisfaction, and adoption rate.

Learn to use the OKR framework to set objectives and key results for fintech apps, guiding product, sales, and marketing goals to boost transaction volume, merchant onboarding, and customer satisfaction.

Define product goals with OKRs to guide planning and motivation. Set two fintech objectives: boost user adoption and satisfaction, and optimize efficiency and scalability.

Identify product differentiators that set your fintech apart, including product, value, and business model differentiators, with examples like quality, design, service, features, customization, and freemium or subscription pricing.

Learn how fintech apps differentiate with instant bank-to-bank transfers via open banking, QR code merchant onboarding, low fees, and bundled merchant services like employee management, invoicing, rewards, and bulk payments.

Define success metrics and KPIs to measure product goals, tracking active subscribers, churn, usage, stickiness, feature usage, and page views with ad clicks under the pirate metric framework.

Explore the AARRR pirate metrics framework, guiding product managers to track awareness, acquisition, activation, engagement, revenue, retention, and referral for growth.

Define the north star metric for a fintech app as transaction processing volume (tpv) and drive growth by onboarding new merchants, boosting engagement, increasing frequency, and improving happiness.

Learn to build a fintech app feature breakdown by defining theme, epic, user stories, and tasks, to secure payments, protect data, and optimize the north star and input metric.

Summarize a five-year vision for speedflow with a product strategy canvas, outline challenges, target conditions, and KPIs, and map the current state toward a leading, secure, cost-effective digital payment platform.

Identify customer needs, map jobs to be done and journeys, analyze market and competition, and craft an actionable product strategy with vision, alignment, and OKR.

Analyze marketing campaign performance to calculate ROI, ROAS, CTR, and conversion rates across email, social media, PPC, affiliate, and influencer campaigns, using impressions, clicks, signups, and purchases to compare campaigns.

Analyze how discounts affect grocery app acquisition and purchases, calculating cost per sign up, cost per purchase, and discount ROI for email, social, PPC, affiliate, and influencer campaigns.

Improve acquisition for a payment platform by optimizing the landing page with trust signals, social proof, and an interactive calculator to show personalized savings and drive sign-ups.

Improve onboarding for PayFlow app by replacing long forms with a four-step wizard using progressive disclosure, endorsed progress, and option-based inputs to reduce friction and build trust with bank-level encryption.

Drive activation by designing a guided onboarding with a stepper checklist in Pay Flow, delivering an aha moment through test and live payments, saving up to 70% on card fees.

Analyze onboarding drop-off and conversion across seven steps in a grocery delivery app, using data-driven insights to optimize account creation, verification, address, payment, browsing, cart, and order.

Compute conversion rate and time to activation for three goals: account creation, add to cart, and first order, and classify users as fast, moderate, or slow activators per seven- and fourteen-day thresholds.

Analyze factors affecting the first order completion rate by examining onboarding, signup and first order dates, app opens, time to first order, and app usage frequency to segment users.

Segment users by activation time in a grocery delivery app, classifying fast, moderate, and slow activators. Analyze acquisition sources and app usage frequency to derive conclusions from a 400-record dataset.

Improve retention for the PayFlow fintech app by adding team invites, integrations (Slack, accounting software, bank feeds), annual plans, and referral incentives to lock in users beyond onboarding.

Analyze retention effects of onboarding features in a grocery app by comparing seven, fourteen, and thirty-day retention across feature exposure, with scenarios for using interactive walkthrough and welcome discount.

Redesign the PayFlow pricing page using anchoring, decoy effects, loss framing, and other psychology-based tactics to boost upgrades across starter, pro, and enterprise plans, highlighting annual savings and paid add-ons.

Master product analytics to make data-driven decisions. Track a Mixpanel dashboard to monitor 60+ metrics, including acquisition, engagement with monthly active users and daily active users, retention, referrals, and growth.

Explore product analytics through an ice cream detective story, tracking orders, unique and repeat customers, toppings, and peak hours to reveal data-driven insights, and test ideas to boost retention.

Track user behavior with product analytics to optimize acquisition, segmentation, feature usage, and retention, using metrics like customer acquisition cost, customer lifetime value, and funnels.

Learn the difference between marketing analytics and product analytics, and how tools like Google Analytics, Mixpanel, Amplitude, and Adobe Analytics illuminate acquisition, engagement, and retention.

Unlock product analytics by collecting and processing data, connecting to a CDP platform like Segment or Fresh Paint, and building, tracking, analyzing, and reporting feature metrics.

Explore Mixpanel events and event properties to map user journeys—from sign up through downloading templates—in product analytics, to inform feature priorities and user cohorts.

Identify how product value drives user engagement by defining value moments and tracking north star metrics, l1 metrics, and l0 metrics across examples like Canva, Netflix, and Uber.

Identify the first value moment for each product by evaluating actions like sign up, following a friend, opening the camera, or browsing the feed.

Identify power, casual, and churn users to measure value moments through qualitative feedback and quantitative data, using cohort analysis and onboarding insights to boost engagement and retention.

Explore how product value is created and measured, identify value moments, and translate them into North Star metrics and L0/L1 metrics along with monetization strategies for B2C and B2B products.

Identify power users, casual users, and churn users to map value moments with quantitative data, using examples like Facebook's value moment of more than seven friends and Canva's download prompt.

Distinguish value moment from value exchange and outline three monetization methods: direct monetization, ads, and data. Cover four business models—transactional, subscription, freemium, and pay as you go.

Master more than 60 product metrics for fintech product management across acquisition, sign-up, engagement, monetization, retention, usage, operations, feedback, and commerce, tracked via Mixpanel and Google Analytics.

Track product metrics to guide feature prioritization and monitor user journeys from acquisition to retention, including reach, activation, engagement, referral, and retention, with CAC, LTV, MRR, DAU/MAU, CSAT, and NPS.

Explore how reach, activation, active usage, engagement, retention, and business-specific metrics apply across fintech, SaaS, retail and e-commerce, and media to measure product impact.

Learn how Google Analytics captures user demographics, acquisition channels, engagement, and retention data using a demo account. Build a foundation for product analytics and prepare for Mixpanel insights.

Learn how product analytics track events, event properties, and profiles, illustrated by a party example showing how actions like drinking, eating, and playing games are recorded with properties.

Explore Mixpanel's events, event properties, and profile properties and see how they drive the e-commerce user journey from sign up to purchase, using demo data.

Explore how mixpanel insight reports reveal trends in time-series data, drill down by events and properties, build reusable metrics, and analyze cohorts of users who viewed products but didn't purchase.

Learn to build and analyze funnels in Mixpanel, track user progression from sign up to purchase, compute conversion rates, and break down by device, region, and browser.

Analyze retention cohorts in Mixpanel to see how many users return after a purchase, and understand flow reports that map signup to checkout and purchase.

Explore how Mixpanel flows reports map user journeys from product views to cart and checkout, and leverage retention cohorts to track weekly purchases after first purchase.

Learn to build a Mixpanel e-commerce KPI dashboard with revenue over time, revenue growth, average order value, and average revenue per user, plus funnels and retention insights.

Learn agile software development and the Scrum framework to adapt to change, deliver customer-centric fintech products faster, and apply tools like Jira, backlog items, and sprints for collaborative delivery.

Learn how agile versus waterfall operate in product management through an apple-cutting analogy, highlighting iterative delivery, quick value, and feedback-driven adjustments.

Master agile software development to deliver value faster through iterative sprints and small, consumable increments, while comparing with waterfall to manage risk and adapt to customer feedback.

Trace the origins of the Agile Manifesto, its four values, and the twelve principles, including customer collaboration, working software, and self-organizing teams.

Master the Scrum framework within agile methodology, including the three accountabilities, five events, and three artifacts, to turn user stories into sprint increments.

Learn product delivery fundamentals, including vision, strategy, roadmaps, backlog refinement, and sprint planning, daily scrum, sprint review, and retrospective, with a product manager, product owner, and scrum master, using Jira.

Develop a go product roadmap with goals and objectives, detailing real-time bank transfers, open banking, low fees, salary reimbursement, and metrics like transaction speed and merchant satisfaction.

Develop an agile roadmap by organizing goals into now, next, and someday, define initiatives and key results, and optimize onboarding and time-to-activation and payment processing through actionable steps and automation.

Explore how a fintech product team conducts a structured brainstorming session to identify, refine, and prioritize features—from salary reimbursement and transparency reports to compliance checks—within a sprint.

Learn to craft a product requirement document that guides a bulk payment link feature for merchants uploading csv data, from problem statement to success metrics.

Discover how Jira supports product management with roadmaps, backlogs, epics, stories, and sprints, plus grooming and documentation workflows, and compare with Excel or Google Sheets.

Learn to create backlog items and sprints in Jira, detailing epics, stories, tasks, and subtasks for login, signup, and product listing with design and acceptance criteria.

Learn how to prioritize stakeholder needs into a Jira roadmap, choosing feature-based or goal-based roadmaps, define goals, OKRs and KPIs, and align epics with product vision.

Explore how epics, user stories, tasks, and increments shape a fintech product, from backlog grooming to sprint planning and defining done, using examples like online ordering, search, and reviews.

Prioritize and refine the product backlog to align sprint goals with backlog grooming, applying prioritization frameworks, estimating effort, and defining done with acceptance criteria and user stories.

Define user goals and craft user stories to enable sign up, login across devices, and online food ordering; plan sprints and backlog grooming to deliver search, cart, tracking, and ratings.

Explore a day in the life of a product manager who also acts as a scrum master, covering two-week sprints, planning, backlog grooming, releases, and cross-functional collaboration.

Master microsoft excel basics for product managers, covering essential formulas (if, sumif), pivot tables, vlookup and hlookup, charts, and a Google Sheets workbook with 20+ exercises.

Explore essential Excel skills, including navigation shortcuts, formulas like sum, vlookup, xlookup, and pivot tables to analyze data and generate insights.

Master pivot tables in Excel and Google Sheets to summarize sales data, compute sums and percentages, apply filters and slicers, and build dashboards covering rows, columns, and Vlookup or Hlookup.

Master vlookup in excel to link datasets via a common key such as SKU, map categories, and analyze data across departments using table arrays, exact matches, and pivot tables.

Learn to build pivot tables from Nike product data, convert dates to weekday and month, use vlookup with absolute references, and analyze promotions, seasonality, and time trends across five products.

Apply Excel to analyze a dataset like Amazon Fresh, sum revenue by category and product, compute country-level sales percentages, and create a pivot table and pivot chart to visualize results.

Explore how to create and compare charts such as line, bar, pie, donut, column, stack, and scatter, including time series trends, using pivot tables, check boxes, and statistical functions.

Learn to visualize monthly sales data in Excel by switching from line to bar charts, adding secondary axes, and comparing actual sales against targets to reveal performance trends.