How can organizations scale product management best practices while staying agile and customer-focused? Join host Jonmichael Moy as Questrade Financial Group CPO Praneil Ladwa explores driving agile product management in financial services. Discover how frameworks like LeSS and SAFe support teams in highly regulated environments, how adopting simpler approaches like Scrum and Kanban can enhance agility, and why collaboration between Product, Marketing, and Tech is essential. Learn how data-driven decision-making shapes successful organizations and how to design for customer needs and desires.

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Show Notes:

  1. Regulation can be a catalyst for innovation, not just a barrier in financial services.
  2. Embed compliance and legal teams early in the product development process.
  3. Agile frameworks should be tailored to your specific organizational context, not blindly copied.
  4. Prioritize outcomes over outputs in product management in financial services.
  5. Develop a data-driven approach, using robust experimentation and continuous feedback loops.
  6. Foster a culture of customer centricity and deep empathy.
  7. Empower product teams to solve significant customer and business problems.
  8. Create a strong product vision and strategy that guides cross-functional teams.
  9. Implement OKRs to drive clear, measurable objectives across the organization.
  10. Build a culture that embraces change and continuous learning.
  11. Redesign performance evaluations to reward innovation and experimentation.
  12. Encourage teams to spend time on innovation and adaptation.
  13. Leverage AI as an opportunity for scaling and efficiency in financial services.
  14. Focus on building trust in new technologies and automated systems.
  15. Break down organizational silos through cross-functional collaboration.
  16. Adopt a risk-based approach to compliance and regulatory requirements.
  17. Implement continuous product discovery alongside development.
  18. Create a safe environment for failing fast and learning quickly.
  19. Develop champions of change throughout the organization.
  20. Stay humble and always be inquisitive about customer needs and market changes.
About the speaker
Praneil Ladwa Questrade Financial Group, Chief Product Officer Member
About the host
Jonmichael Moy AppDirect, Senior Director

Toronto Chapter Head for Products That Count I am a digital product executive with over 20 years of experience in retail, digital media, and e-commerce. I’ve held both strategic and operational leadership roles at Canadian Tire, Torstar, Postmedia, eBay, and PayPal as well as start-ups. I am a servant leader who is humble, self aware, always learning, and excels at collaborating with stakeholders. I am a graduate of Carnegie Mellon University, a father of two, pancreatic cancer awareness advocate, moved to Canada 13 years ago, and grew up in Boston, Massachusetts. I currently sit on the Product Management Program Advisory Council for York University which offers Canada’s first post-secondary product management program.

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