Lisa Beattie
Verified Expert in Product Management
Product Manager
Wellington, New Zealand
Toptal member since September 27, 2019
Lisa has over 15 years of experience in product management, leading transformative new product developments and applying the lean methodology in a practical way across risk and regulations, retail and commercial banking, and fintech. From innovative product and service design to operations, business models, and organizational change, Lisa is a versatile and strategic leader.
Project Highlights
Expertise
- Banking & Finance
- Fintech
- Lean Startups
- Open Banking APIs
- Product Management
- Product Strategy
- Value Proposition
- Vision Development
Work Experience
Proposition Lead | New Product Development
Bank of New Zealand
- Researched the problem space with customer interviews and competitor analysis.
- Defined the opportunities and set the product vision.
- Guided the user experience research and design team.
- Set up the (mobile) delivery squad and managed the product roadmap.
- Managed all of the stakeholders including marketing, risk, sales/service, and senior management.
- Established product KPIs and success factor monitoring.
COO | CPO
Lacuna Solutions
- Established the product function and hired a high-performing team of designers, product managers, and BAs.
- Managed all operations and established a continuous improvement program for the data quality hub.
- Represented the product suite to clients at sales presentations.
- Pitched to VCs and supported other funding activities.
- Drove the company roadmap and prioritized initiatives.
- Created the first wireframes while in the bootstrapping phase to represent the product vision to partners, clients, and early team members.
Head of Product - Home Loans
Kiwibank Limited
- Led customer and competitor research to identify unsolved problems and "reimagine" the home financing (mortgage) experience.
- Ran an E2E review of internal operations and a cost and throughput analysis to identify weaknesses and opportunities that saved the bank over $1 million.
- Built an investment case for a fresh approach to home lending that would create long-term loyalty, reduced operational costs, and increased the market share.
- Managed the home loans portfolio—responsible for pricing, retention, growth, and marketing.
- Established and led the first cross-functional "squad" as a test for "new ways of working."
Senior Change Lead
Kiwibank Limited
- Created, from scratch, the first change management framework and toolset for a $100 million IT program.
- Onboarded and coached change managers to use the tools effectively.
- Coached senior management to understand the change framework and ensure effective delivery into their divisions.
Senior Change Lead
RBS
- Initiated and delivered new target operating models for global functions.
- Broke down global siloes to bring together a centralized operational risk function under one global head.
- Authored business cases and gained approval from multiple employment councils across Europe and Asia.
Market Manager — Retail Deposits
Kiwibank Limited
- Delivered $1 billion year-on-year growth through a mixture of product, pricing, promotion, process and placement initiatives, both tactical and strategic.
- Researched customer retention and "moments of truth" to inform new frontline operating and customer contact models, ultimately improving retention at a lower cost to service.
- Developed an NZ-first savings innovation—from conception to implementation—exceeding growth expectations and growing market share.
- Owned the liabilities/deposits portfolio management, post-GFC, and through a period of significant market uncertainty.
- Built the annual business planning and interim forecasting model.
- Set marketing objectives and approved marketing plans and spend.
Business Improvement Lead
Kiwibank Limited
- Launched and led multiple projects, applying six sigma methodology to achieve over $500,000 PA benefits.
Projects
Toyota New Zealand
- Built a model to explain new and used car sales and also impacted the warehouse space requirements for the coming ten years and more.
- Researched innovative technologies and, based on my viability assessment, put together a case for not progressing.
- Built a business case for $7.5-million investment in new warehouse space while working with sales, finance, architects, dealerships, product, and inventory.
- Delivered new reporting capability and streamlined the production of reports to improve efficiency by two FTE.
Project History
Kiwibank Notice Saver
Developed an NZ-first saving product—from conception to implementation—exceeding growth and market share expectations.
Leading a team of 50, I delivered a new product to market within three months that exceeded growth expectations during a time of heated competition for consumer deposits in retail banking.
My role was to develop a market strategy, including pricing, fees, positioning, and marketing spend. I also worked on customer research, product design, and definition while working with the project managers for a fully integrated implementation.
Education
Bachelor's Degree in International Business and Macroeconomics
Massey University - Palmerston North, New Zealand
Certifications
ICAgile Fundamentals
ICAgile
Six Sigma — Black Belt
American Society for Quality
Mastering the Requirements
Softed
Skills
Tools
Jira, Trello, Excel 2010, Microsoft Project
Industry Expertise
Banking & Finance, Automotive
Paradigms
Six Sigma, Design for Six Sigma (DFSS), Scrum, Kanban, Design Thinking
Other
Product Strategy, Product Management, Mobile Banking, Fintech, Customer Research, User Research, Excel Modeling, Waterfall Delivery, Project Management, Product-market Fit, Digital Product Management, Lean Startups, Startup Growth Strategy Development, Business Planning, Strategy, Business Models, Operating Models, Organizational Design, Research Analysis, Market Research, Vision Development, Business Strategy, Pricing Strategy, Value Proposition, Waterfall Methodology, Industry Standards, Open Banking APIs, Web Platforms, Lending, Consumer Banking, Delivery, Product Pricing, Pitch Preparation, Pitch Presentations, New Product Development, Regulatory Affairs
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