Achieving Success with Pragmatic Digital Product Roadmapping in Financial Services
About this episode
Rebecca Rothstein, Director of Digital Banking at OceanFirst Community Bank, shares how she builds and defends a product roadmap inside a community bank where every team is competing for the same limited budget and engineering time. Rothstein walks through how she prioritizes ideas, protects room for quick wins alongside big bets, and keeps stakeholders, including her CEO and board, engaged in the roadmap on a regular cadence. Her core message is that a roadmap only works if the whole team feels ownership of it, and that pragmatism about what you can't do matters as much as ambition about what you can.
In this conversation we dig into what’s actually working, where teams get stuck, and the practical moves leaders can make right now — a candid look at the strategy, the trade-offs, and the human side of building great financial services experiences.
In this episode
- 00:34 A triathlon friend, then a bank job
- 03:11 Tellers as your genius bar
- 06:49 The three-day room where roadmaps get made
- 11:08 The video game that got cancelled at gold master
- 16:43 The FICO score lesson nobody warns you about
