A focused course, tailored for you
The Brokerage Digital Product Manager Roadmap
An integrated brokerage digital product roadmap for Senior Digital Product Managers in 2026: post-Reg-BI sustainment, AI-augmented investor experience, customer-side compliance integration, customer-side observability integration.
Brokerage digital product managers carry the post-Reg-BI investor experience while the AI-augmented investor experience explodes. The course delivers the integrated roadmap.
$199 one-time
Tailored to your situation. Access within 24 hours. 30-day money-back.
Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.
Why this course
Senior Digital Product Managers at US brokerage firms (the firm, Fidelity, Robinhood, ETrade, Interactive Brokers) carry the post-Reg-BI investor experience while the AI-augmented investor experience explodes. The customer-side product organisation pushes for AI-augmented features. The customer-side compliance organisation pushes for post-Reg-BI evidence. The customer-side risk organisation pushes for AI risk management. The default product roadmap reconciles manually before each quarterly product review.
The course delivers the integrated roadmap. The post-Reg-BI sustainment framework. The AI-augmented investor experience framework. The customer-side compliance integration framework. The customer-side observability integration framework. The customer-side governance integration framework. The customer-side workforce integration framework. The customer-side data-platform integration framework. The customer engagement structure. Twelve modules with deliverables. Plus a hand-built playbook for your specific product mix.
The 12 modules
Module 1. The 2026 US brokerage digital landscape
Walkthrough of the 2026 US brokerage digital landscape. The Schwab digital profile. The Fidelity digital profile. The Robinhood digital profile. The ETrade digital profile. The Interactive Brokers digital profile. The competitive landscape across US brokerage digital functions. Plus the integration with the customer's existing programme cadence and the worked example for the customer's typical operating model.
Module 2. Post-Reg-BI sustainment framework
Build the post-Reg-BI sustainment framework. The customer-side disclosure framework. The customer-side conflict-management framework. The customer-side care-obligation framework. The customer-side compliance-and-supervision framework. The integration with the customer's existing Reg BI compliance cadence. Plus the worked example for the customer's first three Reg BI sustainment cycles.
Module 3. AI-augmented investor experience framework
Build the AI-augmented investor experience framework. The AI-augmented investor-onboarding framework. The AI-augmented investor-research framework. The AI-augmented investor-advisory framework. The AI-augmented investor-service framework. The integration with the customer's existing customer-experience cadence. Plus the worked example for the customer's first three AI-augmented use cases.
Module 4. Customer-side compliance integration framework
Build the customer-side compliance integration framework. The customer-side FINRA framework integration. The customer-side SEC framework integration. The customer-side state-regulator framework integration. The customer-side AML framework integration. The customer-side sanctions framework integration. Plus the worked example for the customer's typical multi-framework compliance landscape.
Module 5. Customer-side observability integration framework
Build the customer-side observability integration framework. The customer's existing Datadog integration. The Splunk integration. The Microsoft Sentinel integration. The Dynatrace integration. The New Relic integration. The Prometheus integration. The Grafana integration. The OpenTelemetry integration. Plus the worked example for the customer's typical observability stack.
Module 6. Customer-side governance integration framework
Build the customer-side governance integration framework. The customer-side risk-management committee integration. The customer-side product-committee integration. The customer-side compliance committee integration. The customer-side AI governance committee integration. The integration with the customer's existing board cadence. Plus the worked example for the customer's typical multi-committee governance cadence.
Module 7. Customer-side workforce integration framework
Build the customer-side workforce integration framework. The digital-product-manager role evolution. The digital-product-designer role evolution. The digital-product-engineer role evolution. The customer-side training framework. The customer-side competency-assessment framework. Plus the worked example for the customer's first 12 months of workforce integration. Plus the worked example for the customer's typical operating model under the integrated framework and the reference pattern from peer customer organisations.
Module 8. Customer-side data-platform integration framework
Build the customer-side data-platform integration framework. The customer's existing data-warehouse integration. The customer's existing customer-data-platform integration. The customer's existing portfolio-management platform integration. The customer's existing CRM integration. The integration with the customer's existing data-governance framework. Plus the worked example for the customer's typical data-platform footprint.
Module 9. Customer-side identity-federation integration framework
Build the customer-side identity-federation integration framework. The customer's existing IAM platform integration (Okta, Entra ID, Ping Identity). The SCIM provisioning pattern. The role-based-access pattern. The session-policy pattern. The customer-side audit-trail integration. Plus the worked example for the customer's typical user population.
Module 10. Customer-side customer-experience integration framework
Build the customer-side customer-experience integration framework. The customer-side customer-journey-mapping framework. The customer-side customer-feedback-management framework. The customer-side digital-channel framework. The customer-side contact-centre framework. The integration with the customer's existing customer-experience cadence. Plus the worked example for the customer's typical customer-experience operating model.
Module 11. Customer engagement structure
Build the customer engagement structure. The discovery phase. The diagnostic phase. The transformation phase. The sustainment phase. The renewal conversation. The customer-side programme-governance committee integration. Plus the worked example for a 12-month customer engagement and the pricing framework. Plus the worked example for the customer's typical operating model under the integrated framework and the reference pattern from peer customer organisations.
Module 12. Your 10-week build plan
Week by week. Weeks 1-2: landscape and post-Reg-BI sustainment framework. Weeks 3-4: AI-augmented investor experience framework and customer-side compliance integration framework. Weeks 5-6: customer-side observability integration and customer-side governance integration. Weeks 7-8: workforce, data-platform, IAM. Weeks 9-10: customer-experience integration, customer engagement structure. Deliverable: an integrated brokerage digital product roadmap ready for the next 12-month programme.
How this addresses your situation
Specific modules that map to what you said you are dealing with.
Reg BI sustainment → Module 2.
AI-augmented IX → Module 3.
Customer compliance → Module 4.
Customer observability → Module 5.
Customer governance → Module 6.
Customer workforce → Module 7.
Customer data platform → Module 8.
Customer IAM → Module 9.
Customer experience → Module 10.
Who it is for
For Senior Digital Product Managers at US brokerage firms, principal digital product consultants serving US brokerage firms.
Who this is NOT for. Pure non-brokerage practitioners. Practitioners with no digital product management context.
How it arrives
Text-based course via LMS, plus downloadable templates and worked examples and the hand-built playbook.
Time investment. Roughly 18 hours of reading and 60 to 120 hours of build effort across the 10-week plan.
Why $199 is the right number
External US brokerage digital product roadmap consultants charge from 100,000 to 500,000 USD. 199 USD buys the focused playbook and the implementation document for your specific product mix.
FAQ
Does this cover wealth management digital roadmaps?
Module 1 covers wealth management adjacency.
What about institutional brokerage digital roadmaps?
Module 1 covers institutional adjacency.
Does this cover crypto brokerage digital roadmaps?
Module 1 covers crypto brokerage adjacency.
What is in the implementation playbook for me specifically?
Roadmap tuned to your specific product mix.
30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.
