AI Fintech Product Management
Financial Reasoning
Finance Workflow
Data Signals
AI Decision Support
Model Evaluation
Product Strategy
Agentic Workflows
Risk Signals
Decision Intelligence
About
Product judgment for complex financial systems.
Laurie is a product manager with 10+ years of experience across fintech, financial services, payments, institutional banking, and data products. She focuses on translating complex financial workflows, data signals, and domain expertise into scalable products that help teams make faster and more reliable business decisions.
Her current career direction is at the intersection of AI product management, finance workflows, agentic systems, and data strategy.
Capabilities
Where product strategy meets financial infrastructure.
AI Product Management
GenAI workflows
Agentic product design
RAG and evaluation thinking
AI adoption and enablement
Financial Workflows
Payments and financial services
Institutional banking workflows
Risk and performance signals
Decision-support use cases
Data Products
Data strategy
Metrics and dashboards
Analytics platforms
Product adoption and insights
Product Leadership
Roadmap ownership
Cross-functional execution
Stakeholder alignment
Go-to-market and enablement
Selected Work
Applied product work across data, GenAI, and finance agents.
Financial Data Intelligence Platform
Led roadmap and data strategy for an internal analytics product that translated complex transaction, performance, and risk signals into decision-ready insights for commercial financial services teams.
Financial Services
Analytics
Product Strategy
Data Product
AI-Enabled Decision-Support Workflow
Defined product requirements, retrieval workflows, evaluation criteria, and pilot feedback loops for an AI assistant designed to help financial services users synthesize documents, surface alerts, and prepare analysis.
RAG
Decision Support
Workflow Design
GenAI
Finance Agent Workflow Simulator
A portfolio project designing a simulated data-room-to-investment-memo environment for finance AI agents.
Finance
Evaluation
Product Strategy
Agentic AI
Featured Project
Finance Agent Workflow Simulator for Investment Diligence
A simulated finance-agent environment that models a data-room-to-investment-memo workflow. The project is designed to test whether AI agents can retrieve evidence, perform financial calculations, identify risks, cite sources, and produce decision-ready investment outputs.
Data Room
Financial Analysis
Risk Review
Investment Memo
Evaluation Scorecard
Simulated Data Room
Synthetic financial statements, customer cohort data, management commentary, market comps, and risk documents.
Agent Task Taxonomy
Tasks covering information extraction, financial analysis, diligence Q&A, forecast updates, and investment memo generation.
Evaluation Rubric
Scoring criteria for calculation accuracy, source grounding, completeness, judgment quality, risk identification, and hallucination control.
Product Roadmap
MVP task pack, prototype workflow, synthetic data expansion, and future benchmark design.
Experience Themes
A decade of building at the intersection of finance and data.
Financial Services Domain Depth
Experience across payments, institutional banking, financial workflows, client-facing analytics, and regulated product environments.
AI and Data Product Execution
Built and shaped data products, AI-enabled workflows, analytics capabilities, and decision-support experiences from ambiguity to adoption.
Cross-Functional Product Leadership
Partnered with engineering, data science, business, compliance, sales, and leadership teams to define roadmaps, make trade-offs, and deliver outcomes.
Strategy to Adoption
Connected product strategy with user enablement, operating workflows, feedback loops, and measurable adoption.
Background & Resume
Built across leading institutions in finance, product, and strategy.
Full resume available upon request.
Contact
Interested in AI product, fintech, or finance-agent opportunities? Let’s connect.
© 2026 Yue “Laurie” Bi. Built for AI-forward fintech product leadership.