BFSI Product Strategy Discovery Call

This 45-minute Discovery Call is built for professionals and founders who want to understand how BFSI and fintech products actually work — from flow to architecture to business logic.

Participants will be given the option at the start of the session to select any ONE of the topics below or opt for a customized discussion on a BFSI-related theme. Session notes will be provided afterward.

1. APIs for Non-Technical Professionals

• What is an API (explained using banking examples)
• API Docs Walkthrough (CRUD Operations)
• How APIs enable digital products
• Role of webhooks and how they work in the banking industry(Practical Usecases)
• Tools for testing APIs without coding (Postman basics)

Outcome: Build technical fluency without being a developer — learn how to interpret APIs in the BFSI context.

2. Product Testing & Quality Flows (Manual Testing for Quality Assurance)

• Fundamentals of Manual Testing using BFSI product examples
• Sample Test Case design
• Live Product Simulation — what to check and validate
• Checklist for Functional, GUI, and Integration validation

Outcome: Understand how real BFSI digital products are validated before release — ideal for testers or product managers seeking stronger QA knowledge.

3. Fintech Business Models & Bank Partnerships

• Bank–Fintech Collaborations
• Embedded Finance Models
• Overview of Fintech Business Models, "Examples."

Outcome: Learn how fintechs design and scale their business models through strategic partnerships and embedded finance structures within the BFSI ecosystem.

4. Payment Infrastructure

• Fund Transfer Systems: NEFT, RTGS, IMPS, NACH, BBPS, and UPI — functional differences and end-to-end flow (system design perspective)
• Payment Gateway (PG) vs Payment Aggregator (PA) vs Payment Orchestrator (PO) vs BAPA — detailed comparison and ecosystem roles

Outcome: Understand the architecture and transaction flow across India’s payment systems and how different players (PG, PA, PO, BAPA) enable secure, scalable payment processing.

If you’d like to clarify any topic beforehand, use the Priority DM option. You’ll receive a 10% discount when you book a Discovery Call afterward.