Chapter 8

Product Roadmap: From MVP to Market Leadership

Strategic product roadmap for building a core banking platform in three phases over 36 months, from MVP to competitive features to market leadership.

10 min read

The 36-Month Journey

Building a competitive core banking platform is a multi-year journey. This chapter presents a strategic roadmap organized into three phases, each with specific deliverables, target customers, and success criteria.

Roadmap Philosophy

The roadmap follows "land and expand" principles: start with the underserved segment (neobanks, SME lenders), establish reference customers, then expand upmarket to regional and enterprise banks. Each phase builds capabilities that unlock the next customer tier.

Phase 1: MVP Launch (Months 1-12)

Objective

Build a minimum viable platform that can win first customers in the neobank and SME lender segments. Focus on core functionality, not features.

Deliverables

ComponentScopeCompletion Target
Ledger EngineEvent-sourced, ACID-compliant, 10K+ TPSMonth 6
Multi-Tenant ArchitectureRow-level security, 100+ tenantsMonth 5
API LayerCore endpoints, OAuth 2.0, rate limitingMonth 7
Product ConfigurationBasic templates (10+), visual designer MVPMonth 8
Security and CompliancePSD2 SCA, GDPR basics, SOC 2 Type IIMonth 12
Admin ConsoleTenant management, basic monitoringMonth 9

Success Criteria

  • Ledger engine production-ready by Month 6
  • SOC 2 Type II certification by Month 12
  • First paying customer signed by Month 10
  • 3 customers live by Month 14
Phase 1 Investment

Estimated budget: EUR 1.2-1.5M. Team: 12-15 engineers, 2 product managers, 1 designer. Key hires: Lead architect, senior backend engineers, DevOps lead, compliance officer.

Phase 2: Competitive Features (Months 13-24)

Objective

Build differentiated features that establish competitive advantage against Mambu and Skaleet. Expand to growth-stage fintechs and early-adopter regional banks.

Deliverables

ComponentScopeCompletion Target
Real-Time Analytics50+ pre-built dashboards, custom queriesMonth 16
AI/ML Credit DecisioningCredit scoring, fraud detection, explainabilityMonth 18
Integration Marketplace100+ pre-certified connectorsMonth 20
Compliance EngineAutomated reporting, jurisdiction-aware rulesMonth 22
Developer ExperienceSDKs (5 languages), sandbox, CLIMonth 20
Scale Enhancement100K+ TPS, multi-region deploymentMonth 24

Success Criteria

  • 15+ paying customers by Month 24
  • EUR 1.5M+ ARR by Month 24
  • NPS score over 50
  • AI/ML features in production with 3+ customers

Phase 3: Market Leadership (Months 25-36)

Objective

Establish market leadership position with enterprise-grade capabilities that compete with Thought Machine at a fraction of the price. Target regional banks and enterprise customers.

Deliverables

ComponentScopeCompletion Target
Data Monetization LayerAnonymization engine, data marketplace APIsMonth 28
Progressive ModernizationLegacy adapters, shadow mode, gradual migrationMonth 30
Advanced MLChurn prediction, pricing optimization, NLPMonth 32
Enterprise FeaturesSSO, advanced audit, custom SLAsMonth 30
Global ExpansionUK FCA compliance, additional regionsMonth 36
Performance at Scale1M+ TPS, global deploymentMonth 36

Success Criteria

  • 50+ paying customers by Month 36
  • EUR 5M+ ARR by Month 36
  • At least 3 regional bank customers
  • Recognition in analyst reports (Gartner, Forrester)
  • Path to profitability visible
Phase 3 Investment

Estimated budget: EUR 4.0-5.0M. Team expansion to 40-50 total headcount including sales, marketing, and customer success. Key hires: Enterprise sales team, solutions architects, regional compliance experts.

Dependency Map

Key dependencies between roadmap components:

ComponentDepends OnEnables
Ledger Engine-All other components
Multi-TenancyLedger EngineSaaS pricing model
API LayerLedger, Multi-TenancyIntegrations, SDKs
AI/ML EngineLedger, AnalyticsCredit decisioning, fraud
Integration MarketplaceAPI LayerEcosystem partnerships
Progressive ModernizationAll Phase 1-2Enterprise market entry

Build vs. Buy Decisions

Not everything should be built in-house. Strategic build vs. buy decisions:

ComponentRecommendationRationale
Ledger EngineBuildCore differentiator, must own IP
KYC/IdentityBuy/IntegrateCommoditized, regulations change frequently
Payment RailsIntegrateSEPA/SWIFT gateways are standardized
Card ProcessingPartnerRequires processor relationships (Marqeta, etc.)
Fraud DetectionBuild + BuyCore ML in-house, augment with third-party data
Reporting/BIBuild on OSSUse open source (Metabase, Superset) with customization

Technical Debt Management

Rapid development creates technical debt. Plan for it:

  • 20% Rule: Allocate 20% of each sprint to debt reduction
  • Debt Register: Track all shortcuts and their planned resolution
  • Refactoring Sprints: Dedicated sprints every quarter for major refactoring
  • Architecture Reviews: Monthly reviews to catch drift early
Key Takeaways
1

Three phases over 36 months. MVP (months 1-12) establishes viability; Competitive Features (months 13-24) creates differentiation; Market Leadership (months 25-36) enables enterprise expansion.

2

Land and expand strategy. Start with neobanks and SME lenders (lower barriers), build references, then expand upmarket to regional banks where deal sizes are 3-5x larger.

3

Dependencies drive sequencing. Ledger engine is the foundation—everything else depends on it. AI/ML requires analytics foundation. Enterprise features require scale and compliance maturity.

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