Product Development with Neighborhood Trust's Theo Vaughn

Product Development with Neighborhood Trust's Theo Vaughn

Author: Yodlee October 2, 2025 Duration: 21:29
Our guest on this episode of Data Driven Finance is Theo Vaughn, Director of Product Services at Neighborhood Trust Financial Partners. Prior to his current role, Theo was Chief Experience Officer at Catapult Credit Services and Product Engagement Manager at Agora Data. He is celebrated as someone skilled in the art of cross-collaboration, and product development and management. We explore Theo’s experience guiding products in the finance space, covering such topics as: The approach and philosophy around product directing and product management. Aligning stakeholders around what the best product should be. How do you know what’s “right” for the product? What signals do you take in and take seriously? Scaling technology to match ambitions. What typical organizational needs product directors are finding. Maintaining the balance between human and technological interactions. The challenges product directors tend to face. How connectivity in the financial space leads to product possibilities. The pillars of trust that lead to consumer product adoption and high usage. Is it even possible for product development to keep up with today’s huge and rapid changes?

How do you make sense of the vast streams of financial data shaping our world? Data-Driven Finance: The Financial Intelligence Podcast, presented by Yodlee, sits down with the innovators and analysts who are translating complex information into real-world strategy. This isn't about abstract theories; it's a series of grounded conversations exploring how fintech, open banking, and artificial intelligence are actively transforming how we lend, manage money, and achieve financial wellness. Each episode delves into a specific facet of the data landscape, from the practical applications of banking data to the ethical considerations of AI in finance. You'll hear experts break down the trends that matter, offering clarity on how data-driven decisions are creating more personalized and accessible financial services. Tune in for a clear-eyed look at the tools and ideas building the future of finance. Whether you're in the industry or simply curious about the forces influencing your financial life, this podcast provides the intelligent context you need.
Author: Language: English Episodes: 21

Data-Driven Finance: The Financial Intelligence Podcast
Podcast Episodes
Chris Gifford of USAA Bank on Data and Analytics Strategies [not-audio_url] [/not-audio_url]

Duration: 24:48
Our guest today is Chris Gifford, Chief Data & Analytics Officer at USAA Bank. We talk about data strategies, building with a mobile-first mentality and why people remain at the heart of innovation, covering such topics…
Justin Zeidman of Navy Federal Credit Union on Connected Finance [not-audio_url] [/not-audio_url]

Duration: 17:15
Our guest this episode is Justin Zeidman, VP of Digital Strategy at Navy Federal Credit Union. We talk about how credit unions are approaching and adopting digital transformation and leveraging digital financial data. To…
Bruce Schilder of Accenture on Open Banking Transformations [not-audio_url] [/not-audio_url]

Duration: 16:54
Bruce Schilder, North American Open Banking and Fintech Lead at Accenture. Bruce comes out of Syracuse’s Whitman School of Management, and before Accenture spent time at JPMorgan Chase and Sterling National Bank. We talk…
Dustin De Vincentis of Alumni Services on Digital Transformation [not-audio_url] [/not-audio_url]

Duration: 17:49
In this episode, we talk with Dustin De Vincentis, Global Head of Financial Services at Alumni Services. Dustin comes out of Columbia business school and has spent time at JP Morgan and Morgan Stanley before joining Alum…
Steve Boms of Allon Advocacy on Open Bank Regulation [not-audio_url] [/not-audio_url]

Duration: 21:54
Our guest this episode is Steve Boms, Founder and President at Allon Advocacy and also Executive Director of the Financial Data & Technology Association. Steve comes out of Penn State and has worked at Capital One, the I…
Jose Tagunicar of Stratyfy on AI in Lending [not-audio_url] [/not-audio_url]

Duration: 14:26
Our guest this episode is Jose Tagunicar, Product Strategy, Analytics, and Risk Management at Stratyfy. Jose was previously with FICO and Equifax. We talk about the latest takeaways from the FICO World 2024 gathering in…
David Snitkof of Ocrolus on Lending Data [not-audio_url] [/not-audio_url]

Duration: 26:11
In this episode, we speak with David Snitkof, entrepreneur and SVP of Growth at Ocrolus about bringing lending institutions the data they need to make more efficient and effective assessments of potential borrowers while…
Jean-Paul LaClair of FDX on Open Finance [not-audio_url] [/not-audio_url]

Duration: 15:15
In this episode we talk with Jean-Paul LaClair, Senior Director of Product and Financial Data Exchange about the best ways to pursue open finance through adoption of systems and standards. Jean-Paul came out of Cornell U…
Michael Whitt of ApexEdge on Subscriptions Management [not-audio_url] [/not-audio_url]

Duration: 14:36
In this episode we speak with Michael Whitt, President and Co-founder of ApexEdge, about subscription-based products and services and how financial institutions can offer superior customer experiences related to subscrip…
Farouk Ferchichi on Financial Intelligence and Wellness [not-audio_url] [/not-audio_url]

Duration: 20:07
In the debut episode of our podcast, we speak with Farouk Ferchichi, Group President of Envestnet | Yodlee and Global Head of Envestnet Data & Analytics about his fintech entrepreneurial background and how what he’s lear…