Product Talk Tavant Associate Director of Product on Transitioning from Product to Platform-Centric Strategies and Leveraging AI for Enhanced User Experience and Trust
Apr 1, 2026
Sandeep Shivam, Associate Director of Product Management at Tavant with nearly 20 years in lending and financial services, discusses shifting from product-centric to platform-centric strategies. He explores how AI raises customer expectations and accelerates platform adoption. He covers using user research to cut drop-offs, building trust through pilots and disclosure, and keeping humans in the loop for regulation and reliability.
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How Tavant Learned To Build From Users
- Tavant shifted from client-driven builds to user-research-led product development early in its product journey.
- Recording user sessions and using data-driven findings helped Tavant persuade enterprise clients and shape Touchless experience and automation.
Platform First Is Winning In Mortgage
- Financial services are shifting from standalone point products to platform-first strategies to optimize speed, cost, and integration.
- Tavant packages verification services, experience, and automation into a unified touchless platform to enable reuse, vendor swap, and governance for lenders.
Keep Point Products While Building Platforms
- Keep specialized, high-velocity point products while packaging them into platforms rather than replacing them wholesale.
- Rely on vendors like WorkNumber for hard-to-build data while the platform integrates and exposes those capabilities.