Liam Pidgeon
Product Owner @Dynamic Planner
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WORK HISTORY
Product Owner @Dynamic Planner
As a Product Owner at Dynamic Planner, I lead the delivery and optimisation of adviser‑ and client‑facing experiences across the Dynamic Planner platform and the Tram mobile app. My focus is on improving digital engagement, strengthening security, and ensuring our tools scale effectively for firms and end clients.Key achievements with measurable impact: • Improved client engagement flows in Tram, delivering enhancements to messaging, onboarding, document handling, and valuations — contributing to increased early‑adopter usage and smoother firm rollouts. • Supported large‑scale deployments, including M&G and MAC Financial, helping accelerate adoption through structured GTM planning, feature walkthroughs, and hypercare coordination. • Reduced operational friction for advisers by refining Fact Find invitations, licence‑controlled features, document workflows, and API‑linked settings, improving clarity and reducing support queries. • Enhanced platform security posture through improvements to 2FA workflows, DocuSign access handling, and targeted remediation of penetration‑test findings. • Strengthened cross‑team delivery velocity, collaborating closely with engineering, QA, design, customer success, and propositions to unlock decisions faster and ensure feature readiness across teams.Impact: Playing a key role in helping Dynamic Planner deliver trusted, scalable, and data‑driven financial advice by shaping intuitive, secure, and adviser‑friendly digital experiences across web and mobile.
SKILLS
ABOUT LIAM PIDGEON
I am a Product Owner driven by a dual passion: crafting seamless customer journeys and engineering lean internal processes. I thrive on collaborating with stakeholders to translate complex business needs into elegant, high-impact solutions.With a deep-rooted background in Scrum and Agile methodologies—including my PSPO (Professional Scrum Product Owner) certification—I have a proven track record of leading cross-functional teams. From refining granular user stories to architecting long-term software roadmaps, I ensure every feature delivered provides genuine value.I pride myself on being an expert communicator. By developing bespoke tools and clear strategic roadmaps, I bridge the gap between technical teams and executive stakeholders, ensuring transparency and alignment at every level of the organisation.
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