Recently, in the WealthTech industry, the big players have preferred buying to building. The biggest deals capture attention: Bain Capital taking Envestnet private for $4.5 billion, or Vanguard agreeing to buy Altruist for roughly $4 billion — more than double what the company was worth sixteen months earlier. However, looking at the largest acquisitions risks … Continued
For fifteen years, financial professional organizations such as broker-dealers demonstrated a preference towards building their own tech stacks. They hand-picked the best CRM, planning tool, and reporting software, then employed ad-hoc solutions to make the pieces work together. One company named Orion made a different bet. Instead of being one great tool, it would become … Continued
Podcast: Play in new window | Download
The Product Momentum team reached out to Barry O’Reilly, seeking his expertise in helping product leaders rethink how organizations make decisions, innovate, and perform in the age of artificial intelligence. After a quick review of his CV – co-founder of Nobody Studios (a global Top 10 AI venture studio) and author of Artificial Organizations: Build … Continued
Podcast: Play in new window | Download
Ovetta Sampson is a design researcher, AI leader, and founder of Right AI. She previously served as VP of ML and AI Platform Design at Capital One and worked at Google and IDEO. Ovetta brought that experience to the 2026 ITX Product + Design Conference, focusing her keynote on a question that often goes overlooked: … Continued
Podcast: Play in new window | Download
In our current environment of rapidly changing customer needs and expectations, evolving technologies, and unpredictable market swings, the best ideas rarely come from a single leader. Instead, as attendees of the 2026 ITX Product + Design Conference learned, they emerge when product teams collaborate, challenge assumptions, and adapt together. In this episode of Product Momentum, … Continued
Companies are under pressure to move on AI automation tools. Boards are asking about it. Competitors are announcing it. For CEOs and senior leaders of growing companies, the pressure is especially acute: you’re being asked to move as fast as the big players, but without the same resources to absorb mistakes. However, most AI projects … Continued
Podcast: Play in new window | Download
Product teams often struggle to deliver meaningful outcomes. Why? Because they confuse activity with progress. Understanding that challenge is the focus of our chat with David Pereira, recorded in person at the 2026 ITX Product + Design Conference, in Rochester, NY. David is a product management coach, speaker, and author of Untrapping Product Teams: Simplify … Continued
Podcast: Play in new window | Download
For the past 5 years, the ITX Product + Design Conference stands at the top of the company’s calendar. In this Topics in Product Series (TiPS) episode, Product Momentum co-host Sean Murray called the 2-day conference event “my favorite two working days of the year,” complete with workshops, keynotes, spotlight sessions, and live podcast recordings. … Continued
Podcast: Play in new window | Download
Product leaders often measure success in terms of retention, revenue, and growth. In this episode of Product Momentum, Nesrine Changuel explains that the most successful products achieve those outcomes by creating meaningful emotional connections with users. Nesrine’s experience includes leadership roles at Skype, Spotify, Google Meet, and Google Chrome. But these days, she is perhaps … Continued
We recently explored how the unfolding AI era is evolving how companies—especially SaaS companies—can deepen the economic moats protecting their businesses. Our conclusion? That the accountability, guarantees, and trust you provide your customers, the service moat, may be the most important. In the process of exploring these ideas, we found ourselves in a similar conversation focused on the individuals … Continued
