Helping Financial Services & FinTech Companies Succeed with Software & AI

Product Strategy Expertise Delivered Through Coaching and Consulting

Hi, I’m Sean and for 15+ years I’ve helped companies like yours success with software & AI.

Financial Services & FinTech Companies I’ve Helped

Real Results from People Just Like You
Sean and NxtStep were the exact partners we needed so that we could start bringing value to more clients faster and more cost effectively than we had once thought possible.

Markita Morris-Louis

CEO, Compass Working Capital

Besides the obvious results, it has been a pleasure to work with Sean and his team at NxtStep. They bring so much valuable knowledge and expertise to our team and always share it when necessary so we can not only advance our mission, but further our own education about the process.

George Reuter

Director of Learning & Knowledge Management, Compass Working Capital

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Do You Need An Answer For AI?

Your competition is making waves with AI. Don’t get left behind because you are without an effective AI strategy.

People That I Helped Get Unstuck

Sean has enabled EmployeeCycle to grow at a remarkable rate. We are making big changes and lots of noise in our industry. Much of that is thanks to our time spent working with Sean.

Bruce Marable

Co-Founder & CEO, Employee Cycle

Sean has a great ability to translate between business and tech and that has been invaluable to our success. We come into our meetings with a list of discussion topics, and Sean helps us refine them into a coherent, achievable two week project plan.

Salas Saraiya

Co-Founder & CTO, Employee Cycle

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Is Your Product Development Process a Mess?

Poor communication, missed deadlines, product roadmaps that lack validity are symptoms of an underperforming product development process.

People I Helped With Product Development

Sean was critical in helping CSBS build a strong product function. He helped us build a data-driven product roadmap that delivers a strong ROI for our organization. I’ve taken to referring to him as the ‘product whisperer’.

Jim Cooper

President and CEO,Conference of State Bank Supervisors (CSBS)

Sean was a great help to Exyn and me personally. Our work focused around envisioning and implementing the framework of a high-functioning product development organization. He helped me formalize the mission and provided additional training and mentorship for our product team members, along with practical workshops to help them implement the changes successfully.

Ben Williams

COO, Exyn Technologies

Does Your Product Team Need Help?

Junior and inexperienced product people can benefit from personalized help. Upskill them to accelerate scaling your product company.

People Whose Team I Helped Train

Sean did a great job engaging with our team from the outset. He worked hard to listen and understand our existing procedures, protocols, and personnel in order to help us transition smoothly to a more efficient process without needing to reinvent the wheel. He kept us on track over the course of our engagement with his disciplined approach. Thank you Sean!

Jon Kelly

Founder & CEO, Canary Compliance

Sean provided executive product coaching for our leaders. He helped them figure out how they could perform the most impactful work to drive the organization forward.

Tiffany Fields

Head of People, Exyn Technologies

The Options I Offer
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Product Coaching

I’ll work directly with your product team to upskill them into high-performing product experts.

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Product Consulting

I’ll develop an all-encompassing plan to get your company to where you want to go then help implement it.

Product Strategy That Produces Real Results

Sean helped me understand what it means to be an effective product manager. Through a combination of one-on-one private coaching, self-study resources he regularly recommended and providing support while I implemented new strategies and processes at Repisodic, we’ve been able to significantly develop our product operation and I’ve been able to grow as a product manager. Thank you Sean!

Preeya D’Mello

Product Manager, Repisodic

Sean makes it really easy to understand how your software solves a problem, and the impact of it. We hired Sean to help us navigate the early stages of our software, and the level of clarity we received from our working together is invaluable. Highly recommend him.

Adam Niec

Founder, Rate Tracker

Hi there, I’m Sean.

I’m a software product strategist specializing in helping financial services and fintech companies succeed with software.

I’ve built numerous software products and companies myself.  I know what works and what doesn’t from my 15+ years of experience.

Why Product Strategy

I’ve been in every seat of a software product company from software engineer to CEO. Over 15+ years I’ve learned that every successful software company has a solid product strategy.

I’ve helped companies like The Vanguard Group, Conference of State Bank Supervisors, Compass Working Capital and more develop and execute successfully with a product strategy that produces exceptional results.

I specialize in helping companies anywhere from financial services all the way to fintech B2B SaaS and Artificial Intelligence.

My process typically starts with discovery to map out the shortest path for your B2B SaaS from where you are currently to where you want to go.

Let’s find out if your company could be more successful with my help.  To learn more, schedule a free consultation with me.

Connect with Sean
Improve Your Product Strategy

It has been a pleasure working with Sean and his team at NxtStep. Our products knowledge has increased significantly and the benefits of their work will continue to pay dividends as we continue to grow and scale our product organization.

Rebecca Block

PhD | Sr Director, Innovation & Continuous Improvement, Springboard

Sean opened my eyes to the world of product strategy. We had been making mistakes that were obvious to him, but not us. Once he helped us get back on track, it was full speed ahead.

Mark Surkin

Co-Founder & CEO, Dineable

Are You Ready To Unlock The Power of Product Strategy?

Schedule time to speak with me about the discovery process to help you develop a powerful product strategy.