I'm Stephen Mordue, an AI-native product and technology leader in San Francisco with 15+ years across medical devices, B2B / B2C apps, and consumer electronics. I build AI applications that ship and move margins, and I'd like to do that as your AI Applications product lead for Financial Services.
OpenAI's Financial Services team builds products for diligence, research, client materials, models, and investment analysis across banking, PE, asset and wealth management, and insurance, with a hands-on PM reporting to the GM of Financial Services. [1]
An agent that reads a data room, drafts the diligence memo, and links every claim to a page, with evals built from real reviewer edits.
A repeatable package for PE operating partners: a margin-improvement agent per portfolio company, measured in hours saved and leaks plugged, informed by my current engagement with a PE-backed services company.
Document-heavy workflows (policy, claims, compliance) with review queues and acceptance metrics, built to the privacy and security bar institutions require.
Also: early team at AliveCor (FDA 510(k) files, HIPAA), Stryker Endoscopy, Abbott Diabetes Care, and Micronics; VP of Product at Kenzen; 6 patents; B.S. Mechanical Engineering, University of Washington. I work AI-native every day in Cursor, Claude Code, ChatGPT, Copilot, and Grok.
Meet the leaders who own the outcomes, inventory live AI efforts and data, and agree on 3 measurable target metrics. Ship one working prototype against a real workflow.
Take the top use case to a production pilot with evals, guardrails, and a baseline. Publish a prioritized AI roadmap with build, buy, or partner calls for each capability.
Turn the pilot into a paved road other teams can reuse, report results in dollars and hours, and line up the next two bets with owners and dates.
If this is useful for the Product Manager, Financial Services search or a related AI leadership need, I'd welcome 20 minutes.