The Customer Wins Secrets to Scaling SaaS Businesses With Patrick Hannon
Patrick Hannon is the Vice President of SaaS Commercialization at Fidelity Labs, where he develops and implements go-to-market strategies for innovative financial technology solutions. With over 12 years in the WealthTech industry, he has held significant roles at companies such as Nitrogen (formerly Riskalyze) and Advicent (now part of InvestCloud), gaining deep expertise in enterprise wealth management. Patrick is recognized for his commitment to mentorship, actively guiding young professionals in their career development. He is also a thought leader, focusing on integrating technology into financial planning and compliance to enhance advisor workflows and client experiences.
In this episode…Navigating innovation in the financial services industry can feel like a tightrope walk — balancing compliance, customer trust, and speed-to-market. Many fintech startups struggle to become enterprise-ready while serving advisors effectively and efficiently. How can emerging technologies gain traction in a highly regulated space while solving real problems for advisors and clients?
Patrick Hannon, a SaaS commercialization expert with over a decade in WealthTech, offers a blueprint for aligning startup agility with enterprise-grade expectations. He shares how leveraging proprietary data and maintaining a customer-centric mindset leads to stronger, more scalable solutions. By melding AI with the power of human relationships in advisor-client interactions, startups can solve compliance, marketing, and operational pain points. Patrick also dives into the importance of giving new talent room to fail safely as a method of cultivating leadership and innovation.
In this episode of The Customer Wins, Rich Walker interviews Patrick Hannon, VP of SaaS Commercialization at Fidelity Labs, about accelerating innovation in financial services. Patrick explores how AI-driven solutions help solve real-world advisor challenges, discusses startup incubation, the value of proprietary data, and balancing speed with regulatory compliance.