Invent named Jim Zimmerman (ex-Microsoft, ex-Red Hat) as Chief AI Officer (CAIO).
This move shifts Invent from trying AI to owning AI outcomes in wealth-tech: governance, compliance, privacy, and delivery speed.
(Source: PR Newswire)
What Changed—At A Glance
Leadership: Zimmerman now sets AI strategy, policy, and execution for advisor tech.
Focus: Privacy by design, PII control, data residency, and production ML.
Impact: In finance, AI leadership = product leadership. Roadmaps and releases run through AI gates.
Using AI Vs Owning AI
Why PMs Should Care
Roadmaps: Advice and client comms need evals, HITL, and audits pre-GA.
Guardrails: Redaction, residency, and consent tracking become core features.
Platform: OpenShift/Kubernetes roots → standard pipelines and a shared data layer.
If your org is formalizing AI roles, the path in Becoming An AI Product Manager helps you get ready fast, and you can tighten interviews using Mastering Product Discovery Calls.
You can copy this CAIO playbook into your PRD today.
See the copy-paste templates, release gates, and eval metrics below to ship safe AI in 90 days.