It wasn’t that way back that robo-advice was this thrilling new business that was going to deliver automated investing to the plenty. At the moment, a lot of that preliminary promise has been realized and all the foremost funding companies have this as a part of their choices. However there’s way more work wanted to be completed right here.
My subsequent visitor on the Fintech One-on-One podcast is Sarah Levy, the CEO of Betterment. Betterment was one of many pioneers within the house and it’s attention-grabbing to see how they’ve advanced since launching 13 years in the past. As you’ll find out, it’s about way over shopper robo-advice immediately.
On this podcast you’ll study:
What prompted Sarah to maneuver into fintech from the media enterprise.
What attracted her to Betterment particularly.
The completely different enterprise strains they’ve immediately.
How the narrative has modified since their early days.
Particulars of their Money Reserve account that pays 5.25%.
How the banking disaster in March impacted their enterprise.
Their typical buyer and goal demographic.
Why Sarah championed their business-to-business choices.
The 4 completely different advertising and marketing channels they give attention to.
What their prospects worth most with regards to funding decisions.
Why they determined so as to add crypto to their choices.
Sarah’s views on the shortage of women-run fintech firms.
What we are able to do to create adjustments on the prime.
The variety packages they’ve inside Betterment.
Her imaginative and prescient for the way forward for Betterment.
Join with Sarah on LinkedInConnect with Betterment on LinkedIn
Join with Fintech One-on-One:
Obtain a PDF transcript of Sarah Levy right here, or Learn the Full-Textual content Model under.
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