It wasn’t that way back that robo-advice was this thrilling new trade that was going to carry automated investing to the lots. In the present day, a lot of that preliminary promise has been realized and all the most important funding corporations have this as a part of their choices. However there’s far more work wanted to be carried out 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 area and it’s attention-grabbing to see how they’ve advanced since launching 13 years in the past. As you can find out, it’s about way over shopper robo-advice as we speak.
On this podcast you’ll be taught:
- What prompted Sarah to maneuver into fintech from the media enterprise.
- What attracted her to Betterment particularly.
- The completely different enterprise traces they’ve as we speak.
- 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 channels they deal with.
- What their clients worth most in relation 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 applications they’ve inside Betterment.
- Her imaginative and prescient for the way forward for Betterment.
Join with Sarah on LinkedIn
Join with Betterment on LinkedIn
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Obtain a PDF transcript of Sarah Levy right here, or Learn the Full-Textual content Model beneath.