Learnings from the transition from B2C to B2B in the fintech space focus on what can be carried over and what not. Forming behavioral habits and the challenges of building a sustainable business model while addressing the social determinants of financial health were just a few topics in this fascinating episode I recorded with Erin Papworth.

The complexities of navigating the B2B sales landscape suddenly after selling to individuals.

takeaways

• “The core concept was how can we get people to do something for less than three minutes a day around their finances.”
• The shift from B2C to B2B requires different strategies.
• Internal tools often fail to meet market needs.
• Navigating the complexities of B2B sales is a learning process.

Chapters

06:00 Innovative Approaches to Financial Health

11:48 Engagement Strategies in Fintech

18:12 The Human Connection in Financial Services

24:06 Building a Sustainable Business Model

27:22 Financial Stress and Mental Health Nexus

30:39 Challenges in Internal Tooling for HR

32:31 Pivoting from B2C to B2B Strategies

36:03 Data-Driven Insights for HR

40:56 Navigating the B2B Sales Landscape 

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