16min chapter

"Turpentine Finance" with Sasha Orloff | Startup Finance, Leadership, CFO Strategy cover image

E31: When 3.6 Million Users Need a New Home with Copilot Money's Andrés Ugarte

"Turpentine Finance" with Sasha Orloff | Startup Finance, Leadership, CFO Strategy

CHAPTER

Building Trust in Personal Finance

This chapter recounts the founder's journey of creating Copilot Money, sparked by the shutdown of Mint.com and the need for better financial tools. It discusses the importance of user experience, reliable data access, and aligning business incentives with user interests to build trust. The conversation highlights strategies for distinguishing Copilot in a saturated market by prioritizing quality and user feedback over traditional banking practices.

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