"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech cover image

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

"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app