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

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

Nov 14, 2024
Andrés Ugarte, founder of Copilot Money and former tech executive at Groupon and Google, discusses the upheaval in personal finance following the shutdown of Mint. He shares his journey from frustrated user to entrepreneur, emphasizing the importance of trust and user experience in a crowded market. The conversation delves into strategies for managing user transitions and expectations amidst significant service changes, as well as the challenges of scaling operations and maintaining customer support during rapid growth.
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