

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Building Trust in Personal Finance
01:37 • 16min
Streamlining Expense Management and Workplace Efficiency
17:43 • 3min
Navigating User Shifts in Finance Apps
20:27 • 13min
Navigating User Anxiety Amidst Major Service Shutdown
33:52 • 4min
Scaling Success: Navigating Growth and Challenges
37:30 • 9min
Celebrating Recognition and User Success with Copilot Money
46:29 • 3min