Profiles in Risk

GET READY! with Tony Steuer: E7 - Using Innovative Technology To Empower Financial Preparedness

November 09, 2019 Insurance Nerds Episode 7
Profiles in Risk
GET READY! with Tony Steuer: E7 - Using Innovative Technology To Empower Financial Preparedness
Show Notes

"Every interaction is a learning opportunity. Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve." Roshni Chowdhry

"Financial literacy is the first step, you then need to take action, and to be intentional." Zach Blumenfeld

In this episode of GET READY!, I spoke with Roshni Chowdhry (Head of Customer Experience) and Zach Blumenfeld (Director of Sales) of Cookiejarsavings.com about Cookie Jar’s innovative savings solution. We discussed how Cookie Jar integrates technology along with how innovative technology is changing the financial services community. Roshni and Zach also shared their thoughts on the future impact of technology on financial preparedness.

Connect with: Roshni Chowdhry and Zach Blumenfeld:

LinkedIn - Roshni Chowdhry (here) and Zach Blumenfeld (here)
Website - https://www.cookiejarsavings.com

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