The financial services industry has been struggling to give
its customers a delightful experience yet to date those experiences
are still based on a mid-90s thought process around the customer
experience that focuses on making transactions easier to do, less
steps, move convenient.
FinTechs have stepped in to create value by simplifying some
transactions with companies such as Lending Tree lending club,
Venmo and others but value remains minimal.
We believe more value can be created if more thought is given to
value creation for customers beyond the faster, more efficient or
With a proactive finance philosophy driving how we ideate about the
next generation of financial products, we will bring financial advisor
smarts to our product ideas and innovations and will connect more
dots across the customer’s financial life style and events.
This way customers will get a lot more value out of their existing and
future assets and investments and as a result, they will get an
optimized portfolio of services on an ongoing basis while adapting to
their life events.
About Ash Seddeek, bestcash Founder, Ex-Schwab, Deloitte, Cisco, Oracle
Former Brokerage Software Project Manager @ Charles Schwab; Former Senior Consultant @ Deloitte, Oracle, Cisco
Serial entrepreneur and accomplished professional with more than 20 years of account management business management, and strategic sales
Experienced investor and advisor to early stage companies in the areas of sales, marketing and talent acquisition
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