A New Era of Proactive Finance Mobile Apps

Presented by

Ash Seddeek

About this talk

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 social transaction. 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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