The Fintech Scaling Show

Episode 106: Why Embedding Education as a Service in Your Fintech is Vital with Meredith Odgers

March 28, 2022

Here’s what we talked about:

What does being financially literate mean?

It is having the knowledge and confidence to efficiently and effectively manage, save, and invest money for you and your family.

And this can include everything from getting out of debt to budgeting to investing in insurance, real estate, and college to paying taxes to retirement and estate planning.

We all have different levels of financial literacy and lack of knowledge often leads us down an unclear path to get the know-how.

In general, we don't just login to our high street account to get an understanding of crypto.

But what if we could?

Welcome to today's podcast where I sat down and had a brilliant conversation with Meredith Odgers, Founder of BambooWorx, regarding why embedding education as a service in your fintech is vital.

Join us as we look at both the B2B and B2C opportunities when it comes to financial literacy.

Find out, amongst other things, what the likes of GoHenry, Coinbase, and SwissBorg, Murex are doing to educate their customers (and users) and how this same approach can be taken into the high street.

In this insightful episode, we also touch on why B2B providers should invest in their know-how (IP) in parallel to building their product.


Episode Highlights:


  • What exceptional customer service looks like now
  •  How to accelerate customer adoption
  • Why taking the responsibility for financial literacy should be part of your purpose


Episode Resources

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