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תוכן מסופק על ידי DD3, Media and DD3. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי DD3, Media and DD3 או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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Enabling Small Businesses with Local Financial Institutions from AutoBooks CMO, Derik Sutton - Episode 22

49:22
 
שתפו
 

Manage episode 341661438 series 2863670
תוכן מסופק על ידי DD3, Media and DD3. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי DD3, Media and DD3 או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Episode Overview

Derik Sutton is the CMO of the embedded payments and invoicing for financial institutions company, AutoBooks.

He shares the importance of solving customer problems when building a product or service and what it means to be the Mustard on a financial sandwich.

Three things in this episode that we dive into.

1️⃣ Being okay with not being the entire sandwich

2️⃣ The importance of customer empathy

3️⃣ How segmentation of customers holds small Financial institutions back

Links

Autobooks

Website: www.autobooks.co

Linkedin: https://www.linkedin.com/company/autobooks-co

Twitter: @autobooks_

Derik Sutton

Linkedin: https://www.linkedin.com/in/deriksutton

Twitter: @deriksutton

Watch On Youtube

Time Stamps

[00:00:00] Intro

[00:02:03] Falling into Fintech

[00:03:43] Crux of the Product Experience

[00:07:24] The Path to Autobooks

[00:09:29] CashFlow is KIng, Especially in Small Businesses

[00:10:44] Journey to Enabling Small Businesses through their Local Financial Institutions

[00:14:07] The first 100 Customers

[00:14:46] Partnerships drive Mass Enablement

[00:18:30] Is it too late for Local Banks and Credit Unions to catch up with innovations

[00:20:54] Why FIs should offer embedded invoicing and payment acceptance

[00:22:58] How financial institutions can retain customers

[00:26:37] Competing with Headless banking

[00:31:53] Starting a business is easier than ever

[00:39:21] The Key advice to succeed with small business banking

[00:43:37] Closing thoughts

[00:43:49] Happy being the mustard on the FI sandwich

[00:45:07] Lean into Marketing

[00:45:39] Contact AutoBooks

Support is provided by Solvpath, an A.I.-driven customer support system that uses a visual format and self-serve technology to quickly and effectively resolve issues, resulting in satisfying support experiences for customers.

Get the best customer support system for your business. Get Solvpath. Get started by visiting www.getsolvpath.com

#fintech #smallbusiness #smallbusinessobsessed #smallbusinessbanking #digitalbanking #innovation #banks #creditunions #bankingindustry #bankinnovation #embeddedfintech #bannodigitaltoolkit #integration #API #cmo #commerce #podcast #podcastinterview #technology #future #podcast #youtube #spotify #diamondd3media #youtube #applepodcasts #payments #data #googlepodcasts #financialinstitutions #business #smallbusiness #success #experience #tech #media #cloudbased #invoicing #embeddedpayments #SAAS #software #embeddedfinance #finance #startup #financialservices
  continue reading

74 פרקים

Artwork
iconשתפו
 
Manage episode 341661438 series 2863670
תוכן מסופק על ידי DD3, Media and DD3. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי DD3, Media and DD3 או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Episode Overview

Derik Sutton is the CMO of the embedded payments and invoicing for financial institutions company, AutoBooks.

He shares the importance of solving customer problems when building a product or service and what it means to be the Mustard on a financial sandwich.

Three things in this episode that we dive into.

1️⃣ Being okay with not being the entire sandwich

2️⃣ The importance of customer empathy

3️⃣ How segmentation of customers holds small Financial institutions back

Links

Autobooks

Website: www.autobooks.co

Linkedin: https://www.linkedin.com/company/autobooks-co

Twitter: @autobooks_

Derik Sutton

Linkedin: https://www.linkedin.com/in/deriksutton

Twitter: @deriksutton

Watch On Youtube

Time Stamps

[00:00:00] Intro

[00:02:03] Falling into Fintech

[00:03:43] Crux of the Product Experience

[00:07:24] The Path to Autobooks

[00:09:29] CashFlow is KIng, Especially in Small Businesses

[00:10:44] Journey to Enabling Small Businesses through their Local Financial Institutions

[00:14:07] The first 100 Customers

[00:14:46] Partnerships drive Mass Enablement

[00:18:30] Is it too late for Local Banks and Credit Unions to catch up with innovations

[00:20:54] Why FIs should offer embedded invoicing and payment acceptance

[00:22:58] How financial institutions can retain customers

[00:26:37] Competing with Headless banking

[00:31:53] Starting a business is easier than ever

[00:39:21] The Key advice to succeed with small business banking

[00:43:37] Closing thoughts

[00:43:49] Happy being the mustard on the FI sandwich

[00:45:07] Lean into Marketing

[00:45:39] Contact AutoBooks

Support is provided by Solvpath, an A.I.-driven customer support system that uses a visual format and self-serve technology to quickly and effectively resolve issues, resulting in satisfying support experiences for customers.

Get the best customer support system for your business. Get Solvpath. Get started by visiting www.getsolvpath.com

#fintech #smallbusiness #smallbusinessobsessed #smallbusinessbanking #digitalbanking #innovation #banks #creditunions #bankingindustry #bankinnovation #embeddedfintech #bannodigitaltoolkit #integration #API #cmo #commerce #podcast #podcastinterview #technology #future #podcast #youtube #spotify #diamondd3media #youtube #applepodcasts #payments #data #googlepodcasts #financialinstitutions #business #smallbusiness #success #experience #tech #media #cloudbased #invoicing #embeddedpayments #SAAS #software #embeddedfinance #finance #startup #financialservices
  continue reading

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