התחל במצב לא מקוון עם האפליקציה Player FM !
Enabling Small Businesses with Local Financial Institutions from AutoBooks CMO, Derik Sutton - Episode 22
Manage episode 341661438 series 2863670
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
74 פרקים
Manage episode 341661438 series 2863670
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
74 פרקים
כל הפרקים
×ברוכים הבאים אל Player FM!
Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.