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Comments on “True Link Financial Advisors”
Posts » True Link Financial Advisors » Comments » Comment
Kai Stinchcombe@kai_stinchcombe · CEO, True Link Financial
Over our four years processing millions of financial transactions and being the actual form of payment for tens of thousands of customers, we learned a lot about how retirees spend money and where that money was coming from. Once you’re retired, budgeting and investing are tied closely together. Your savings aren't an abstraction for the distant future – the… See more
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Justin Ziccardi@jazic · SF/NYC/DEN. Makes cycleshq.com
@kai_stinchcombe I very much admire how you're addressing a market (retirees) that isn't front and center for much of the tech industry. Congrats! Any insights/findings in how you've shaped the "tech" side of your product to a stereotypically "non-tech" generation?
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Claire McDonnell@claire_mcdonnell
@jazic Great question! Here's one major way: Our service is a hybrid model so every customer has access not just to our technology and investing algorithms but also to a human advisor that implements their plan and is there for them when they need it. We've found this generation wants to use technology, it's just that they want to use it to make humans smart… See more
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Kai Stinchcombe@kai_stinchcombe · CEO, True Link Financial
@jazic We also focused on getting good at phones – a lot of tech companies (and banks actually) push you to do it yourself online with long lines at outsourced call centers. We do it all in house and handle over a million customer support calls a year. You'd never outsource your website or tech stack because you care about it… blows my mind that people would… See more
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Venesha Brooks@venesha_brooks
Great technology @kai_stinchcombe . I really love the concept. Have you ever considered expanding your services with a co-browsing solution? By using co-browsing you will be able to walk through customers' plan and help them meet their retirement goals.
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