The Tech Blog Writer Podcast - Inspired Tech Startup Stories & Interviews With Tech Leaders, Entrepreneurs And Innovators

2870: The AI Assistant Helping You Manage Your Finances More Efficiently

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Sinopsis

Are you tired of feeling disconnected from your financial life? In today's episode, we dive deep into personal finance management with Sam Taylor, VP of Technology at Cleo, the AI assistant making waves in the financial sector. Sam brings a decade of experience leveraging AI and ML to enhance and personalize user experiences, especially economically. Founded out of frustration with traditional banking systems and the growing disparity in financial wellness, Cleo was designed to combat the increasing stress money issues bring into people's lives. With a clear vision of empowering individuals to manage and thrive beyond their next paycheck, Cleo utilizes AI to provide insightful, humorous, and highly personalized financial guidance. Sam discusses how this approach has helped over 7 million users stay on top of their finances and improve their relationship with money significantly. In this discussion, we explore the origins of Cleo, from its foundational beliefs to its rapid growth, including a recent $80 millio