EP 261: Crissi Cole, Penny Finance
Next-gen customer service – connecting with FinovateSpring Best of Show winner Penny Finance on attracting, retaining, and serving members of the digital generation
Detailed Summary:
In this Finovate podcast episode, host Greg interviews Crissi Cole, founder and CEO of Penny Finance, a Best of Show winner at FinovateSpring in San Diego. Cole, a former Goldman Sachs financial advisor, created Penny Finance in 2020 to provide personalized financial planning for everyday Americans. After building a community of 20,000 individual users, Penny pivoted to partnering with community banks and credit…
The skinny
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