Stash

Financial Planning and Analysis

• Conduct virtual sessions with Stash customers, offering clear and actionable financial guidance tailored to their goals
• Review customer profiles, history, and AI-driven Money Coach insights to personalize each conversation in real time
• Leverage cutting-edge AI technology to enhance the quality of advice, streamline preparation, and make customer interactions more impactful
• Provide education and recommendations without creating full financial plans or extensive follow-up work
• Capture key session highlights using AI-powered transcription tools for future customer interactions
• Maintain professionalism and ensure advice is consistent with Stash’s educational philosophy and regulatory requirements
• Engage with prospective customers from Stash’s existing base of over 1 million, helping them understand the value of personalized financial guidance and encouraging them to book sessions
• Partner with Stash’s internal team to provide feedback and help refine and scale this premium service

Financial Coach

• Offer actionable recommendations without creating formal financial plans or providing follow-up work beyond the session
• Maintain professionalism and ensure advice is consistent with Stash’s educational approach and regulatory requirements
• Engage with prospective clients from Stash’s existing base of over 1 million customers, helping them understand the value of personalized financial guidance and encouraging them to book advisory sessions
• Conduct virtual 30-minute sessions with customers, providing education and personalized guidance based on their goals and financial situation
• Review customer profiles, history, and AI Money Coach insights prior to each session to ensure discussions are relevant and valuable
• Use AI-powered recording and transcription tools to capture session content, with transcripts fed into Stash’s AI Money Coach, and add brief highlights or key action points for future reference
• Work with Stash’s internal team to provide feedback that will help refine the service during the pilot phase

Financial Coach

Financial Advisor