Episode 12:

Episode 12: Copy Trading, Crowdsourced Portfolios, and Financial Creators: How dub is Making Investing Accessible to Everyone

Listen on:

Summary

In this episode of CX Coffee Chat, host Dan Marini speaks with Brett Chereskin, COO of dub, about his journey from military service to the tech industry, the innovative features of dub’s copy trading platform, and the challenges and strategies involved in scaling a startup. Brett shares insights on customer experience, the importance of community in fintech, and how dub aims to democratize investing for everyday Americans.

MAIN TAKEAWAYS:

Brett’s military background shaped his leadership style.
dub offers a unique copy trading platform for users.
Customer experience is prioritized even in early stages.
Scaling requires balancing growth with maintaining culture.
AI is being leveraged to enhance operational efficiency.
User feedback is crucial in shaping product development.
dub targets a younger demographic with innovative features.
Community engagement is key to user retention.
Investing should be accessible and understandable for all.
dub aims to transform the investment landscape for everyday Americans.

Chapters:

00:00 Introduction to dub and Brett’s Background
05:45 The Unique Features of dub
10:59 Brett’s Role and Responsibilities at dub
13:57 Scaling dub: Balancing Growth and Customer Experience
22:05 Understanding Customer Expectations and Future Trends
24:40 Final Thoughts and Advice

Episode 12:

Episode 12: Copy Trading, Crowdsourced Portfolios, and Financial Creators: How dub is Making Investing Accessible to Everyone

Listen on:

Summary

MAIN TAKEAWAYS:

Chapters:

Check out the rest of the episodes!