Bambu: How a Robo-Advisory Platform For Financial Institutions Generated B2B Traction – with Ned Phillips [EP#7]

Undoubtedly, personal financial planning is at the core of all significant financial achievements we have in our lives. Considering that our biggest financial goals are achieved only through the right balance between long-term and short-term spending decisions, it is important to have a good discipline to achieve them.

Bambu developed a digital solution that provides financial institutions a way to help their customers to have that discipline. Through a robo-advisory platform, it gathers information about each customer’s financial goals as well as their spending habits to provide them a clear way to monitor their level of achievement and to suggest ways of improving their saving decisions.

In this episode, Ned Phillips—Bambu co-founder—tells me his startup’s journey from the initial idea to the traction stage. 

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