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Joshua Jimenez

Business Development
Moneymap
Member since
08 Jul 2022
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Oakland
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Followed by John Sims, Martha Boyle and 5 others you follow

Bio

Connect with me here: https://www.linkedin.com/in/joshuajimenez3/
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Learn more about Moneymap: https://moneymap.io/

Experience

Business Development
Moneymap
To Present
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Latest opinions

Joshua Jimenez

Lean into these three sales growth strategies

Everything is moving online. Here are three key sales growth strategies (thanks Mary Shea @ Outreach!) that I gathered at a recent tech conference in the Bay Area: Locate and focus your efforts around a generational shift, in your industry or in society at large. “The confluence of macro forces driving change at an extraordinary magnitude and...

20 December 2022 Banking Strategy, Digital and Transformation

Joshua Jimenez

Robots or Humans for Financial Advice: which do consumers prefer?

Financial Technology aims to provide convenience and innovation. Financial advice aims to provide convenience and empathy. In a study conducted by Vanguard Research on the perceived value of human and digital advice, the glaring theme found in the research is that clients believe that there are uses for digital automation in order to provide conv...

30 August 2022 Banking Strategy, Digital and Transformation

Joshua Jimenez

3 reasons Neobanks will add scalable human financial advice to drive growth

Digital convenience doesn’t drive differentiation and loyalty. As neobanks have exploded in popularity in recent years and the technology infrastructure to support new entrants has only gotten better, it’s getting increasingly difficult to stand out. More than that, though, neobanks are struggling to engage and activate accounts. The onboarding pro...

23 August 2022 Fintech

Joshua writes about

  • people
  • retail banking
  • start ups
  • predictions

Joshua's opinion archive

  • 2022 (2)
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