GET READY! with Tony Steuer: E7 – Using Innovative Technology To Empower Financial Preparedness

Every interaction is a learning opportunity. Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve.” Roshni Chowdhry

Financial literacy is the first step, you then need to take action, and to be intentional.” Zach Blumenfeld

In this episode of GET READY!, I spoke with Roshni Chowdhry (Head of Customer Experience) and Zach Blumenfeld (Director of Sales) of about Cookie Jar’s innovative savings solution. We discussed how Cookie Jar integrates technology along with how innovative technology is changing the financial services community. Roshni and Zach also shared their thoughts on the future impact of technology on financial preparedness.



Connect with: Roshni Chowdhry and Zach Blumenfeld:
LinkedIn – Roshni Chowdhry (here) and Zach Blumenfeld (here)
Website –

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About Tony Steuer

I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry.

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