Podcast appearances and mentions of aditi shekar

Welcome back to the grand finale of What Customers Want, a limited 4-part series from the Fintech Takes podcast, hosted by me and Corey Besaw, President of APAC and co-founder of Ubiquity. In Episode 4, Corey and I are joined by Aditi Shekar and Mike Forsyth at Zeta, a company that's building a "multiplayer" financial experience for families, offering adaptable joint banking. Their mission, in other words? Exceptional customer service. We've added complexity with each episode, but this time we're diving into the juiciest layer of all: how AI, especially generative AI, is reshaping customer experience and where it's headed next. Highlights include: Exploring Zeta's concierge model—a compelling blend of generative AI and human support that dials down customer anxiety. Gone are the frustrating “We're closed until Monday” moments! Here, AI serves not only as a stand-in, but as your savvy financial coach, ready to unravel transaction data and fine-tune your spending strategy. By leveraging generative AI like ChatGPT, fintechs such as Zeta can handle 30-40% of basic inquiries, freeing human agents to tackle more complex issues. But this balancing act brings challenges; compliance and security are crucial in financial services. How do we find the right mix between constant availability and necessary filtering? The pivotal role data infrastructure plays in this equation. While LLMs excel in the “last mile” of communication, they rely on robust systems for accuracy. Given the exorbitant computational costs of snapshotting an insane number data points per customer, how can organizations ensure effective AI deployment? Imagining a future with micro-models that tailor interactions to individual behaviors. Can AI juggle basic requests while knowing when to tap a human agent? Will generative AI step up as your personal financial coach, or will we hit a plateau like the one Tesla faced with its self-driving promises—remember 2015, when they said fully autonomous cars would hit in...two years? In short, early AI models were a chaotic free-for-all, drawing from the wild west of the internet. Now, we're refining that data for smarter models, but AGI remains an open question. What's clear is that with innovations like GPT driving the bus, fintech is poised for explosive growth. In customer support, cutting-edge tech could be the silver bullet that transforms how customers get what they want in financial services. Enjoyed this series? Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page. Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson Follow Corey: LinkedIn: https://www.linkedin.com/in/corey-besaw-8004182/ Follow Aditi: LinkedIn: https://www.linkedin.com/in/aditishekar/ Follow Mike: LinkedIn: https://www.linkedin.com/in/mf11/ Learn more about Ubiquity here: https://www.ubiquity.com/

Happy holidays! The found crew is taking a week off to relax so we are throwing it back to our anniversary episode. To celebrate our anniversary, we welcomed back four founders whose stories really stuck with us since we talked to them. In what Jordan called a “founder smoothie”, we talked with Brie Code from TRU LUV who was on our second episode, Earl Cole from SMART Tire Company who was on the following episode, as well as Aditi Shekar from Zeta, and Jelani Memory from A Kids Company About who joined us a few months later. They talk about perspective shifts they've experienced in the past year, their different takes on fundraising, and how they stay true to their respective core missions. Take our listener survey and let us know a bit about yourself and what you think of FOUND.Connect with us:On TwitterOn InstagramVia email: found@techcrunch.comCall us and leave a voicemail at (510) 936-1618

Happy one year of Found! To celebrate our anniversary, we welcomed back four founders whose stories really stuck with us since we talked to them. In what Jordan called a “founder smoothie”, we talked with Brie Code from TRU LUV who was on our second episode, Earl Cole from SMART Tire Company who was on the following episode, as well as Aditi Shekar from Zeta, and Jelani Memory from A Kids Company About who joined us a few months later. They talk about perspective shifts they've experienced in the past year, their different takes on fundraising, and how they stay true to their respective core missions. Take our listener survey and let us know a bit about yourself and what you think of FOUND.Connect with us:On TwitterOn InstagramVia email: found@techcrunch.comCall us and leave a voicemail at (510) 936-1618

This week we're re-releasing Jordan and Darrell's conversation with Aditi Shekar, the co-founder and CEO of Zeta, a new kind of financial services company that's designed from the ground up for "multiplayer" banking. As the year comes to a close and we look toward 2022, we thought everyone could use inspiration to get new year, new financial habits in order. Plus Aditi's unstoppable tenacity and drive are undeniably inspiring. Take our listener survey and let us know a bit about yourself and what you think of FOUND.Connect with us:On TwitterOn InstagramVia email: found@techcrunch.comCall us and leave a voicemail at (510) 936-1618

This week on So Money and on CNET (live beginning Monday 11/01 at noon ET), we are dedicating coverage to issues surrounding The Cost of Climate Change. Today, we focus on how climate change and extreme weather events are giving some home buyers pause. Our guest is Aditi Shekar, co-founder and CEO of Zeta, a financial services platform supporting families. She explains why she and her husband are planning to leave San Francisco, California for Bozeman, Montana, the climate risk considerations and her advice for other prospective buyers might want to calculate the cost of homeownership in a climate changing world. (Full disclosure: I am an investor in Zeta.) Learn more about your ad choices. Visit podcastchoices.com/adchoices

Aditi Shekar's childhood ambitions included literal world domination, but she ended up as an unstoppable entrepreneur instead. She's the co-founder and CEO of Zeta, a new kind of financial services company that's designed from the ground up for "multiplayer" banking — be it with a spouse, a trusted partner or anyone else. Aditi tells us all about how she's revolutionizing money management thanks to her drive and focus.Links for this episode:ZetaWhat should banking look like for modern couples?Connect with us:On TwitterOn InstagramVia email: found@techcrunch.comCall us and leave a voicemail at (510) 936-1618

Discussing finances with your partner is not an ideal Friday night convo. Saira and Megan sit down with couples budgeting expert and CEO of AskZeta, Aditi Shekar. AskZeta is a platform that offers financial tools to help couples thrive. Saira and Megan speak with Aditi about the best ways to discuss finances with your significant other without making it (too) awkward. Join us as we take a deep dive into the world of personal finance. Feel free to connect with us on Twitter, you can reach Saira, @sairarahman and Megan, @meganpurcell20 Learn more, subscribe to the show, and join Saira and Megan on their no-shame adventure to Financial Freedom at girlsjustwanna.com. Looking forward to hearing from y'all and please don't hesitate to leave us a rating. Leave a voicemail or text us your personal financial questions at (216) 236-5285 Check out Girls Just Wanna Have Funds on YouTube now. All opinions expressed by GJWHF podcast guests are solely their own opinions and do not reflect the opinions of Saira and Megan or Stocktwits. 

Julie sits down for Pt. 3 of the Couple's Finance series with Aditi Shekar, Co-Founder of Zeta to discuss:- what influenced Aditi to create Zeta (2:10)- what Aditi learned from researching couple's finance (5:15)- how Zeta differs from other fintech apps (12:12)- the involvement of Aditi's husband (17:36)- the biggest challenge to building Zeta (19:33)New episodes every Monday and Thursday!For daily updates on the fintech space sent right to your email, subscribe to the FTT Newsletter HERE.For a more in-depth breakdown and analysis of the fintech space, subscribe to the premium newsletter, FTT+, HERE.Follow us on Twitter:FTT - @fintechtoday_Julie - @julieverhage[Theme Song Credit]

We've realized that approaching finances with your significant other doesn't have to be intimidating. After Saira and Megan spoke with Aditi Shekar on how to dive into the conversation about finance with your significant other, the two sat down to walk through the 20 Money Questions from AskZeta. We take a walk down memory lane as the two answer questions 1-11 of the Money Questions on what finances were like when they were growing up and how things have changed since then. Join us as we take a deep dive into the world of personal finance. Feel free to connect with us on Twitter, you can reach Saira, @sairarahman and Megan, @meganpurcell20 Learn more, subscribe to the show, and join Saira and Megan on their no shame adventure to Financial Freedom at girlsjustwanna.com. Looking forward to hearing from y'all and please don't hesitate to leave us a rating. Leave a voicemail or text us your personal financial questions at (216) 236-5285

Discussing finances with your partner is not an ideal Friday night convo. Saira and Megan sit down with couples budgeting expert and CEO of AskZeta, Aditi Shekar. AskZeta is a platform that offers financial tools to help couples thrive. Saira and Megan speak with Aditi about the best ways to discuss finances with your significant other without making it (too) awkward. Join us as we take a deep dive into the world of personal finance. Feel free to connect with us on twitter, you can reach Saira, @sairarahman and Megan, @meganpurcell20 Learn more, subscribe to the show, and join Saira and Megan on their no shame adventure to Financial Freedom at girlsjustwanna.com. Looking forward to hearing from y'all and please don't hesitate to leave us a rating. Leave a voicemail or text us your personal financial questions at (216) 236-5285

On this episode of Startup Foundations, we talk to Aditi Shekar, CEO and founder of Zeta - a modern finance management solution for families and young couples.Aditi discusses how she developed the idea for Zeta and how the app stands out from other financial management tools for couples. Aditi shares some information about her background, what inspired her to get into the personal finance space, and how she validated her startup idea before beginning work on the Zeta app. She also chats about how she decided to work with her co-founder Kevin Hopkins.Zeta took an unconventional approach when first starting out. Instead of building the app first, Aditi built a basic landing page and launched on Product Hunt to capture email addresses from interested users…. without an actual product ready first. By first talking to couples about how they manage their finances, she was able to build a better app when Zeta actually launched. Aditi gives advice for founders who are just getting started and shares valuable insights and takeaways from her experience building Zeta.CREDITS:Host: Greg Miaskiewicz, co-founder of Capbasehttps://twitter.com/miaskiewiczGuest: Aditi Shekarhttps://twitter.com/aditishekarZetahttps://www.askzeta.com/

Love is in the air, and today, no matter your relationship status, you're gonna LOVE our discussion on your relationship with money. How is it? Is it healthy? Growing? Worrying? We'll discuss all of the emotions around money on today's show, featuring a cast of financial media peeps including Paul Ollinger from the Crazy Money podcast; Paula Pant from the Afford Anything podcast; and our very own OG. Plus, just in time for Valentine's Day, there's big news from the financial app for couples called Zeta. The founder of Zeta, Aditi Shekar is back, to share all of the details. If you have a relationship with someone AND you're trying to mix money in any way, you'll want to hear their news. Of course we'll still all have opinions for a lucky listener on today's MagnifyMoney.com call AND we'll battle it out over Doug's Valentine's Day themed trivia question. Enjoy!

This interview features Aditi Shekar of Ask Zeta who's worked with multiple companies going from null to zero all the way to founding and scaling Ask Zeta! We discuss how Ask Zeta got started, Aditi's interesting approach to discovering the couples finance problem space, and how to grow and test a financial product when customer barriers to trial are so much higher as they require more upfront trust. Aditi has a wealth of experience in and out of FinTech and it makes this a great listen, I can wait to hear your feedback. This podcast is brought to you by Dignified a leading agency building digital products for bootstrapped to Fortune 250 companies. If you need help with Business & Product Strategy, Building a product, or Innovation we're here for you: goodday@wearedignified.com or @brandonwaselnuk Our agency Dignified Twitter link @brandonwaselnuk Intro music by our friend Jack H. Litster

Money management for couples is a big deal. Learning and working together to develop a good system for managing money as a couple is essential towards achieving financial and relationship goals. Joining with Kat and Lee Hughes in this episode is Aditi Shekar. She is the CEO and founder of a personal finance app called Zeta that is especially designed for couples.  Passionate about helping couples get financially educated, she talks about her story in starting and building Zeta. Gain insights on the many ways modern couples handle money through Zeta and learn more as she shares tips and strategies  from her personal experiences in handling money in relationships. 

Aditi Shekar is the founder of Zeta. sing a combination of technology and advice, we want to help millions of American couples get ahead of their finances. From planning for your first paycheck to paying for college debt, saving for your first house to prepping for child #1, Zeta’s mission is to help couples get smarter about money and have more successful relationships.

Aditi Shekar wants to overhaul the entire finance industry. In this episode, she shares how Zeta -- her personal finance app built for couples  -- arose out of her surprising personal experiences. You'll learn about the importance of financial communication, money dates, and minimizing information asymmetry. Stay till the end to hear Aditi reveal her astounding approach to diversity and how it inspired an upcoming product that could change the face of finance.

"Speed kills" is a popular phrase, but in business, you already hear that faster = better. But is it? If you make a mistake with your money, whether it's making it, spending, tracking or investing...how important is speed (or slowing down) in your decisionmaking? We'll take this philosophical discussion and dive in today with Amy Blacklock from Women Who Money, Len Penzo from LenPenzo.com, and our very own OG. It's a lively discussion that ping-pongs between deep philosophy to light tactics, and, of course, a little fun. Halfway through the show, our roundtable discussion will take a break for our Fintech segment. Aditi Shekar takes a trip down to the basement to re-introduce new listeners to Zeta! We've had quite a few people in our Stacking Benjamins Basement Facebook group ask about apps for couples, and Zeta is exactly that. Aditi will talk about what's changed with Zeta in the last couple years, beyond helping couples track their transactions and develop a budget for their money management. Plus, we'll answer a voicemail from D during our Magnify Money segment. D is wondering about the details of a taxable brokerage account. D and his wife save up for a goal, and when they reach that goal, they no longer want that item. D was curious if moving those savings to a brokerage account would be more financially lucrative. Thanks to Grammarly for supporting Stacking Benjamins. Get 20% off a Grammarly premium account, go to Grammarly.com/sb

Talking to your partner about money can be very difficult - especially when you’re bringing up the conversation for the first time.Today, we’ve brought Aditi Shekar back to discuss finances from a couple’s point of view. Yesterday we heard Aditi’s personal money story, and today she shares tips for speaking to your partner about your finances. How to go on a Money Date, all about her $20 prenup and why she feels everyone should have one, her guide to combining your finances. In fact, Aditi is so passionate about personal finance in general, and couples finance specifically, she created an app to help you share and discuss finances with your partner! Zeta is a personal finance app designed for couples to help you stay on top of your finances, together. Looking for a way to talk about money with your partner? This episode was made especially for you.In This Episode We Cover:The first thing that a couple should do once they discover that they are far apart on moneyThe importance of talking about money early and often with your significant otherLayers of fights about moneyGuide to combining financesOn prenup and how she approach the subject with significant otherOn people who didn’t have prenupsHow to go on a money dateFinding out who is the CFO in coupleHer relationship advice and tip for listenersThe importance of knowing your money personalityAnd SO much more!

Aditi Shekar learned entrepreneurship at a very early age - when she asked her father for a toy and he said no, make your own money. She’s been creating businesses ever since.Her father’s advice wasn’t the only great money management tips she received early on. In college, a finance professor did two entire classes on personal finance, sharing the benefits of starting early to save for retirement. Her financial independence journey was kickstarted when her apartment burned down - and she had no renters insurance. “I don’t want more stuff. I just want to figure out the life I want to lead.” Aditi and her husband took a roadtrip to discover where they wanted to live, and ended up in two separate cities, visiting on the weekends. Time apart made them realize they wanted to be together, so she moved to him, and started the life she truly wanted.In This Episode We Cover:Aditi's journey with moneyOn learning about entrepreneurship and business ethics at age 5Her philosophy on spending moneyHow she developed discipline when she got her first jobSaving early for retirementBig question to ask yourself when you're opening a retirement accountHow she started investingThe importance of creating a rule of thumbStarted teaching a class on personal financeThe realisation she had after their apartment burned downThe importance of emergency fundsHow her outlook changed in terms of life and finances after the fire incident happenedHer goal in her financial journeyAnd SO much more!

I'm your host Jen Veguilla- Lezan and I am back this week with an interview featuring Aditi Shekar – the founder behind finance tech start up – Zeta. Aditi is truly an international woman who has lived all over the world growing up as her mother worked for the UN. While it may come as a surprise – moving to the US for college at NC Chapel Hill it was a culture shock. Her mother left her with one piece of important advice as she left her for her freshman year – she told her Aditi, you can't get a credit card! While it may seem odd, she realized she didn't know much about credit and while her and her mother had discussed money, sheb didn't really have a good concept of things like credit. Living on her own, though, gave her a crash course on the concepts of finance, budgeting and eventually investing and she became obsessed. After spending years working with young professionals, she was surprised at the lack of financial support they had access to. Moreover, she was frustrated by her own experience in trying to merge her finances with her significant other. To solve both these problems, Aditi launched Zeta. throughout the episode we talk about her journey from working at a start up to launching her own. She shares a candid recap of the journey, the realities of funding and building out a company from concept to final product. We get into the details of Zeta, how it helps people manage their finance, the concepts of social entrepreneurship and what her goals are for the coming years. If you are someone interested in tech startups or finance or just want some good insider information on how you can manage your own financials, then this is the episode for you. If you like what I am doing and want to support, take a moment to check out the show's patreon page at patreon.com/makeandcreatepodcast. Any pledge amount can help me with the admin side to keep creating the content on this show. --- Support this podcast: https://anchor.fm/makeandcreate/support

Are you two frustrated because you're financial opposites? Learn strategies and conversation starters so you can get on the same page and win with money!  When Financial Opposites Attract Money fights are an incredible source of stress with marriage when left unchecked. it doesn't have to be that way. There are couples who have achieved huge goals - like paying off massive amounts of debts, buying their dream home, or travel together by harness the advantages of their differences. The key is learning how to work together even when they are financial opposites. I usually don’t do two guests, but I wanted to show how 1 - there are certain principles that can help every couple and 2 - there are times when you have to carve your own path. Her Money Matters author Jen Hemphill and Zeta CEO and founder Aditi Shekar join the show today. In this episode we get into: Creating your goals and money take Finding a budget you’re both on board with How to deal with tricky situations - like lending money to family - without straining your marriage or money Think you’ll hear a lot of familiar stuff and get some new ideas with this episode. Hope you enjoy! Resources to Combine Your Finances Here are some resources to dive deep into how you two can work together as a team with your finances.  How to Talk About Money Without Starting a Fight Managing Financial Conflicts as a Couple How to Use Money Fights to Strengthen Your Marriage with Jayson Gaddis Build Your Marriage & Wealth with Money Dates Three Toxic Habits to Stop When Talking About Money Jen Hemphill's Money Coaching We’re going to discuss the ins and outs of merging finances and personalities in our private Facebook group over at Thriving Families. It’s free and fun - please join us! Zeta: Helping Couples Master Their Money Together So happy Aditi could join us on this episode. If you two are looking for a customizable solution with your finances, please check out Zeta. Zeta helps you stay on top of your finances together by helping you understand where your money is going. Track all of your accounts in one easy to use spot. Stay on the same page about money! Drop memos on specific transactions, add monthly notes to remember what happened, or split spending as needed. Go to Zeta to get more info! Support the Podcast! Thank you so much for listening to the podcast! Spread the word! If you enjoyed this episode and think it can help a buddy get on the path to dumping debt and become financially free, please share. Leave a review. Honest feedback and reviews make a big difference and gets the word out about the podcast. Leave your review on Apple or Stitcher. Grab a copy of Jumpstart Your Marriage and Your Money. My book is designed for a busy couple to set up their finances in 4 weeks. Get tips and tools that have worked for other couples on their journey of building their marriage and wealth together! Music Credit Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere.

Today's guest is at the forefront of financial technology: Aditi Shekar. Aditi is the CEO and founder of Zeta, a platform on a mission to help couples master their money. Full disclosure: I am an investor in Zeta. THAT’S how much I believe in this company and in Aditi. Before founding Zeta, Aditi worked at the education company General Assembly, where she got her first taste of helping couples with their money. Today, we’ll talk about her new platform, the biggest money problems and solutions in relationships, and the benefits of the imposter syndrome. Stay tuned if you want to join the platform. There is a wait list but Aditi gives us a special link where you can get priority access. For more, visit www.somoneypodcast.com