Hi folks, I am working with a few friends on a fintech idea. I opted to build the marketing roadmapping strategy for the soft launch/prototype phase as I want to learn about the field. Any guidance where should I start? Any guidance, books, topics will be helpful 😊

like
Posting as :
works at
You are currently posting as works at

Wealth management. Building a wealthfront competitor. So need some advice on how to even start roadmap etc.

like

Thank you Dell 1. This is helpful. I will dm you to ask further questions.

Fin tech is huge - which aspect are you tackling? Banking? Payments? Investment?

Related Posts

Is it easy to get into either of MBB in another country, let’s say Russia or UAE, with a degree from a US non-target yet good school? I would assume a US degree will be much more coveted than any local degree. I can work in either countries as well as US, and I would love to leverage that to get ‘MBB’ on my resume if that can be pulled off lol I’m not sure if the quality of experience will be the same.

like

Can I get likes to access DMs? I am a recent graduate looking to find my path in life. Interested in data science and engineering. I double majored in math and comp sci. Please reach out if you can help me out :)

Post Photo
like

Dad of 1 year old twins here looking to switch to McKinsey after graduating from a top 10 MBA. How do you guys and gals manage it? Got any advice for me? Thanks much!

Exit opportunities for litigation associates?

like

Which career pathway to take, if I reside in BC (Canada)
1) Clinical Psychologist
2) RCIC (Immigration Consultant/ Lawyer)

I’m open to pros and cons or any insights if you work in either of those industries?

Thank you in advance â˜ș

like

I have < 1 year exp in Salesforce and really looking forward to building career in this ecosystem.

My function is in Technical Support and it is not very rewarding considering WLB & Compensation.

Can anyone please share some insights on how they moved upto better job roles and where should I begin?

like

Feeling empty, doing the bare minimum at work. Have good relationships but a bad role and no clear objective. Same applies to my life really. Spent so much time pushing to get to M level and now not sure what to do next. Feel like I don't actually know anything to go higher, and don't really want to work anymore if this is all there is

likehelpful

Hi fishes, need to know how is garner in terms of paying out annual bonus amount is it 100% payout or +- also please help me the hierarchy levels of gartner

like

MBB folks, need some advice.

I am a Senior Con at Deloitte Tech (18 months in through a top MBA). I am 33 and have a kid. I am moving to Canada and exploring options. I have been advised by some ...

like

What’s a nice exit opportunity for a RA experienced manager?

like

ACCA or CFA for advisory field/ deal/ financial analyst ? Which one is easier ? And if ACCA was chosen will it still help in the above mentioned fields ?

like

Hey all! Anyone willing to chat with me about their experience at CapTech with regard to WLB, salary, travel? Would love to consider a career there!

like

This post is just a thread to evaluate the current industry standard.

To all those fishes, could you please list the below

YOE-
Current Designation-
Domain-
Tools known-
Salary-
Job timing-
Higesh education qualification-

like

Hello Fishes,


I recently received offer from IBM for band 06B.
Designation: Senior Technical services specialist.
Can someone please help me understand the designation name? Also, will I get a project in the same technology for which I was interviewed?

Currently a Wealth Advisor for Citi but I honestly hate it here with a passion it’s the worst company I’ve ever worked for in my life and I’ve been in Wealth Management in the banking channel for over a decade. Series 7, Series 63, Life, CFP, ChFC, and soon to have my MBA with a focus in Mergers & Acquisitions. I’m look to enter another area of Finance at this point instead of starting over somewhere else from scratch, but not sure what direction to go. Interested in Investment Banking or M&A.

For those that have completed their CPA exams and are working, would you say working is harder or the cpa exam is harder? Or is the only reason why the cpa exam is hard is because of working while taking cpa exams?

like

Hello. Hx of med surgery, cardiac, and step down nursing. Now in Psych, which is my passion. Been in psych a year but feel like I am not getting the experience with the patients I thought I would have. Maybe it’s my hospital. But thinking I want to go back to school to get my BSN and eventually my PMHNP. Looking into switching to home health. Anyone have any advice?

like

So I have completely lost interest in my area of practice mainly because I haven’t been exposed to many matters (our team is really slow) and I am the most junior in the team. So billable work is never constant. I feel like this has impacted my interest and stagnated my growth. I am thinking of moving into a different area of practice that I’m interested in. Has anyone ever done this? I’m actually depressed and I really hate being given work now. I have ADHD. Please advise

like

Has anyone taken the CAIA exam recently? Currently studying for lvl 1 but not too much commentary out there.

like

Hello, can anyone provide/help compare the data points and growth and exit opps for M&a and internal audit? (Pay, wlb, boring/fun, how much travel, growth) any data point is appreciated

like

More Posts

Hi are there any UK accountants in this group that might be interested in helping develop fintech software? I am an internal recruiter at Wolters Kluwer. Happy to get connected !

like
like

What the hell do you get male coworkers for office holiday gifts? They're fine guys and we have a great team but I wouldn't say I know them well enough to pick out individual relevant gifts for each of them. I was thinking like 5ths of whiskey & some chocolate? Or homemade cookies or something? Please give me some good ideas

likehelpful

Why is love so complicated?

likefunny

I’m 51 years old. For many reasons that would make this post too long, I’ve had a very slow profesional growth. I am finding myself more and more isolated as I see that most of my coworkers are much younger than me. I’d like to find a job environment where I could relate more to my peers. How do I look for job opportunities where I can find more people of my same age group? I don’t want to be the only old person in my creative group. Should I be looking in-house? Pharma? Any ideas are welcome.

like

Can anyone help me find a 1bhk in and around TinFactory. Searching since last 1 month. Broker numbers are also welcom.

like

Hi Fishes,
Qburst is hiring across roles now. Pay is competent and wlb is amazing. If you fit any of these roles please feel free to DM me for a referral. Happy to help in these trying times.

Post Photo
like

I am working for almost 2.5 years in forecasting team in IQVIA as a consultant. 4 years in ZS before that.

Can I have list of all the companies I can apply to from here on? Priority is wlb and decent salary.

Is Citi is better than Bny Mellon?
Citi offers 3 lakhs extra in ctc

like

Partner on day 1 of every project đŸ’€đŸ”«

Post Photo
likefunnyuplifting

Hi fishes, DM for referral.

Business Development Representative - Canada
Location: Canada - Canada - Remote
Function:: Marketing

Post Photo

Social distancing tape markings on the floor of Target

Post Photo
likefunny

Has anyone accepted an offer then gone back/reneged on the offer for legitimate reasons (eg unexpected pregnancy)? How’d it work out?

like
like

Hi,
Credit Suisse or JPMorgan ?
CTC offered in CS is 10% higher than JPMC.

Both the CTCs are 25+
Which one to join ?
Any suggestions .
Thanks

like

I know that base is higher for FDD compared to audit like 10-15kish? But I’ve also heard that bonuses are better. Can someone explain % cuz performance bonuses are just laughable for audit.

like

What is a normal salary for a outbound supervisor?

Anyone have experience with the NAUI program to work with veterans and the GI Bill to fund training through DM/Instructor?

What’s the over under on war in Ukraine in January?

like

Anyone have a good development plan template for a new Associate? Need to train a new hire

like

Additional Posts in Startups and Entrepreneurship

I am an aspiring entrepreneur and want to start a business in future for sure. I have a few ideas but nothing concrete, or close to being a start up yet. I work in tech, but a generalist - have done sales, delivery operations etc. trying to get experience in as many areas as possible before I go on my own. I dnt know where to start the journey. Are their any books or other material I can read/reference to think and plan about my entrepreneurship journey. I m in mid 40s based in t2 city US east.

like

Anybody interested in a volunteer opportunity? I need help editing videos for YouTube & social media and would love some extra hands

funnylike

What business would you start with $20k?

like

What are some top concerns startups have besides funding, burn-rate, and team scaling?

like

Hi all,

Looking for a little help on developing a website prototype to test (app too if possible). I need:

A backend that allows for volunteers to add their availability hours (something like Calendly integration), short bio, profile pic etc

A front end that requires users to sign up, and then lets them directly sign up with the volunteers.

I looked at Wix online booking system but you can only schedule staff by working hours. Built sites on WP before but lacking in time currently.

like

Anyone have experience in drafting pitch decks for revolving lines of credit? Would love to hear or see the basic format/structure!

like
like

Co-Founder here. I have 25% of the company, and the other 2 cofounders have 10% and 65%. The 10% cofounder hardly does anything anymore. The 65% co-founder still seems dedicated and I think it’s largely because of sunk costs (this person put in most of the money). I don’t believe in the startup anymore, which seems to be a good indication it’s time to quit. Any advice for quitting and leaving your company in an even worse state as a result? Thanks 🙏

like

I have 10+ years of strategy consulting experience and I’m interested in joining early stage startups, but their job listings almost never have generalist / consulting / strategy type roles - any advice?

like

A startup offered me stock options for my support. Now they want to start paying me part time and also offer me increased stake in the company. I am debating between asking for equity or more stock options. Need help in understanding which one to consider. For context, founder is open to both as they consider me as part of the founding team and long term plans for the company.

Hi, I am building a startup from the ideation stage. What is the best way to approach Angel Investors for pre-seed/seed funding?

like

I am currently looking for people in the cannabis industry to invest and advise in the technical aspects of running a business. I am 24 years old and I print tabacco and cannabis Paraphernalia as a side hustle. Would love to know more about accounting and management.

like

Anyone have any tips or good information for creating a subscription based financial model?

like

Hello, currently looking ideas and mentoring to start up a business to import coffee from the Caribbean. Any suggestions for agencies or non profit companies that help new entrepreneurs with this kind of project?. The main idea is to import coffee to sell to retail stores or an exclusive market for coffee lovers.

like

I am working on a ground breaking SaaS eco-friendly based company. I am looking to expand my ecosystem in order to gain insight full/determined professionals to be apart of a globally impactful head runner that will generate longevity in an underserved niche market.

like

How do you pitch yourself for a biz ops role at an earlier stage up? Start-ups— what are you looking for when you hire for this role?

like

Need advice!

I currently have 10% shares in a very small f&b group owns 2 restaurant outlets.

One of them have been hit with covid and we are suffering in sales. Our director somehow don’t believe in marketing and will not budge to allocate resources to hire a personnel. Our staff are underpaid so there are no incentives for them to go beyond their SOW.

What are some of the ways to drive more sales?

If we have to raise a small round to cover the next 6 months of OPEX - is it a feasible?

likehelpful

Have an amazing startup in the works. Looking for a social media manager/partner. Insta, Twitter , discord. Also, looking if there are any VR/AR professionals on here

like

Anyone exited from their venture? I am on the process of exiting. It is a bit overwhelming to figure out handling money, capital gains, tax impact, pay off what you can. How did you handle this? Any suggestions or wisdom you can share? It is not in 100 mil but a lot for a small guy who can be totally financially independent and even much more.

like

Hello,
I have a friend of mine looking to get into customer success or related role! Are there remote entry level positions (that don’t need a degree) that are available?

She has experience in the following roles:
- Logistics Account Executive
- Customer Service Representative
- Customer Service Sales Representative
- Concierge

She really smart and hardworking, I would love to help her find a career - not just a job - that she enjoys. Thanks I’m advance!

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview

Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal