The Coach Inside Your Banking App — Alisha Chowdhury on Closing the Advice Gap with AI

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One Vision Podcast — Fintech, Banking, and AI with Theodora Lau 25 min 2 speakers 8 chapters transcribed 1 month ago
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What personal experiences inspired Alisha to start Kiro Money?

Theodora Lau 0:05
Hello everyone, welcome to a brand new episode of One Vision. This is Theo, your host for today's episode. Joining us on the recording today is Alicia Chowdery, founder of Kiro Money. And recently I actually met up with her in San Diego at a fintech event. It's been a while. So thank you so much for joining us today, Alicia.
Alisha Chowdhury 0:31
Yeah, thank you so much for having me, Theo. I have fangirled about you for a while now and so I'm glad we met in person finally.
Theodora Lau 0:40
I was so glad you actually came over because I saw your booth and I'm like, wait, Kiramani, wait, wait, wait, where are you? And then I just lost track of what happened and then you came over. So thank you. Um it was so good to like be able to meet each other in person and I'll also be able to share some more stories. So, um and we will go right into it. Um, 'cause first off I always love being able to see founders um in events like this, especially female founders and especially female founders of, you know, from different lived experiences. Um, I think that's what makes our ecosystem so interesting. So we'll kick off with that. Um on your LinkedIn bio, you wrote you're the daughter of the best Bangladesh.
Theodora Lau 1:31
Parents, you're a Nola girl at heart, and you are a lover of travel and food. You had me right there. Um and you're also on a mission to revolutionize how young adults, especially those like you, understand and manage their finances. So Tell us more about your founder story, 'cause first off you lead with your parents and your background. Um, and then you tell people about what you were on a mission to do. Is that because your upbringing shape what you're trying to do? That's why you lead with that or you know, how did that all come about?
Alisha Chowdhury 2:11
Yeah, absolutely. And I'm glad you saw that. Sometimes I wonder, do people rate these like Jimba? But I I know AI agents do that, but yes, no way. Okay. Yeah, yeah, yeah, yeah. So I'm so glad you brought that up because It is it is really um the reason I started the work that I do and the reason I started um working in the industry that uh I worked in coming out of college. So just to give you a little bit of uh context on my background, so like mentioned in my bio, my parents are from Bangladesh. Um I was born and raised in New Orleans. They immigrated there in the nineties and

How did Alisha’s career at Vanguard and private equity shape her fintech vision?

Alisha Chowdhury 2:53
One thing I'm like really grateful for is the is the Bangladeshi community that we had in the Greater New Orleans area because it was it was a socioeconomically diverse community. My parents, when they moved to the US, they you know they were working service jobs. Um they were trying to navigate the educational ecosystem, the financial ecosystem in this country, um, figuring it out on their own, but actually actually they weren't on their own because we had the whole Bengali village supporting them and there's, you know, aunties, we call them aunties and uncles, even though we're not related, um, who had been there for five or ten years before my parents and They were the ones sharing, um, you know, how to navigate the financial system, how to navigate the educational system for us.
Alisha Chowdhury 3:38
Um and so I bring that up because it there was socioeconomic diversity just within that community that gave my siblings, my cousins and I access to information that we otherwise would not have gotten. And so when I went to college, I went to the University of Pennsylvania for my undergrad, um, it was it was honestly the first time I saw Welp. Um, there's a lot of wealthy students at that school, as you can imagine. And it was also the first time that I like learn anything about financial services. Like my only exposure to financial services growing up was like my Chase High School checking account because I was working at Subway in high school and needed a checking account. And so um When I learned about how the industry works, how the financial markets work, how you can generate wealth beyond just the money you earn from your job, I was like, I wanna work in this ecosystem.
Alisha Chowdhury 4:33
I wanna learn how to build. Um wealth for myself, but also bring that knowledge back to my parents, bring that knowledge back to my community.

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