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Amy Lavin

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Meeting Notes

31 October 2022 | Mentor Meeting Notes

  • To do: embellish more on the pitch deck of what we are selling to the banks.
    • What is the risk to the bank and what risk are they taking?
    • What are they going to be pushing back on?
  • Golf Outing: as a networking event is great idea.
    • Do lunch & learns
    • Do webinars
  • Scholarship should be coming from the money that we are profiting from.
  • Prototype: Figma:
    • Add Double Authentication on Homepage
    • Add application for FWA score
    • Add our score breakdown
    • 3/4 more screens to show application process

5 October 2022 | Mentor Meeting Notes

  • Logo:
    • She asked what the meaning is of the logo dots & encouraged us to build a story around the logo.
  • Data visuals:
    • What can we share about Gen Z and their habits as they relate to our business?
    • Don’t over think it! Get creative! Think futuristically.
    • How can our business help Gen Z improve their financial wellness?
    • Are there differences between Gen Z and Millennials or other generations? What barriers are unique to Gen Z?
  • Data analysis:
    • Microservice may be for phase 2 of the business because it is about providing unique services to partners and stakeholders.
    • What is the difference between the website and app?
      • website is for banks and more informational, while app is for consumers
    • Public or open API is not a good idea due to data insecurity. We will do a private API.
  • Regulations:
    • Morgan to reach out to connections at Bank of America for regulation compliance of FICO and related areas.

12 September 2022 | Mentor Meeting Notes 

  • Company Name: part or most of the name in the URL
  • Acronym for the name
  • Brand Positioning:
  • Disrupt the industry
  • Disrupting b/c people who don’t currently fit into the current financial profile can be part of the financial conversation
  • Add market share
  • Who is doing your prototype ?
  • Algorithm – we own it
  • Competitive analysis: how many of the big companies have an app/do we have to integrate into their app?
  • Digital Dashboard idea –
  • B2B to C
  • B2B = Platform
  • C= What consumer sees
  • Who is the final customer? Bank or the customer? Customer
  • What are we launching to the banks so they see the value? What is our deliverable? What is it that we are actually creating?
  • Desktop dashboard/app?
  • They want the data based on what the algorithm does
  • Final product: people care what it actually does, not the technology behind it
  • How are we raising money to build this app?
  • If we raise money we can go out and do what we want to do
  • How much is it cost to build it?
  • Who is the sales team? West coast team? Digital Ads?
  • Who is doing the marketing?
  • Regional banks need to see that they can trust us: brand positioning is huge for us to gain trust and succeed
  • Ask Amy if we need to do a budget based on existing companies/apps/ideas?
  • 1/10 startups don’t succeed b/c they cant sell it
  • Last week of September she wont be able to attend
  • Have questions prepared, let Debbie see the work we are doing

29 August 2022 | Advisor Meeting Notes

  • 30 min sessions never more
  • Agenda: deliverables – post review
  • Mentor will be set up after tonight
  • How to get the business to offer the credit?
  • How do we build it out?
  • Key: what problems do they have with using this new credit score?
  • Government mandates?
  • Do they need to bring in people who are underserved for banking?
  • What would it take for a bank (entity) to believe creditworthiness in a different score?
  • Problems bringing in people who are denied credit?
  • To do: Create project site
  • Work on deliverables
  • Connect with mentor
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