Harnessing AI and service: HoneyBook’s client-centric success with Yuval Kesten

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SMB Tech Innovators, powered by Gusto | Embedded Finance, Vertical SaaS, Payroll API

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56 episodes

1 month ago

This podcast features in-depth conversations with top business leaders, including technical leaders and developers, product managers, and C-level executives who are looking for new ways to grow profitability. This podcast is for the fintech community, the vertical SaaS leaders, and anyone trying to build tools that SMBs need. Listeners will gain valuable insights from high-level industry leaders. Tune in for discussions focused on what it means to be a leader, real-world examples of challenges faced, and industry-specific strategies leveraged to create exceptional business outcomes.

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Harnessing AI and service: HoneyBook’s client-centric success with Yuval Kesten

SMB Tech Innovators, powered by Gusto | Embedded Finance, Vertical SaaS, Payroll API

32 minutes 55 seconds

1 year ago

Harnessing AI and service: HoneyBook’s client-centric success with Yuval Kesten

In the rapidly evolving landscape of independent businesses, managing client flow and administrative tasks remains a significant challenge. Yuval Kesten, Chief Product Officer of HoneyBook, shares insights into how a modern platform can alleviate these burdens. Reflecting on his extensive experience at Meta and now at HoneyBook, Yuval details how integrating advanced technologies like AI and embedded fintech not only simplifies operations but also enhances overall business efficiency for freelancers and entrepreneurs.

Key Takeaways:

(02:06) Yuval details the bottom-up culture at Meta and its influence on him.

(03:13) HoneyBook is a client flow management platform primarily for independent service providers.

(05:53) HoneyBook’s mission is to support aspects of business clients are least passionate about.

(06:49) HoneyBook’s target market focuses on committed businesses.

(08:17) Independents face challenges as their businesses grow.

(12:33) Integration of embedded fintech features to manage cash flows efficiently.

(16:00) HoneyBook’s careful approach to providing loans as part of embedded finance.

(18:11) The successful adoption of financial features, including tax savings.

(22:21) Emphasis on the need for empathy in developing financial products.

(24:25) The application of generative AI in assisting with client inquiries.

(28:14) Future plans for enhancing platform functionalities with more AI technologies.

(29:48) Insights on building a team culture that embraces new technologies and efficiencies.

Resources Mentioned:

Yuval Kesten -

https://www.linkedin.com/in/yuvalk/

HoneyBook | LinkedIn -

https://www.linkedin.com/company/honeybook/

HoneyBook | Website -

https://www.honeybook.com/

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