In today’s world, where technology continually reshapes business landscapes, understanding the synergy between artificial intelligence and human interaction becomes paramount. The CPO and CEO of Formations, Co-Founders Uri Bar-Joseph and Shahar Plinner, delve into this topic, sharing insights from their entrepreneurial journey.
Their discussion highlights how they’ve harnessed technology to empower the self-employed while maintaining the essential human touch that distinguishes their service.
Key Takeaways:
(02:17) The inception of Formations and Shahar’s collaboration with Uri.
(04:14) Formations’ focus on the self-employed market and its challenges.
(07:22) How the COVID-19 pandemic unexpectedly supported their business model.
(10:13) Integrating AI to enhance customer engagement while maintaining personal interaction.
(10:31) The advantages of embedding fintech in Formations.
(13:48) Insights into the service model, emphasizing a non-DIY approach tailored for the self-employed.
(18:08) Handling complex tax issues with a mix of automation and expert advice.
(20:27) Introduction to “MAX,” an AI tax and accounting assistant with public access.
(24:50) The security of data with MAX, despite its public availability.
(28:47) Reflections on Formations’ organic growth and the role of human interaction.
Resources Mentioned:
https://www.linkedin.com/in/uribarjoseph/
https://www.linkedin.com/in/shaharplinner/
Formations | LinkedIn -
https://www.linkedin.com/company/formationscorp/
Formations Corp | Website -
https://formationscorp.com/
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