Episode 40: Beyond Digital, Incorporating Service and Product Management in WealthTech with Isaac Lee

Kicking off his career through hackathons, Isaac Lee quickly transitioned from payments into wealthtech. With a passion for solving problems at scale, he's revamped wealthtech apps, overhauled customer service workflows, and automated everything from onboarding to exclusive investor products. Now, he’s discovering just how far technology can elevate wealth management as a senior product manager at Endowus.

 

Hear us cover:

• Solving the issue of both online and offline experience in wealth management
• Cultural adaptation versus thought leadership, GTM for different markets
• Product Innovation at a growth stage company
• Building a career in FinTech