Online morning meeting of a fintech startup team \ английский для финансовой сферы

Scene: Online morning meeting of a fintech startup team. Participants: CEO (Anna), Head of Product (James), Marketing Lead (Sofia), and Financial Analyst (Alex).

Anna (CEO): Good morning, everyone. Let’s get started. Today, I’d like us to focus on two things: market trends we need to watch and how we can better present our product to potential investors and clients.

James (Head of Product): Morning! From a product perspective, we’re still ahead in terms of AI-driven budgeting tools. But competitors are catching up with their user experience. We need to highlight what makes our system unique.

Sofia (Marketing Lead): Agreed. There’s growing interest in personalized financial planning. If we can show how our tool adapts in real-time, that’s a strong selling point. Maybe we need to update our pitch deck.

Alex (Financial Analyst): Yes, I also noticed more users asking about real-time risk forecasts. Our model is strong, but maybe we should prepare a visual demo to explain it better to non-technical audiences.

Anna: Great point, Alex. Can you prepare a short example we can include in the next demo?

Alex: Sure, I can work on that today. I’ll also check if we can simplify the way we show monthly projections.

James: That would be helpful. The last investor presentation had some charts that were a bit too technical.

Sofia: I can support with graphics and wording. Let’s make it investor-friendly but still accurate.

Anna: Perfect. Let’s aim to have a revised version ready by Friday. Thank you all!

Anna (CEO): One more thing — outreach. We need to start reaching out to new leads next week. Alex, how much time do you need to prepare for that?

Alex (Financial Analyst): I can prepare the outreach script today. We already have a client base that fits this new offer, so we can start segmentation immediately.

Sofia (Marketing Lead): Once the script is ready, I’ll help polish it and adapt it for email and LinkedIn campaigns.

Anna: Perfect. Let’s make sure we’re aligned on tone and value proposition. We want the message to feel personal, not automated.

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английский для финансовой сферы