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Content provided by Lisa Kottler and Will Prest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lisa Kottler and Will Prest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Peopled's Bold Bet on Hyper-Personalized Benefits | Anthony Bunnell and Tom Bishop | EP107

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Manage episode 514952054 series 3690135
Content provided by Lisa Kottler and Will Prest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lisa Kottler and Will Prest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to Decoding Growth — where unfiltered conversations and bold ideas are reshaping the future of retirement and benefits.

In this episode, hosts Lisa Kottler and Will Prest sit down with Anthony Bunnell and Tom Bishop, co-founders of Peopled, to unpack how their company is building the new front door for employee benefits. With backgrounds as executives and startup founders, Anthony and Tom bring unique insights into how AI, personalization, and trust can transform how employees engage with their benefits.

From solving the problem of benefits confusion to reimagining the advisor’s role in an AI-driven world, this episode cuts through the noise to reveal what true innovation looks like in financial wellness.

Timestamps

00:00 – Welcome to Decoding Growth

01:15 – Meet the co-founders of Peopled

04:10 – The problem Peopled is solving in the benefits space

07:45 – How AI is transforming employee engagement

10:32 – “The new front door” for benefits explained

14:55 – Hyper-personalization and trust in financial decisions

19:40 – Scaling the advisor relationship through technology

24:05 – Why alignment—not assets—should define industry success

29:12 – Lessons learned from past startups and regulated industries

33:25 – Building partnerships with recordkeepers and healthcare providers

37:58 – The real future of integration and collaboration

42:10 – Final thoughts: redefining success in financial services

🎧 Tune in to explore how “Peopled” is using technology to help individuals make smarter, more confident financial decisions—one conversation at a time.

📢 Watch more episodes of Decoding Growth

💬 Subscribe for fresh insights from innovators transforming the retirement landscape.

  continue reading

7 episodes

Artwork
iconShare
 
Manage episode 514952054 series 3690135
Content provided by Lisa Kottler and Will Prest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lisa Kottler and Will Prest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to Decoding Growth — where unfiltered conversations and bold ideas are reshaping the future of retirement and benefits.

In this episode, hosts Lisa Kottler and Will Prest sit down with Anthony Bunnell and Tom Bishop, co-founders of Peopled, to unpack how their company is building the new front door for employee benefits. With backgrounds as executives and startup founders, Anthony and Tom bring unique insights into how AI, personalization, and trust can transform how employees engage with their benefits.

From solving the problem of benefits confusion to reimagining the advisor’s role in an AI-driven world, this episode cuts through the noise to reveal what true innovation looks like in financial wellness.

Timestamps

00:00 – Welcome to Decoding Growth

01:15 – Meet the co-founders of Peopled

04:10 – The problem Peopled is solving in the benefits space

07:45 – How AI is transforming employee engagement

10:32 – “The new front door” for benefits explained

14:55 – Hyper-personalization and trust in financial decisions

19:40 – Scaling the advisor relationship through technology

24:05 – Why alignment—not assets—should define industry success

29:12 – Lessons learned from past startups and regulated industries

33:25 – Building partnerships with recordkeepers and healthcare providers

37:58 – The real future of integration and collaboration

42:10 – Final thoughts: redefining success in financial services

🎧 Tune in to explore how “Peopled” is using technology to help individuals make smarter, more confident financial decisions—one conversation at a time.

📢 Watch more episodes of Decoding Growth

💬 Subscribe for fresh insights from innovators transforming the retirement landscape.

  continue reading

7 episodes

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