PayPod: The Payments and Fintech Podcast

Fix Customer Onboarding and Stop Revenue Leaks - Srikrishnan Ganesan


Listen Later

 Episode Topic: Srikrishnan Ganesan of Rocketlane joins PayPod to explore how modern fintech companies can stop the bleeding from inefficient operations. From delayed onboarding to inadequate project visibility, Sri unpacks why traditional workflows are no longer enough—and how tools like Rocketlane plus AI-driven automation can give your team a real edge.

 Lessons You’ll Learn:

  • Why customer onboarding directly impacts revenue and retention

  • How to prevent team burnout with better process management

  • The role of time tracking in financial planning and hiring

  • How AI automates documentation, staffing, and communication

  • Why metrics like utilization and time-to-value matter now more than ever

 About Our Guest: Srikrishnan Ganesan is the Co-Founder and CEO of Rocketlane, a SaaS platform redefining customer onboarding and service delivery. A second-time founder and early employee in multiple startups, Sri has led Rocketlane to become a standout in the world of post-sale operations, focusing on improving internal efficiency, customer experience, and team productivity.

 Topics Covered:

  • Revenue leakage from poor onboarding

  • Employee burnout from unmanaged project backlogs

  • Time tracking without the hassle

  • AI for project delivery automation

  • Operational metrics that actually move the needle

  • Forecasting future staffing and budgets with data

 

...more
View all episodesView all episodes
Download on the App Store

PayPod: The Payments and Fintech PodcastBy Soar Payments LLC

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

13 ratings


More shows like PayPod: The Payments and Fintech Podcast

View all
Breaking Banks by Breaking Banks - The #1 Global Fintech Podcast

Breaking Banks

191 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,034 Listeners

Payments on Fire™ by Glenbrook Partners, LLC

Payments on Fire™

43 Listeners

Wharton FinTech Podcast by Wharton Fintech Podcast

Wharton FinTech Podcast

134 Listeners

Pivot by New York Magazine

Pivot

9,202 Listeners

Fintech Insider Podcast by 11:FS by 11:FS

Fintech Insider Podcast by 11:FS

186 Listeners

Super Data Science: ML & AI Podcast with Jon Krohn by Jon Krohn

Super Data Science: ML & AI Podcast with Jon Krohn

298 Listeners

The Payments Podcast by Bottomline

The Payments Podcast

11 Listeners

Morning Brew Daily by Morning Brew

Morning Brew Daily

2,969 Listeners

Think Fast Talk Smart: Communication Techniques by Matt Abrahams, Think Fast Talk Smart

Think Fast Talk Smart: Communication Techniques

794 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,397 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,189 Listeners

PaymentsJournal by PaymentsJournal

PaymentsJournal

0 Listeners

Payments Pros – The Payments Law Podcast by Keith J. Barnett, Carlin A. McCrory, Troutman Pepper Locke, Jason M. Cover

Payments Pros – The Payments Law Podcast

3 Listeners