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:

Uri Bar-Joseph -

https://www.linkedin.com/in/uribarjoseph/

Shahar Plinner -

https://www.linkedin.com/in/shaharplinner/

Formations | LinkedIn -

https://www.linkedin.com/company/formationscorp/

Formations Corp | Website -

https://formationscorp.com/

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