Get Ready Podcast: Using Innovative Technology To Empower Financial Preparedness

"Every interaction is a learning opportunity.  Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve." - Roshni Chowdhry

"Financial literacy is the first step, you then need to take action, and to be intentional." -  Zach Blumenfeld

In this episode of GET READY!, I spoke with Roshni Chowdhry (Head of Customer Experience) and Zach Blumenfeld (Director of Sales) of about Cookie Jar’s innovative savings solution. We discussed how Cookie Jar integrates technology along with how innovative technology is changing the financial services community. Roshni and Zach also shared their thoughts on the future impact of technology on financial preparedness. 

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Connect with Roshni Chowdhry and Zach Blumenfeld:

LinkedIn -  Roshni Chowdhry (here) and Zach Blumenfeld (here)
Website -

Roshni is the head of customer experience at Cookie Jar. With a bachelor's degree in commerce and business/accounting from the University of Mumbai, Roshni also earned a double MBA in marketing and entrepreneurship from Sydenham Institute of Management, Mumbai and from the University of Illinois, Chicago. Roshni is now based out of Dallas, Texas.

Zach Blumenfeld is the director of sales for Cookie Jar. With a passion for innovation and the startup landscape, Zach actively partners with employers to enhance their benefit packages. He is also the founder of CultureCon, an organization with a mission to inspire positive change around organizational culture. Zach received a degree in sports management from the University of Minnesota – Twin Cities prior to pursuing his passions in the sales field.

Roshni Chowdhry

Zach Blumenfeld


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About The GET READY! with Tony Steuer Podcast: On the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives. 

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