Shivani Siroya

Observer
DISC Type : ci

CEO and Founder at Tala (formerly InVenture)

Santa Monica, California, United States

Overview

Shivani Siroya is the founder and CEO of Tala, a financial infrastructure company focused on providing accessible financial services to underserved populations. A graduate of Wesleyan University and Columbia University, she is a recognized fintech leader. People who have worked with her describe her as inspiring, committed, and a leader with a strong ability to execute.

Her passion for financial inclusion stems from extensive fieldwork early in her career, where she interviewed thousands of individuals in emerging markets about their financial lives. She is driven by the core belief that everyone has potential and should have the agency to build the life they envision.

Unique fact: The inspiration for Tala came from her encounter with a woman named Seema in Chennai, India, whose need for a small amount of capital highlighted a massive global opportunity.

Personality Overview

Curious

Assertive

Example Seeker

They often ask many questions and rely heavily on information and documentation.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Financial Inclusion
Her company's mission is to provide financial services to billions of people overlooked by traditional finance, using technology to create access and opportunity.
Alternative Data
She built her company on the thesis that alternative data, like mobile phone usage, can be leveraged to assess creditworthiness for those without a formal financial history.
Crypto for Access
Believes blockchain infrastructure is becoming the foundation for a new financial system that can unlock essential tools like credit and savings for the global majority.

Media Appearances

Shivani has no verified media appearances

Work History

1-2013
CEO and Founder at Tala (formerly InVenture)
1-2016
Young Global Leader at World Economic Forum
8-2009 - 12-2012
Financial Consultant - Corporate Strategy and M&A at Health Net
9-2008 - 12-2009
Analyst at Citigroup
5-2006 - 9-2008
Analyst at United Nations Population Fund

Education

BA from Wesleyan University
MPH from Columbia University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Santa Monica, California, United States Job Level : Leadership Designation : CEO and Founder at Tala (formerly InVenture)
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Insights For Selling To Shivani

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shivani is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Shivani

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Shivani move?

  • They like to analyze well and then make their decisions.
  • Can Shivani take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Shivani

Personality Compatibility


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