Colleen Ward – WaFd Banker Spotlight Interview

In today’s world, it can be tempting to choose the most expensive option, thinking it must be the best. However, this is not always the case. Sometimes the cheaper option can be better than the other more expensive tools. As a consumer and business owner, it’s important to know that just because something costs less doesn’t mean losing out on value or functionality. Often these lower-cost options will turn out to be superior across the board. 

This was a prominent topic during this week’s featured banker interview. Colleen Ward understands the needs of small businesses and has been a WaFd veteran for over 10 years. She is an experienced banking professional who understands what her clients need to succeed. Colleen enjoys delighting her customers when she can recommend an accounting platform that does everything the big brand names do, but for a fraction of the cost.

Read more about how Colleen recommends FINSYNC below.

What do you enjoy the most about your job?

Teamwork and brainstorming solutions to customer issues. I enjoy getting to know and helping the customers.

What is your favorite part of being part of your banking team?

I have been part of WaFd for ten years. I love the sense of community my team brings because we really support each other. 

How do you locate business owners that may be a good match for FINSYNC?

I ask them if they have Quickbooks or another accounting software they are using. If they already have a platform, I ask them how open they are to exploring a similar software at a lower price, this usually gets their attention. 

I speak to both new businesses just starting their first account and existing customers as well. The more people I talk to, the more likely I will locate members that would benefit from FINSYNC.

Do you think your customers struggle with other software solutions such as Quickbooks?

I often question the value of Quickbooks and if I can save our clients money down the road, I am happy to provide an alternative. So many times business owners immediately sign up for Quickbooks by default because it is a familiar name. But I want to show them that they don’t have to spend so much on the same features. In fact, I have been told that FINSYNC is much easier to use. 

What do you like best about FINSYNC?

I like that it is an all-in-one platform. It is easy to recommend a financial platform with everything right there in one place. My clients don’t have time to open different tools and download account data into multiple systems. 

In today’s economy, we are all looking for ways to save money. And when you find something that can be just as effective but at a lower price point, why not try it out? You might end up happy with your choice and pleased by how much more efficiently and effectively you will be able to grow your business. 


Take advantage of FINSYNC’s all-in-one accounting platform and start your free trial today!

Helping small businesses is our core mission at FINSYNC.

Centralize your accounting, payroll, and cash flow management on our all-in-one platform.

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We are not able to service these businesses at the moment:

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