Continuous improvement is not just a slogan

Customer feedback at WEALTHAWK has produced important upgrades and additions. The most recent is an easier-to-navigate filter.

We converted all our filter functions into dropdowns, making our site more consistent and clean. We also added a new money-in-motion event: executive compensation, which follows the money from corporate and board appointments and resignations to those individuals who are now driven to seek financial advice.

Additionally, we enhanced our search functin, giving our customers greater ability to sort verticals and their ideal prospects. This flexibility is important when opportunities like IPOs dry up due to economic events.

Next on our list is personalized outreach content so our customers spend less time crafting messaging and more time doing what they love, whether it’s customer service or cheering their kids’ activities!