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Understanding your Customer w/ Wealthfront, Claimdog and Tesorio

As featured at our September meetup. Join the meetup here.


Aly Weir, Senior Designer, and Deanna Dong, Director of Product Marketing discuss Wealthfront’s rebranding.

Claimdog (acquired by Credit Karma)

Manu Lakkur, Staff Product Manager at Credit Karma, discusses how Claimdog’s concept of their user change pre and post acquisition. Claimdog helps individuals find money they’re owed, you can test it out for yourself here


Fabio Fleitas and Carlos Vega discuss how they’ve worked to actualize their emphasis on customer needs through a variety of practices including the creation of a Customer Advisory Board. Tesorio which provides “Real-Time Analysis, Intelligent Reporting, And Collaboration Software For Modern Finance Teams.”




supporting the next stage of evolution in fintech

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Rex Salisbury

Rex Salisbury

fintech nerd + investor. founder @

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