Understanding your Customer w/ Wealthfront, Claimdog and Tesorio
As featured at our September meetup. Join the meetup here.
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 https://www.creditkarma.com/unclaimed-money.
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.”