WealthTech

1. What is the adoption rate of your existing portal/app?

2. How many team members/partners use all the tools/features on your wealth-tech product? 

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Asset Management Co.

1. How easily can a retail investor invest or redeem on your website or mobile app?
2.How many distributors talk about your website to industry colleagues or their clients?

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Early-stage startup

1.How do you know that you are ready to raise pre-seed or seed round?
2.How far are you from achieving PMF? What steps are you taking to get there?

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Stories

Why do certain banks and asset managers go blind on their customers' digital experience? In this section, I share my thoughts on data points on CX and UX.

Learn More
WealthTech

1. What is the adoption rate of your existing portal/app?

2. How many team members/partners use all the tools/features on your wealth-tech product? 

Learn More
Asset Management Co.

1. How easily can a retail investor invest or redeem on your website or mobile app?
2.How many distributors talk about your website to industry colleagues or their clients?

Learn More
An Early-stage startup

1.How do you know that you are ready to raise pre-seed or seed round?
2.How far are you from achieving PMF? What steps are you taking to get there?

Learn More
Stories

Why do certain banks and asset managers go blind on their customers' digital experience? In this section, I share my thoughts on data points on CX and UX.

Learn More

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