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17. Beyond The Tech: Delivering More Than Just Your Product with Torie Happe

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Content provided by Seeds Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeds Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The product you're selling is of course important. It needs to deliver on something that solves a critical problem for your customer. But your customer ultimately has many different problems that your product doesn’t solve. They’re facing other complexities and questions beyond the scope of your solution.

In this episode of From The Group Up, Zach Conway and Kelsey McKenna host a conversation with Torie Happe, the Head of Partnerships at Holsitiplan. She shares the importance of understanding her customer’s broader issues in order to not only best deliver their product solution, but to help each firm more clearly understand exactly where it fits within their more complex needs. Torie discusses the importance of not just delivering great technology but building deep relationships with customers to continuously build trust and support their needs as their business evolves.

Connect with us:

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

Ask Zach and Kelsey a question!

  continue reading

21 episodes

Artwork
iconShare
 
Manage episode 425905115 series 3546760
Content provided by Seeds Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeds Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The product you're selling is of course important. It needs to deliver on something that solves a critical problem for your customer. But your customer ultimately has many different problems that your product doesn’t solve. They’re facing other complexities and questions beyond the scope of your solution.

In this episode of From The Group Up, Zach Conway and Kelsey McKenna host a conversation with Torie Happe, the Head of Partnerships at Holsitiplan. She shares the importance of understanding her customer’s broader issues in order to not only best deliver their product solution, but to help each firm more clearly understand exactly where it fits within their more complex needs. Torie discusses the importance of not just delivering great technology but building deep relationships with customers to continuously build trust and support their needs as their business evolves.

Connect with us:

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

Ask Zach and Kelsey a question!

  continue reading

21 episodes

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