From the Ground Up

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

June 27, 2024 Seeds Investor
17. Beyond The Tech: Delivering More Than Just Your Product with Torie Happe
From the Ground Up
More Info
From the Ground Up
17. Beyond The Tech: Delivering More Than Just Your Product with Torie Happe
Jun 27, 2024
Seeds Investor

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!

Show Notes

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!