WealthAbility: Scaling Financial Health with a Shift to Digital Sales and Automation

A wealth management and tax strategy organization. A cumbersome manual system affecting the accuracy and quality consistency of report calculations and projections. A growing need for automation, driven by customer complaints and requests for refunds.

In this case study, read how WealthAbility hired HatchWorks to develop the Prospect Conversion Tool (PCT): a modern, cloud-based web application to equip its sales team with digital tools to enhance automation, improve systematic logic, and enforce reporting best practices and checkpoints.