Are Your Workflows Helping or Hindering Your Capital Raise?

Hear mAgma chat about the big impact good workflows have and why the ability to customize layouts and workflows can make or break a capital raise.

Video Transcript

Dave Muth: So being able to have a platform that we can quickly and in a customized fashion, map all of those workflow components through, and then be able to make it as simple as possible there's components of it that there's just a lot that has to be processed. And there's a lot that has to be provided. And you're not, not being able to get outside of that, putting it in a workflow that's as simple to get through as possible. We feel like we've struck a great balance and having a platform that enables that sort of custom layout and that custom workflow development has really been enabling for us in, in getting this out into the marketplace early.

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We have been with WealthBlock since they started their company. Their software has helped us grow our company from a small two person consulting firm into a multi city Investment Bank. More impressive than the software product is their people. Skilled in their crafts, professional presence, and just a good group of people. We have been very happy with our relationship with everyone at WealthBlock.

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