How WealthBlock Marries Customizable Forms & Workflows With a Better Investor Experience

Seth Gordon: But knowing that you are so tech savvy, I sorta love to pick your brain a little bit about why you ultimately went with WealthBlock. Why didn't you build your own platform? Maybe some of the other people that you were comparing us to? It's a very robust question. So take it in pieces if you'd like.

Kevin Taylor: Sure. Yeah, no, and it's, it's a great question. And we, we initially had a different technology that we launched with in the U.S. Which is also the platform we currently use in Canada. And it's a powerful, comprehensive solution that is not necessarily easy to use. So there's a lot of customization and tweaks on the backend where we needed three different roles on the admin side alone to basically make sure that as folks were approving investors and deals, we weren't breaking the system. So we needed somebody with a technical background to be able to really actively manage that and provide feedback when we realized that that was just too bulky, a solution for what we're trying to do, especially in the U.S. where we were, we were, we used to be part of a broker-dealer. And then we decided that SVX actually provided more value on as a standalone platform type business. So that, that allowed us to be a lot leaner. And we still need the regulatory check marks, but we didn't need the same rigor that was there before. So looking at the solutions that existed, WealthBlock provided the right blend of easy-to-customize forms and processes with a user interface that was also very simple. So that, that was, that was really what we were looking for. And going back and forth with you and Deji on, on the feature set. And I remember being shocked because every time I said, oh, what about this? Can you try this? Like an hour later, there'd be an email saying, oh yeah, that's not alive. And it was like, I was used to three weeks, three weeks of humming and hawing and all, we can't do that and I'll have to see. And it was just so fast that we were getting those features launched. And then by the time we actually went to market with the, the offering, I sort of stopped proactively trying to fix little things. And I found that often when I went back to the admin panel, they were already fixed that I didn't even have to mention them. So overall, I think it was the adaptiveness of, of the team and the solution that was really making the user experience, not only my user experience, but also the investors and the issuers much easier to understand. And, and even just seeing again, without, without me having to provide that feedback of like, you need to do this, this and this, it was all happening organically because of the, the other partners and other organizations you'd brought in. So you were getting the right feedback. You were getting the right set of set of clients. So, eh, it's, it's, it was it just made sense at the time. And we've been, it's been great ever since.

Seth Gordon: That's awesome. And that's the power of having a really good CTO on our end.