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Hello and welcome to DTC Podcast I’m Eric Dyck

Today we’re transacting with Harry Hothi, Senior Product Marketing Manager at Wealthsimple, one of Canada’s largest and fastest growing investment management software tools with over $18B in funds under management.

Harry’s job is to onboard and educate new clients, introducing them to products like crypto trading, and more, to increase engagement and improve LTV.

With the bear market in full swing we’ll talk about the biggest risks and opportunities for products like Wealthsimple, including

  • multi-touch marketing for high education products
  • Finding the messaging that resonates with financial services brands
  • Growth strategy in times of upheaval….

Batten down the hatches and on with the show….

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