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David Myszewski

Mar 13, 2026

14:10
And then here's how we applied that to the product's
14:13
design.
14:14
Yeah, I can give you an example where we use both qualitative and quantitative data to make a really good decision.
14:20
So a great example of this is the cash account.
14:24
We originally offered the ability to link your accounts so that you can see your entire net worth picture, how much you have at your bank account, how much you have in your brokerages, your 401k, in addition to the Wealthfront accounts.
14:36
And we noticed a very curious thing when we were looking at the data, which is that our clients, while they had a lot invested in Wealthfront, they also had a ton of cash sitting around.
14:45
And in fact, the cash was earning next to nothing in their accounts.
17:23
How do you align really happy customers with the business performance that stakeholders want to see and want to see immediately? Like what does success look like as Wealthfront defines it?

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