Meeting Title: Uttam-Kumaran’s-Personal-Meeting-Room Date: 2024-03-29 Meeting participants: Devon Drew, Uttam Kumaran
WEBVTT
1 00:00:39.620 ⇒ 00:00:40.330 Uttam Kumaran: Yo.
2 00:00:41.190 ⇒ 00:00:42.060 Surfield Thomas, Jr.: What’s good? Are you.
3 00:00:42.430 ⇒ 00:00:43.470 Uttam Kumaran: Hey?
4 00:00:46.390 ⇒ 00:00:48.520 Uttam Kumaran: Exciting thing to show today. Dude.
5 00:00:48.520 ⇒ 00:00:57.960 Surfield Thomas, Jr.: Awesome. I was supposed to have something exciting, but we were just demoing it and didn’t work, so we’re back at the drawing board, but it should be working a little bit later. Today
6 00:00:58.130 ⇒ 00:00:59.549 Surfield Thomas, Jr.: we got the
7 00:00:59.810 ⇒ 00:01:01.070 Surfield Thomas, Jr.: the
8 00:01:01.690 ⇒ 00:01:07.379 Surfield Thomas, Jr.: the sheet where we can upload any sort of Csv data.
9 00:01:07.500 ⇒ 00:01:14.159 Surfield Thomas, Jr.: So we got that capability. So I’m going to be going through all of the Csv’s Devon has ever sent, and just re uploading all of that shit.
10 00:01:15.020 ⇒ 00:01:16.286 Uttam Kumaran: Hmm, okay.
11 00:01:22.110 ⇒ 00:01:22.920 Surfield Thomas, Jr.: So
12 00:01:23.300 ⇒ 00:01:24.453 Surfield Thomas, Jr.: and then
13 00:01:25.400 ⇒ 00:01:34.559 Surfield Thomas, Jr.: one of the things I’m gonna be doing is so I’m gonna we’re gonna we’re gonna pull the plug. But it’s gonna cause, I guess a lot of changes in the data.
14 00:01:34.600 ⇒ 00:01:36.470 Surfield Thomas, Jr.: So I want to let you know
15 00:01:36.920 ⇒ 00:01:38.789 Surfield Thomas, Jr.: before we start doing it.
16 00:01:41.010 ⇒ 00:01:49.360 Surfield Thomas, Jr.: fundamentally, the way that we designed. The application in the first set was broken because we designed it with this idea of a 2 sided marketplace between
17 00:01:49.370 ⇒ 00:01:53.659 Surfield Thomas, Jr.: these 3 different types. And we keep finding out that like, this is really a sales tool.
18 00:01:53.780 ⇒ 00:01:55.609 Surfield Thomas, Jr.: And the problem is
19 00:01:55.920 ⇒ 00:01:57.919 Surfield Thomas, Jr.: when you think about a user
20 00:01:58.630 ⇒ 00:02:03.620 Surfield Thomas, Jr.: right, like a generic user for any sales enrichment tool. The data
21 00:02:03.870 ⇒ 00:02:07.009 Surfield Thomas, Jr.: schema is never going to be clean.
22 00:02:07.060 ⇒ 00:02:18.100 Surfield Thomas, Jr.: And every single time we walk into a conversation, someone needs another piece of data, which means we have to update the MoD update this update that. So it’s kind of silly. So I want to move us to a star schema
23 00:02:18.250 ⇒ 00:02:40.209 Surfield Thomas, Jr.: finally, like. And now it’s like I have to just to make the data make sense. So it’s basically going to be like cause, like, right now we don’t take in zip code, but people are like, we want zip code. So now I would have to just add it to the model. And it’s like we’re always going to be adding to profile. So I’m scrapping that whole thing. And it’s now just going to be like
24 00:02:40.550 ⇒ 00:02:58.870 Surfield Thomas, Jr.: cause like we’re also selling the idea of like, bring your own data, and we’ll just like make it magically work. And like, we can’t do that. So now it’s gonna be like, everything is just the data point. And then we’ll add a lot of categorization around it. So that we understand the meaning of the data point. But like, yeah.
25 00:02:59.150 ⇒ 00:03:02.879 Surfield Thomas, Jr.: So it’s gonna be much more flexible, much more rich.
26 00:03:04.900 ⇒ 00:03:07.880 Surfield Thomas, Jr.: So once we’re done with the Csv uploading thing.
27 00:03:07.900 ⇒ 00:03:10.520 Surfield Thomas, Jr.: then we’re gonna start working on that as the next test.
28 00:03:11.200 ⇒ 00:03:11.810 Uttam Kumaran: Okay.
29 00:03:16.360 ⇒ 00:03:17.446 Uttam Kumaran: okay, say.
30 00:03:18.430 ⇒ 00:03:18.995 Uttam Kumaran: 8.
31 00:03:19.560 ⇒ 00:03:20.310 Surfield Thomas, Jr.: Neat.
32 00:03:22.552 ⇒ 00:03:26.000 Uttam Kumaran: I’m waiting for dawn. But let’s see.
33 00:03:34.005 ⇒ 00:03:36.120 Surfield Thomas, Jr.: I don’t know what d is, but I guess
34 00:03:36.280 ⇒ 00:03:39.109 Surfield Thomas, Jr.: since you’re recording, you can start it. And then.
35 00:03:39.670 ⇒ 00:03:41.299 Surfield Thomas, Jr.: yeah, let’s see what.
36 00:03:43.080 ⇒ 00:03:44.170 Uttam Kumaran: And okay.
37 00:03:48.290 ⇒ 00:03:53.680 Uttam Kumaran: so we’re testing out this new product called rail.
38 00:03:55.100 ⇒ 00:03:59.023 Uttam Kumaran: Yeah, I think I I think I may have shown it to you or I sent it to you. Basically.
39 00:03:59.210 ⇒ 00:03:59.630 Surfield Thomas, Jr.: A large.
40 00:03:59.630 ⇒ 00:04:00.610 Uttam Kumaran: And originally
41 00:04:01.043 ⇒ 00:04:09.499 Uttam Kumaran: basically real, is based on this technology called Duct Tb duct, Tb, you could think of like a souped up sequel light. So like a in browser.
42 00:04:09.500 ⇒ 00:04:35.972 Uttam Kumaran: SQL, database. And what they do is they’re basically allow for like, really, really quick analysis on large data sets, basically in browser and so I created us an instance and just wanted to walk through some of the data. So this is our like web data, and I’m actually just gonna go and make sure that all this stuff is like that. This stuff is the latest.
43 00:04:49.050 ⇒ 00:04:50.420 Uttam Kumaran: Oh.
44 00:04:53.600 ⇒ 00:04:56.069 Uttam Kumaran: okay. So we have all this
45 00:04:56.100 ⇒ 00:04:57.720 Uttam Kumaran: web data
46 00:04:58.070 ⇒ 00:05:17.019 Uttam Kumaran: here. So basically, what this dashboard is allows you to do. We’ve set up simple measures and a bunch of dimensions. And it’s super easy to do things like comparison. For example, if I want to do a comparison between the time I can see
47 00:05:17.060 ⇒ 00:05:34.329 Uttam Kumaran: week over week changes really easily. If I want to do last 14 days. You could see basically 14 days over 14 days. What are the changes across all these also? Really great is, you can see deltas per dimension across key metrics.
48 00:05:34.620 ⇒ 00:05:39.006 Uttam Kumaran: And so basically, for example, if I’m like cool, I wanna look at just
49 00:05:39.410 ⇒ 00:05:43.630 Uttam Kumaran: North America, you could see how all the dimensions change.
50 00:05:43.700 ⇒ 00:06:01.089 Uttam Kumaran: And let’s say, I also want to look at just the New York related events. You can see kind of all the different, basically like page views that happened records, sessions that happened just off like one or 2 clicks. So it makes it really easy to actually explore the data.
51 00:06:01.606 ⇒ 00:06:05.420 Uttam Kumaran: Basically have all the information on, like the refer, the time
52 00:06:05.830 ⇒ 00:06:15.079 Uttam Kumaran: postal codes everything on our event data. So we’re gonna continue to beat this up. Basically, it’s just a good way to show like, well, how are we trending over? Let’s say the last
53 00:06:16.630 ⇒ 00:06:18.980 Uttam Kumaran: Let’s say we want to do the last 4 weeks.
54 00:06:19.080 ⇒ 00:06:21.640 Uttam Kumaran: and we wanna just show
55 00:06:22.235 ⇒ 00:06:48.814 Uttam Kumaran: period over period. However, trending, we can see that like, okay, cool over the last 4 weeks last month before the before we’re up 9% on total records. But, like our sessions are down, our page views are helped, though, and you can kind of quickly do this analysis without having me to be in the loop of like setting up dashboard and things like that. So I think this is a really good like operational headquarters for Devon to kind of like, see all the data, basically.
56 00:06:49.310 ⇒ 00:06:59.210 Uttam Kumaran: so that’s kind of like what I wanted to share a little bit about the other thing that we were working on was for all users.
57 00:06:59.610 ⇒ 00:07:16.539 Uttam Kumaran: So basically, you can walk in here and click on just basically look at cool for the last for all time. Here’s our user growth. Let’s just do like the last 4 weeks and see the big spikes, new users. But you see, there’s like couple of users getting having here and there. You can even just click on one of these.
58 00:07:16.540 ⇒ 00:07:29.659 Uttam Kumaran: And I think if you just you could just see in here. Who is the different user that was created? For example, let’s just look into this one. John H. Fan was created on 3 25. You can see all the information about him.
59 00:07:29.720 ⇒ 00:07:37.099 Uttam Kumaran: And you could basically see, like, okay, for the last 4 weeks, how many new users were created categories that they’re part of
60 00:07:37.140 ⇒ 00:07:44.139 Uttam Kumaran: things like that. I think the one thing that you mentioned is these new users are flagged as like the imports.
61 00:07:44.210 ⇒ 00:07:58.470 Uttam Kumaran: So that’s one thing that I want to add. So we can filter that out of the data. So it looks clean. But basically, again, just a really easy way for Devon to kind of go through and explore this data. And also, I think this is like awesome to pull up in a meeting and to kind of share, like
62 00:07:58.720 ⇒ 00:08:01.670 Uttam Kumaran: the sophistication of the data basically. So.
63 00:08:03.505 ⇒ 00:08:07.630 Surfield Thomas, Jr.: Agreed. He’s definitely gonna need a run through of this.
64 00:08:07.630 ⇒ 00:08:08.249 Uttam Kumaran: Gotta use it.
65 00:08:08.250 ⇒ 00:08:10.490 Surfield Thomas, Jr.: Super powerful. So he’s good. Yeah.
66 00:08:10.490 ⇒ 00:08:11.769 Uttam Kumaran: Kind of nice, but like.
67 00:08:11.770 ⇒ 00:08:16.769 Surfield Thomas, Jr.: Like, wh what are the layouts? What to kinda say. Cause this is kinda this is kinda crazy.
68 00:08:17.260 ⇒ 00:08:32.050 Uttam Kumaran: It’s kinda nuts. Dude. It’s also all as code. So none of this is drag and drop. All of this is save and version control in a repo and it’s really nice, like you can quickly look at
69 00:08:34.059 ⇒ 00:08:42.037 Uttam Kumaran: can quickly just look at things like, okay, what percentage of of what percentage of page views are going to which which?
70 00:08:42.409 ⇒ 00:08:53.570 Uttam Kumaran: which event type which URL, like search versus the profiles you could see, Scott Christian is getting a lot of different views. Yeah, basically, it’s like a lot of stuff like that.
71 00:08:58.290 ⇒ 00:08:59.250 Uttam Kumaran: So yeah.
72 00:08:59.250 ⇒ 00:08:59.880 Surfield Thomas, Jr.: It is.
73 00:08:59.880 ⇒ 00:09:04.909 Uttam Kumaran: It’s kind of we can set up alerts and all types of stuff. But I basically just wanted to share that.
74 00:09:04.990 ⇒ 00:09:08.639 Uttam Kumaran: And I think, he said. He’s gonna join in just a sec. But
75 00:09:09.570 ⇒ 00:09:11.189 Surfield Thomas, Jr.: We didn’t even take the time.
76 00:09:11.860 ⇒ 00:09:13.220 Surfield Thomas, Jr.: After remaining. Yeah.
77 00:09:13.220 ⇒ 00:09:21.870 Uttam Kumaran: That’s been the latest dude. I just, I think like light dash is good for some more static or monthly reports, but I really think like.
78 00:09:21.870 ⇒ 00:09:22.480 Surfield Thomas, Jr.: For the.
79 00:09:22.480 ⇒ 00:09:24.880 Uttam Kumaran: Day to day. This is like a much better option.
80 00:09:26.600 ⇒ 00:09:28.320 Surfield Thomas, Jr.: Okay.
81 00:09:30.040 ⇒ 00:09:30.790 Uttam Kumaran: Yeah.
82 00:09:32.080 ⇒ 00:09:32.570 Surfield Thomas, Jr.: Even what.
83 00:09:32.660 ⇒ 00:09:33.310 Uttam Kumaran: Yeah.
84 00:09:33.310 ⇒ 00:09:34.790 Surfield Thomas, Jr.: Alright, cool work for me.
85 00:09:36.340 ⇒ 00:09:40.210 Uttam Kumaran: Cool. So I think he’s gonna join in just a sec. So let’s see.
86 00:09:41.190 ⇒ 00:09:42.989 Surfield Thomas, Jr.: Cool. Yeah, I think you should give a run through.
87 00:09:43.470 ⇒ 00:09:44.150 Uttam Kumaran: Quote
88 00:10:15.210 ⇒ 00:10:16.000 Uttam Kumaran: being.
89 00:11:02.250 ⇒ 00:11:03.940 Uttam Kumaran: what’s your role.
90 00:11:39.130 ⇒ 00:11:43.129 Surfield Thomas, Jr.: Yeah, so a lot of data coming your way. And then a lot of data transformation coming next.
91 00:11:45.370 ⇒ 00:11:49.899 Surfield Thomas, Jr.: yeah, so like, so we’re basically moving utam to the
92 00:11:50.020 ⇒ 00:11:52.800 Surfield Thomas, Jr.: wealth theme kind of model
93 00:11:52.950 ⇒ 00:11:56.559 Surfield Thomas, Jr.: where it’s just like a data dump of all the data on one page.
94 00:11:57.785 ⇒ 00:11:58.320 Surfield Thomas, Jr.: Yeah.
95 00:11:58.320 ⇒ 00:11:58.950 Uttam Kumaran: Cool.
96 00:11:59.207 ⇒ 00:12:02.559 Surfield Thomas, Jr.: Where all the data is just a data dump on the one page.
97 00:12:02.965 ⇒ 00:12:08.880 Surfield Thomas, Jr.: and then they can analyze the data. And then we’re gonna use like, Chat Gbt, to be able to like.
98 00:12:09.160 ⇒ 00:12:11.870 Surfield Thomas, Jr.: scrape the data real time and allow them to ask questions.
99 00:12:12.280 ⇒ 00:12:12.950 Surfield Thomas, Jr.: Okay.
100 00:12:14.890 ⇒ 00:12:16.520 Devon Drew: This is kind of sexy.
101 00:12:19.183 ⇒ 00:12:20.160 Uttam Kumaran: So
102 00:12:20.190 ⇒ 00:12:23.949 Uttam Kumaran: basically wanted to demo a new tool
103 00:12:23.970 ⇒ 00:12:30.039 Uttam Kumaran: that like, I just kind of like learned about in the past month. But it’s kind of like
104 00:12:30.570 ⇒ 00:12:46.199 Uttam Kumaran: it’s better than light dash in a lot of ways, for like your day to day, just like wanted to see the whole business. I think light dash is probably helpful for more like monthly or larger, and has like better charting. But basically it’s like
105 00:12:46.260 ⇒ 00:13:02.959 Uttam Kumaran: I, there’s this tool called real. Basically, I’ve loaded in all of our data on users and the site. So we can look at the web data. For example, basically, you can log in here, and you have a ton of functionality to provide out of the box without having to.
106 00:13:03.060 ⇒ 00:13:22.879 Uttam Kumaran: without having to wait for me to kind of do a lot of this stuff. Which I think is the best option. Basically, you log in here. We have set up a couple of different measures. So sessions, users page views and clicks right on the right. Here you see all of our dimensions, which is basically like browser device. What the URL, they’re on
107 00:13:23.471 ⇒ 00:13:29.369 Uttam Kumaran: the city continent country code, postal code like the city name
108 00:13:29.490 ⇒ 00:13:47.220 Uttam Kumaran: things about the path that they’re going to. Some of these now start to clean out. But basically what you can do is you can say, cool. I wanna look at everybody in Houston, and you can quickly see the Urls that they were using. So I think it’s probably your profile, and
109 00:13:47.220 ⇒ 00:14:00.780 Uttam Kumaran: couple of other people like Charlie could see that these are profiles that were clicked on by people in Houston. And you can quickly just see all your dimensions, Shane. So basically understanding where those users are coming from all the sessions.
110 00:14:00.790 ⇒ 00:14:07.340 Uttam Kumaran: So another example, I wanted to show is like, let’s say, we want to just look at this is our
111 00:14:08.108 ⇒ 00:14:33.870 Uttam Kumaran: last 7 days. But we also want, let’s say we wanna look at the last 4 weeks, and then let’s say we also want to do comparison by time. Right? If you click, you hit that, you can now be able to see a 4 week over 4 week comparison, right? Live right here. So basically, you can see April March ninth kind of like a stripe dashboard. Basically.
112 00:14:33.870 ⇒ 00:15:01.200 Uttam Kumaran: So if you were to be like, Hey, what’s our growth? 4 weeks or 4 weeks? All that data is super cleanly here. And if you hover, you can kind of see the differences really, really, easily. The nicest thing about this is that you can click and basically have everything filter to dimensions really quickly. So let’s say we wanna go from nothing to like 4 week over 4 week changes in let’s say we wanna look at
113 00:15:01.880 ⇒ 00:15:03.199 Uttam Kumaran: New York.
114 00:15:03.400 ⇒ 00:15:19.070 Uttam Kumaran: So this is our like, 4 week over 4 week graph of like users in New York. And so you could see what they’re clicking on the cities that they’re coming. From. Which postal codes. I’m also gonna add here, like which you which users are actually
115 00:15:19.130 ⇒ 00:15:22.099 Uttam Kumaran: clicking because I have the user ids here. I just don’t have their
116 00:15:22.260 ⇒ 00:15:27.579 Uttam Kumaran: names, but you can see like, which user ids are part of this total cohort. So
117 00:15:27.710 ⇒ 00:15:32.929 Uttam Kumaran: it’s a little bit of a lot to take in right now. But basically what, Devon, you should just come in here and click
118 00:15:32.960 ⇒ 00:15:34.400 Uttam Kumaran: a ton of shared
119 00:15:34.470 ⇒ 00:15:52.170 Uttam Kumaran: and just play around. I think this is all gonna be a lot easier to do than light dash for just like basic understanding of like, what are all the sessions. And what are people doing on the site? We have things like just overall clicks right now. But I wanna change this to show clicks on like
120 00:15:52.630 ⇒ 00:16:10.080 Uttam Kumaran: profile clicks versus different buttons. But you can kind of see, for example, all the search. This is like all the events for search filter changes. You can kind of see how that’s changing over time. You know where these events are coming from. Things like that. The other thing that we did is, we also loaded in
121 00:16:10.280 ⇒ 00:16:11.690 Uttam Kumaran: the user data.
122 00:16:11.760 ⇒ 00:16:26.920 Uttam Kumaran: So basically, we can see all the the user data for the past. You know, past year. Let’s just do like last 4 weeks. The the problem here, what we’re doing is we have a huge load of data.
123 00:16:27.252 ⇒ 00:16:45.380 Uttam Kumaran: That is like all imported in so Surf and I are working on how to filter this out. But basically you can click in here and just see all the users that were created again, the States that they’re from their emails. I think this is all just mainly like when they were created. But I think if we go
124 00:16:45.720 ⇒ 00:16:48.285 Uttam Kumaran: previous quarter complete.
125 00:16:49.270 ⇒ 00:16:51.900 Uttam Kumaran: Yeah. So this is like, just for the last quarter.
126 00:16:51.920 ⇒ 00:16:53.729 Uttam Kumaran: you can basically see
127 00:16:54.121 ⇒ 00:16:57.369 Uttam Kumaran: who was created the roles. They were part of
128 00:16:57.380 ⇒ 00:17:08.909 Uttam Kumaran: their profiles where states they’re from the Au Ms, and so basically, you can say quickly, I want to filter for people with this Au M, and you could see that these are all the different folks that kind of
129 00:17:09.310 ⇒ 00:17:26.989 Uttam Kumaran: are in that category, and these are folks that were created in this period of time. So you can quickly be like cool. I just clicked on that 50 to 100 am. Here are the people, and here are their account sizes. I want to know where they’re from. You could go down and see, like Pickle, New York and Florida. These are
130 00:17:27.180 ⇒ 00:17:28.959 Uttam Kumaran: basically how that all sums up
131 00:17:29.160 ⇒ 00:17:43.039 Uttam Kumaran: all the stuff based on like assis, interested in sexual orientation accreditation. So you can pretty much see the account size next to all of these different dimensions. So you can see the account sizes. Next to the different accreditations, count sizes next to the area.
132 00:17:43.040 ⇒ 00:17:46.129 Devon Drew: Man. This, yeah, this is this is, this is looking good.
133 00:17:47.770 ⇒ 00:17:56.489 Uttam Kumaran: And then the thing that’s talk about some of these, we have these lists for diversity and lists for areas expertise gonna start to like parse this out. But
134 00:17:56.500 ⇒ 00:18:06.250 Uttam Kumaran: again, if you want to just show like, Hey, in 2 s, we could find out how much value is attributed to any of our dimensions that you have in your profile.
135 00:18:07.600 ⇒ 00:18:09.480 Uttam Kumaran: you know, faith like
136 00:18:09.920 ⇒ 00:18:16.370 Uttam Kumaran: client income. So that’s what I love about. This tool is like. You can quickly, quickly. See all that data.
137 00:18:16.826 ⇒ 00:18:21.130 Uttam Kumaran: and how all that data is kind of attributed. If I get rid of this.
138 00:18:21.270 ⇒ 00:18:23.549 Uttam Kumaran: let’s just select all
139 00:18:28.890 ⇒ 00:18:49.809 Uttam Kumaran: like. For example, you can see how much is attributed to fidelity versus purchasing like for the custodians. All the descriptions are here again, a lot. The problem we’re having with the data. Is that a lot of shit is empty? So that’s gonna come out really strong. And what you’re seeing here. But still, I think.
140 00:18:51.230 ⇒ 00:18:57.279 Uttam Kumaran: again, you can see, like total account sizes mapped by the job titles that people gave us.
141 00:18:57.410 ⇒ 00:18:59.929 Uttam Kumaran: I mean, even this table is pretty is pretty dull.
142 00:19:02.480 ⇒ 00:19:10.019 Uttam Kumaran: so you could see how many users are CEO versus financial advisors, and how much account size is attributed to each category
143 00:19:10.700 ⇒ 00:19:12.800 Uttam Kumaran: in like 5 s.
144 00:19:17.130 ⇒ 00:19:23.090 Uttam Kumaran: So my ask is for you to just like mess around in here. And I’m gonna keep adding some more stuff.
145 00:19:23.100 ⇒ 00:19:26.629 Uttam Kumaran: But the key points of feedback that’d be great is one.
146 00:19:27.249 ⇒ 00:19:32.199 Uttam Kumaran: What other measures we want to see here. I’ve only added new users and account size.
147 00:19:32.230 ⇒ 00:19:33.589 Uttam Kumaran: but we can add
148 00:19:34.010 ⇒ 00:19:36.380 Uttam Kumaran: a ton of other users, a ton of other measures.
149 00:19:36.380 ⇒ 00:19:42.109 Devon Drew: What in the what is what is this? Was this like the the main view, or.
150 00:19:42.390 ⇒ 00:19:47.650 Uttam Kumaran: This is. So there’s 2 views there’s like you could just when you go to ask like, you’re just gonna see these 2 dashboards.
151 00:19:48.323 ⇒ 00:19:58.869 Uttam Kumaran: I could have these email to you and things like that. I don’t. There’s alerts and stuff we can do. But basically you could just come in here and click web data, and you get put in right here.
152 00:20:03.840 ⇒ 00:20:08.521 Uttam Kumaran: So I think you should. You should have gotten an email to log in
153 00:20:10.880 ⇒ 00:20:21.280 Uttam Kumaran: But again, I kind of my goal was like, Okay, how can I increase like the speed of which you can just keep doing it now like this sort of point and click analysis without having to go in light dash and have, like.
154 00:20:21.510 ⇒ 00:20:23.890 Uttam Kumaran: you know, just days and days of back and forth.
155 00:20:24.551 ⇒ 00:20:34.500 Uttam Kumaran: I think there’s still like a use for light dash, for, like larger for one, we have the embedded stuff there for customers, and we have, like some of our larger reports. But
156 00:20:35.070 ⇒ 00:20:37.489 Uttam Kumaran: I think this is gonna be great. Just for like
157 00:20:38.310 ⇒ 00:20:40.620 Uttam Kumaran: operationally like, what’s going on.
158 00:20:40.620 ⇒ 00:20:44.279 Devon Drew: So what what are you thinking about being being able to
159 00:20:44.720 ⇒ 00:20:47.289 Devon Drew: like on the analytics dashboard
160 00:20:49.540 ⇒ 00:20:51.839 Devon Drew: that we have like? What are you thinking? There.
161 00:20:53.450 ⇒ 00:20:56.950 Uttam Kumaran: For the one that’s that’s customer facing.
162 00:20:57.270 ⇒ 00:20:57.990 Devon Drew: Yeah.
163 00:20:59.440 ⇒ 00:21:05.770 Uttam Kumaran: I mean, it’s as it exists. Now, I think I want, I wanna I wanna look at how many people are clicking on that
164 00:21:05.800 ⇒ 00:21:08.300 Uttam Kumaran: analytics thing. But basically.
165 00:21:08.400 ⇒ 00:21:09.900 Uttam Kumaran: I think this.
166 00:21:10.330 ⇒ 00:21:15.220 Uttam Kumaran: I don’t know if we should put this in front of a customer because it’s kind of like a little bit.
167 00:21:15.580 ⇒ 00:21:23.169 Uttam Kumaran: It’s like kinda like, too operational. It’s just pretty much like I. But I think the one the thing we do have in front of
168 00:21:23.220 ⇒ 00:21:25.459 Uttam Kumaran: their clients, which is.
169 00:21:25.960 ⇒ 00:21:26.770 Uttam Kumaran: Aye
170 00:21:27.100 ⇒ 00:21:28.810 Uttam Kumaran: see if it loads.
171 00:21:32.980 ⇒ 00:21:35.070 Uttam Kumaran: which is
172 00:21:35.813 ⇒ 00:21:37.880 Uttam Kumaran: like. This is the example.
173 00:21:38.100 ⇒ 00:21:41.829 Uttam Kumaran: So this is what goes in front of clients right now.
174 00:21:43.260 ⇒ 00:21:45.069 Uttam Kumaran: It’s just these 6.
175 00:21:45.070 ⇒ 00:21:46.998 Devon Drew: The the only problem with the
176 00:21:47.940 ⇒ 00:21:52.130 Devon Drew: They they’re gonna wanna be able to click and actually see who did it.
177 00:21:52.580 ⇒ 00:21:54.450 Devon Drew: So, for instance, if you scroll up.
178 00:21:54.910 ⇒ 00:21:56.280 Devon Drew: if you scroll up.
179 00:21:56.860 ⇒ 00:22:04.511 Uttam Kumaran: You wanna know who’s part of this? Yeah. So that’s like part of like we, we talked about adding the users that
180 00:22:05.310 ⇒ 00:22:06.900 Uttam Kumaran: the users that clicked
181 00:22:07.010 ⇒ 00:22:11.220 Uttam Kumaran: the users that looked at your profile, basically. So that’s on the to do list
182 00:22:11.781 ⇒ 00:22:16.870 Uttam Kumaran: and then we also talked about adding stuff about your profile so like.
183 00:22:16.950 ⇒ 00:22:23.530 Uttam Kumaran: how does, what’s your affinity score? What’s your percent of profile completed things like that?
184 00:22:23.550 ⇒ 00:22:27.520 Uttam Kumaran: I just thought I wanted to get you that real stuff, because
185 00:22:28.300 ⇒ 00:22:33.940 Uttam Kumaran: I know you’re talking to folks. So I wanna just be like, yeah, you could click in here and see everything.
186 00:22:35.340 ⇒ 00:22:39.499 Uttam Kumaran: and then we’ll continue working on the user facing dashboards.
187 00:22:40.760 ⇒ 00:22:56.341 Surfield Thomas, Jr.: Yeah, I I I also wanted to think, Devon, about how much we really wanna spend, even on the analytics page, like when we think about it. Who is the client? Especially as we move now to like this lead kind of selling engine, right? Like
188 00:22:56.840 ⇒ 00:22:59.959 Surfield Thomas, Jr.: the piece of
189 00:22:59.970 ⇒ 00:23:02.059 Surfield Thomas, Jr.: who kind of sees what
190 00:23:02.070 ⇒ 00:23:03.779 Surfield Thomas, Jr.: might be changing
191 00:23:04.365 ⇒ 00:23:08.980 Surfield Thomas, Jr.: right cause. Then you have, like, you have high level analytics of like
192 00:23:09.200 ⇒ 00:23:17.169 Surfield Thomas, Jr.: who’s taking actions at the platform level, and then what users are doing. But that seems like that. Data is gonna be more
193 00:23:17.370 ⇒ 00:23:26.490 Surfield Thomas, Jr.: sold to the highest bidder. Then show you your own, because the concept of your own actually might change
194 00:23:26.730 ⇒ 00:23:28.360 Surfield Thomas, Jr.: re upgrade to our smartphone.
195 00:23:28.360 ⇒ 00:23:28.790 Devon Drew: Yeah.
196 00:23:28.790 ⇒ 00:23:31.740 Surfield Thomas, Jr.: Like, like, well, yeah, she does that.
197 00:23:31.980 ⇒ 00:23:34.450 Devon Drew: I was gonna say, and and and yeah, and like.
198 00:23:34.730 ⇒ 00:23:38.970 Devon Drew: we’ll do what we need to determine. And we don’t have enough data to determine, yet
199 00:23:39.321 ⇒ 00:23:44.459 Devon Drew: is where people are spending their time, or where people see value through the value chain
200 00:23:45.152 ⇒ 00:23:48.977 Devon Drew: and that will help us even determine with pricing right
201 00:23:49.690 ⇒ 00:23:58.670 Devon Drew: and determine where we put our. You know where we put our efforts. What I would say from a customer retention the customer success.
202 00:23:59.890 ⇒ 00:24:06.410 Devon Drew: It’s very helpful to have allow people to see where like, who’s looking at them. Right? That’s like perceived value.
203 00:24:06.770 ⇒ 00:24:07.856 Devon Drew: Right? So.
204 00:24:08.765 ⇒ 00:24:13.539 Devon Drew: yeah, I want them to have, you know, you know, lead Gen. And all that stuff. But like.
205 00:24:13.540 ⇒ 00:24:14.050 Surfield Thomas, Jr.: That’s all.
206 00:24:14.050 ⇒ 00:24:19.090 Devon Drew: It saves us money in the long term, having to have.
207 00:24:19.550 ⇒ 00:24:20.100 Surfield Thomas, Jr.: Let’s see.
208 00:24:20.100 ⇒ 00:24:23.972 Devon Drew: Quarterly check ins or monthly check ins because they they’re going to see
209 00:24:24.655 ⇒ 00:24:31.534 Devon Drew: exactly what’s up. They’re gonna see who’s looking at their stuff. If they, you know, like, if they have that tier or not. Right. So.
210 00:24:33.760 ⇒ 00:24:36.360 Surfield Thomas, Jr.: Yeah, I think I think again. And I think that
211 00:24:36.660 ⇒ 00:24:44.229 Surfield Thomas, Jr.: it’s interesting. And I think because of what you said, that allows us to be really particular and bespoke about it right? Because, like.
212 00:24:44.230 ⇒ 00:24:44.880 Devon Drew: Right.
213 00:24:44.880 ⇒ 00:24:52.680 Surfield Thomas, Jr.: Giving it to everybody is different than giving somebody something bespoke, and if you pay for it we’ll make it bespoke, I think.
214 00:24:53.050 ⇒ 00:24:53.890 Surfield Thomas, Jr.: Are you telling my friend.
215 00:24:53.890 ⇒ 00:24:55.249 Devon Drew: Premium model or not.
216 00:24:55.250 ⇒ 00:24:59.100 Surfield Thomas, Jr.: Well, well, I’m talking about just general, right? Like, let’s think about like
217 00:24:59.320 ⇒ 00:25:05.060 Surfield Thomas, Jr.: the platform that we’re pulling data from right now, right like catalyzes wealth feed. There’s no analytics there.
218 00:25:05.390 ⇒ 00:25:10.470 Surfield Thomas, Jr.: They sell one thing, and they sell one thing perfectly. I guarantee they have a shit ton of analytics.
219 00:25:10.670 ⇒ 00:25:24.050 Surfield Thomas, Jr.: If you wanted to buy it, I guarantee they would make up pricing and say, Here’s the analytics for this number, and I think that’s the model we should move to versus a everything always exists, model.
220 00:25:24.190 ⇒ 00:25:24.960 Devon Drew: Oh, absolutely!
221 00:25:24.960 ⇒ 00:25:29.621 Surfield Thomas, Jr.: Yeah, because the definition hasn’t even been like sought out. Really, right? Like.
222 00:25:29.980 ⇒ 00:25:31.040 Devon Drew: Like, we don’t have enough.
223 00:25:31.683 ⇒ 00:25:37.690 Devon Drew: We don’t have enough data to cause. We don’t have enough data yet to say definitively, this or this. Right now, I.
224 00:25:37.690 ⇒ 00:25:38.450 Surfield Thomas, Jr.: And that.
225 00:25:38.450 ⇒ 00:25:50.729 Devon Drew: I I I believe what you’re saying. I I believe when I’m starting. What? So, for instance, I’ve had 3 conversations today, and and we’re in contract and 2 already, right? So we have a 66% close rate today alone.
226 00:25:51.638 ⇒ 00:25:56.569 Devon Drew: That is, you know, 20,000 in revenue that we just created today.
227 00:25:56.600 ⇒ 00:25:57.760 Devon Drew: And
228 00:25:58.660 ⇒ 00:26:05.159 Devon Drew: and it was, Hey, you get as a first mover advantage. You get a you get access to
229 00:26:05.810 ⇒ 00:26:08.080 Devon Drew: all of this right?
230 00:26:08.700 ⇒ 00:26:16.630 Devon Drew: And I said, I’ll throw you a webinar, too, which is like just just just we just obviously need to ramp up users and paying users
231 00:26:18.160 ⇒ 00:26:19.549 Devon Drew: but and I and.
232 00:26:19.550 ⇒ 00:26:30.329 Surfield Thomas, Jr.: Here’s actually my play for that one, right? Like, if we offered them analytics, right? We could literally have a like when they log in a link when they click it, if it opens to here.
233 00:26:30.460 ⇒ 00:26:33.649 Surfield Thomas, Jr.: and they can get to see all of the analytics right?
234 00:26:33.900 ⇒ 00:26:40.339 Surfield Thomas, Jr.: Which is like interesting and crazy as an idea. But it’s very, very low lift for us.
235 00:26:40.637 ⇒ 00:26:46.820 Surfield Thomas, Jr.: because the question is like giving them analytics actually means, what? Who is actually the user? And what are they going to be looking for.
236 00:26:48.600 ⇒ 00:27:03.790 Devon Drew: Right? So when you start thinking about pricing, it could be 10 k, you just get access to the platform. 15 K, you get platform plus analytics, 25 K, you get you get platform plus analytics plus lead. Gen.
237 00:27:03.890 ⇒ 00:27:15.189 Devon Drew: right? And like, you just have it, you know, really, really streamlined like that more to come. Obviously. But I like I like the direction of this. We’re gonna have to do a lot more.
238 00:27:15.827 ⇒ 00:27:17.499 Devon Drew: A lot more.
239 00:27:17.500 ⇒ 00:27:30.860 Surfield Thomas, Jr.: And I actually think it gets us much on more online to an easier build. And the thing that Goldman wanted right was like they wanna see who’s looking at their competitors. If you pay like, we’ll give you all that analytics
240 00:27:31.000 ⇒ 00:27:47.080 Surfield Thomas, Jr.: cause at the end of the day. We’re just the data provider. Right? We provide you leads or we provide you leads and analytics. So you will. You won’t really be able to see who’s looking at you from the context of you, you’ll be able to see who’s looking at leads that are associated with your company.
241 00:27:47.170 ⇒ 00:27:50.940 Surfield Thomas, Jr.: But you can do that for every single company. So now you’ll actually be able to analyze.
242 00:27:50.940 ⇒ 00:27:51.660 Uttam Kumaran: Girl.
243 00:27:51.960 ⇒ 00:27:55.859 Surfield Thomas, Jr.: Traffic going to your competitors. Because again, we’re just providing you with data.
244 00:27:58.040 ⇒ 00:28:00.009 Devon Drew: That actually could be a good feature.
245 00:28:00.010 ⇒ 00:28:00.940 Surfield Thomas, Jr.: Bingo!
246 00:28:00.940 ⇒ 00:28:02.009 Devon Drew: Hold on! Traffic.
247 00:28:02.010 ⇒ 00:28:05.189 Surfield Thomas, Jr.: Yeah, yeah, I’m trying to actually back us. Oh, cause, like.
248 00:28:05.470 ⇒ 00:28:11.250 Surfield Thomas, Jr.: fundamentally, I told this to Utam, I’m going to be changing the dot, the the the data model.
249 00:28:11.350 ⇒ 00:28:16.129 Surfield Thomas, Jr.: because, like, fundamentally, what we built first was very geared around like
250 00:28:16.320 ⇒ 00:28:20.509 Surfield Thomas, Jr.: the world of a tri-sided network. Right?
251 00:28:20.530 ⇒ 00:28:23.000 Surfield Thomas, Jr.: So the data model is too harsh.
252 00:28:23.230 ⇒ 00:28:26.940 Surfield Thomas, Jr.: Yeah, it’s like like, like you, you were like, could I add, Zip codes?
253 00:28:27.070 ⇒ 00:28:40.219 Surfield Thomas, Jr.: Yeah, but it’s very, very hard to do, because I have to change a bunch of shit to get zip codes into the system. It needs to be more free form because all of the data that we get back on the users is always different.
254 00:28:40.650 ⇒ 00:29:00.919 Surfield Thomas, Jr.: So we need a model to where you give me data, and I can just dump it into the system. And then we can figure out how to analyze it later. Right? Get it into the AI models, get it into analytics, all of those things. And that term that transformation breaks away all of this shit about a wealth manager or asset manager like again, cause that’s minutia
255 00:29:01.140 ⇒ 00:29:08.320 Surfield Thomas, Jr.: right? It’s really we have this lead, which is a person. What is all the data I can find about this person and then centralize it
256 00:29:09.080 ⇒ 00:29:11.790 Surfield Thomas, Jr.: and then learn from it and then analyze it.
257 00:29:12.626 ⇒ 00:29:19.020 Surfield Thomas, Jr.: So we’re going to be shifting into that model which will make it so that anytime you give me a Csv, I can just dump the data
258 00:29:19.651 ⇒ 00:29:21.460 Surfield Thomas, Jr.: without even thinking about it.
259 00:29:22.270 ⇒ 00:29:30.390 Surfield Thomas, Jr.: which is gonna unlock a lot more speed. And I think a lot more potentials from what we’re going to be able to do with the data.
260 00:29:30.920 ⇒ 00:29:32.399 Surfield Thomas, Jr.: Think I’ll send one.
261 00:29:33.172 ⇒ 00:29:37.427 Surfield Thomas, Jr.: So yeah, she’s gonna get start talking real crazy.
262 00:29:38.410 ⇒ 00:29:40.039 Devon Drew: Yeah, I mean, and and it’s
263 00:29:40.340 ⇒ 00:29:46.490 Devon Drew: taking us time to get to this point. But you know, this is gonna start, it’s gonna start moving with speed.
264 00:29:46.490 ⇒ 00:29:48.500 Surfield Thomas, Jr.: Yep, yep, yep, yep. Yep.
265 00:29:50.720 ⇒ 00:30:05.789 Surfield Thomas, Jr.: Yeah. I think I think, just like, how? How? Cause? Again, I’m looking at the welfare model. And I’m like, okay, cool. Right? It’s like, when we log in as Utam right now. And wealth feed, we’re a user. And we’re looking potentially at leads, which are profiles. Right? So there’s 2 things are actually detached.
266 00:30:06.430 ⇒ 00:30:24.130 Surfield Thomas, Jr.: Right? We need a light understanding of who the user is. So we’ll ask them things like, What do you work? What do you do? That sort of stuff right for our data, so that as we track them through the system, we know who they are, who they represent and what they’re doing. But then the actual underlying profile won’t be theirs. It will be data that we aggregated.
267 00:30:24.160 ⇒ 00:30:27.259 Surfield Thomas, Jr.: Maybe there is a world we allow them to like
268 00:30:27.390 ⇒ 00:30:33.380 Surfield Thomas, Jr.: that’s going back to the old model, claim their profile. But that then conflates the model right? It’s like.
269 00:30:33.910 ⇒ 00:30:52.820 Surfield Thomas, Jr.: Data that we find with data that they have the ability to change right? But maybe it’s a world where it’s like we even separate that schema right where it’s like data that we found plus data that they added so that we can show the differentiations. And maybe that face an even richer data set
270 00:30:53.320 ⇒ 00:30:56.600 Surfield Thomas, Jr.: right? It’s like now. Now everything becomes composable.
271 00:30:57.150 ⇒ 00:30:57.740 Surfield Thomas, Jr.: Paul.
272 00:30:57.740 ⇒ 00:30:58.510 Devon Drew: No, I like it.
273 00:30:58.510 ⇒ 00:30:59.280 Surfield Thomas, Jr.: This. Isn’t that new.
274 00:30:59.280 ⇒ 00:30:59.920 Devon Drew: Syllable.
275 00:31:00.150 ⇒ 00:31:01.720 Surfield Thomas, Jr.: Exactly! Bingo! Bingo!
276 00:31:02.590 ⇒ 00:31:03.460 Uttam Kumaran: So.
277 00:31:09.310 ⇒ 00:31:11.780 Devon Drew: Then it’s like, you start thinking about pricing. It’s like
278 00:31:12.200 ⇒ 00:31:14.099 Devon Drew: we’re price. Then pricing is like.
279 00:31:14.740 ⇒ 00:31:16.049 Devon Drew: you want our data.
280 00:31:16.050 ⇒ 00:31:16.999 Surfield Thomas, Jr.: And some pricing.
281 00:31:17.700 ⇒ 00:31:22.349 Surfield Thomas, Jr.: They call that dude randomly, and he charges them hundreds of thousands of dollars right.
282 00:31:22.660 ⇒ 00:31:23.490 Devon Drew: Which one.
283 00:31:23.860 ⇒ 00:31:24.550 Surfield Thomas, Jr.: Benson.
284 00:31:24.920 ⇒ 00:31:27.469 Devon Drew: Oh, man, it guys, yeah, just just yeah.
285 00:31:27.470 ⇒ 00:31:30.009 Surfield Thomas, Jr.: Yeah, you you have to tell Utam this story.
286 00:31:30.430 ⇒ 00:31:32.369 Surfield Thomas, Jr.: Yeah, yeah, that’s more.
287 00:31:32.370 ⇒ 00:31:33.830 Devon Drew: About his business.
288 00:31:33.830 ⇒ 00:31:34.600 Surfield Thomas, Jr.: Yeah.
289 00:31:35.700 ⇒ 00:31:39.700 Devon Drew: Do literally built the business. The the website is phensom.
290 00:31:39.700 ⇒ 00:31:40.290 Surfield Thomas, Jr.: Like she.
291 00:31:40.290 ⇒ 00:31:55.420 Devon Drew: You wanna talk about low overhead? He does essentially like all these. All these like financial publications, come to him or they, it’s like a hundred 25 different financial publications. They all publish their their articles on Fenceom.
292 00:31:55.480 ⇒ 00:31:57.539 Devon Drew: Now they have a hundred 25.
293 00:31:57.540 ⇒ 00:31:58.100 Uttam Kumaran: Can you spell.
294 00:31:58.100 ⇒ 00:32:00.399 Devon Drew: Publication, FINS.
295 00:32:00.893 ⇒ 00:32:11.890 Surfield Thomas, Jr.: Oh, Tom, this is shit we’ve been talking about like the low code. No code dude’s just making money in the corner. This dude has, like, basically no engineers. And he’s making 7.
296 00:32:11.890 ⇒ 00:32:14.290 Uttam Kumaran: I see it. Okay? So there’s some sort of like
297 00:32:14.740 ⇒ 00:32:16.133 Uttam Kumaran: content aggregator.
298 00:32:16.830 ⇒ 00:32:17.190 Devon Drew: Yeah, so.
299 00:32:17.190 ⇒ 00:32:18.960 Surfield Thomas, Jr.: Making these admin figures.
300 00:32:18.960 ⇒ 00:32:45.909 Devon Drew: He, he! He does that right, and then he has. He’s built an audience of like a hundred 25,000 advisors, and these advisors all go to the All go because there’s like some good content there. Then he’s able to measure all the clicks, all the different asset classes he’s able to package that together and then sell it to asset managers right to. And then he calls that behavioral intent. Then then he’s able to say, but if you want people that are looking at your site.
301 00:32:46.540 ⇒ 00:32:50.709 Devon Drew: that’s this price, right? He’s like, so then it’s like a double sided sales like we’re gonna sell you.
302 00:32:51.860 ⇒ 00:32:53.580 Devon Drew: Exactly who’s clicking on?
303 00:32:54.024 ⇒ 00:32:56.630 Devon Drew: You know exactly who’s looking on
304 00:32:57.025 ⇒ 00:33:01.390 Devon Drew: this. But then we’re gonna say, who’s exactly also looking at, you know.
305 00:33:01.390 ⇒ 00:33:03.279 Uttam Kumaran: I guess that, too.
306 00:33:03.280 ⇒ 00:33:08.518 Devon Drew: And we’re gonna package that together as lead. And he and he said, he’s at 7 million dollars in AR.
307 00:33:08.780 ⇒ 00:33:10.370 Surfield Thomas, Jr.: Phone, conferencing.
308 00:33:10.370 ⇒ 00:33:14.260 Devon Drew: 6.7 million in AR last year. Right? And.
309 00:33:14.650 ⇒ 00:33:15.830 Uttam Kumaran: Screw something with them.
310 00:33:15.830 ⇒ 00:33:18.020 Surfield Thomas, Jr.: Language, no pro.
311 00:33:18.590 ⇒ 00:33:18.970 Devon Drew: Worked.
312 00:33:18.970 ⇒ 00:33:19.980 Surfield Thomas, Jr.: Crazy.
313 00:33:19.980 ⇒ 00:33:28.180 Devon Drew: But what he said he doesn’t have, he says, since he wanted to stay lean. It’s like it’s like pretty much, only him.
314 00:33:28.890 ⇒ 00:33:32.977 Uttam Kumaran: Dude. Yeah, Halloween, it’s like that’s not. There’s nothing on the nothing on the bone.
315 00:33:33.250 ⇒ 00:33:39.299 Devon Drew: But but but so this guys out here making 7 million dollars just selling data selling like literally clicks.
316 00:33:39.670 ⇒ 00:33:40.090 Surfield Thomas, Jr.: Exposed.
317 00:33:40.090 ⇒ 00:33:54.979 Devon Drew: Right. But, he said, the toughest part is is actually onboarding and integrating. So every year that they’re renewing he’s been doing it for 10 years he has to physically go in and and and tie it all to like their salesforce.
318 00:33:55.050 ⇒ 00:33:58.660 Devon Drew: So he said, Hey, if you guys have the engineers.
319 00:33:58.980 ⇒ 00:33:59.440 Surfield Thomas, Jr.: He’s now.
320 00:33:59.440 ⇒ 00:34:06.940 Devon Drew: That could easily allow us to integrate in with salesforce, he said. I’ll just bake your fee into my price.
321 00:34:06.940 ⇒ 00:34:07.800 Surfield Thomas, Jr.: Special.
322 00:34:07.800 ⇒ 00:34:09.360 Devon Drew: It’ll be instant revenue for you.
323 00:34:09.360 ⇒ 00:34:09.960 Surfield Thomas, Jr.: For me.
324 00:34:12.010 ⇒ 00:34:13.109 Surfield Thomas, Jr.: and of course I don’t.
325 00:34:13.110 ⇒ 00:34:13.550 Uttam Kumaran: Yeah.
326 00:34:13.550 ⇒ 00:34:15.350 Surfield Thomas, Jr.: Talk about a plan, Tom.
327 00:34:15.350 ⇒ 00:34:17.919 Devon Drew: And of course I hit surf up, and he and like, before I could even.
328 00:34:17.920 ⇒ 00:34:18.510 Uttam Kumaran: Like, yeah.
329 00:34:18.638 ⇒ 00:34:19.150 Devon Drew: Mouth is like, yeah.
330 00:34:19.159 ⇒ 00:34:20.079 Uttam Kumaran: Definitely.
331 00:34:20.330 ⇒ 00:34:20.850 Devon Drew: Absolutely.
332 00:34:21.370 ⇒ 00:34:22.670 Uttam Kumaran: The easiest thing to do.
333 00:34:22.679 ⇒ 00:34:27.243 Surfield Thomas, Jr.: Utah get paid to build a salesforce integration. Come on.
334 00:34:27.699 ⇒ 00:34:31.739 Uttam Kumaran: That’s just that’s like the lowest hanging for possible.
335 00:34:31.739 ⇒ 00:34:32.429 Devon Drew: And and so.
336 00:34:32.429 ⇒ 00:34:39.779 Uttam Kumaran: I wonder, I wonder if we can. I wonder if we can see what his data package like? Looks like like how he sends that.
337 00:34:39.829 ⇒ 00:34:40.939 Uttam Kumaran: or is like what the fuck.
338 00:34:40.940 ⇒ 00:34:46.969 Devon Drew: Oh, we’ll be able to get. We’re we’re gonna go deep with him. Don’t worry. We’re gonna we’re gonna go deep. The fun thing is
339 00:34:47.190 ⇒ 00:34:55.810 Devon Drew: is like, I was fully prepared to say, Hey, we need your data. We need all that. And then, before anything, I showed him our demo, and he was like dude
340 00:34:56.310 ⇒ 00:34:59.729 Devon Drew: he was. He was like yo if you got if if like.
341 00:34:59.983 ⇒ 00:35:00.489 Surfield Thomas, Jr.: That’s all.
342 00:35:00.490 ⇒ 00:35:09.549 Devon Drew: You have the. You have the interface. You have the front end. I don’t have that. That’s immediate low hanging fruit. We can get you, Re. We can get you revenue like tomorrow, I said. Absolutely.
343 00:35:09.660 ⇒ 00:35:14.549 Devon Drew: He has 50. He has 57 asset manners. His largest client is vanguard of fidelity.
344 00:35:16.750 ⇒ 00:35:17.500 Uttam Kumaran: Am.
345 00:35:18.240 ⇒ 00:35:18.990 Surfield Thomas, Jr.: Favorite of.
346 00:35:19.420 ⇒ 00:35:20.550 Surfield Thomas, Jr.: Sometimes it’s been quiet.
347 00:35:20.930 ⇒ 00:35:23.379 Devon Drew: So yeah, it’s and it’s yeah fenced them down.
348 00:35:23.380 ⇒ 00:35:23.790 Surfield Thomas, Jr.: And some.
349 00:35:23.790 ⇒ 00:35:24.599 Devon Drew: Yeah, it’s.
350 00:35:25.310 ⇒ 00:35:27.460 Surfield Thomas, Jr.: I don’t think it’s only part.
351 00:35:27.460 ⇒ 00:35:32.080 Uttam Kumaran: That’s wild. The site sucks.
352 00:35:33.830 ⇒ 00:35:35.079 Devon Drew: I’m so blessed.
353 00:35:35.356 ⇒ 00:35:35.910 Uttam Kumaran: Is so.
354 00:35:35.910 ⇒ 00:35:43.440 Devon Drew: But you know, the wild thing is like, so the but the the website is just whatever his business is called Advisor target. And so.
355 00:35:43.440 ⇒ 00:35:43.960 Surfield Thomas, Jr.: Anyway.
356 00:35:43.960 ⇒ 00:35:57.559 Devon Drew: He doesn’t so like nobody. Nobody knows they’re using him, but they’re all using him because the big firms like Broaderge and the broadfors like Bro, the big data plays like Broaderge are all using him.
357 00:35:57.560 ⇒ 00:35:57.880 Surfield Thomas, Jr.: You just.
358 00:35:57.880 ⇒ 00:36:01.220 Devon Drew: Every data uses him. And they essentially.
359 00:36:01.220 ⇒ 00:36:02.220 Surfield Thomas, Jr.: Say about our account.
360 00:36:02.220 ⇒ 00:36:03.460 Devon Drew: Distribute for him.
361 00:36:03.940 ⇒ 00:36:06.099 Uttam Kumaran: Oh, this is a huge racket, then.
362 00:36:06.400 ⇒ 00:36:08.040 Surfield Thomas, Jr.: Yo yo utah
363 00:36:08.820 ⇒ 00:36:09.450 Surfield Thomas, Jr.: anyway, so.
364 00:36:09.450 ⇒ 00:36:13.419 Uttam Kumaran: They’re just taking. They’re just taking his data and repackaging it.
365 00:36:13.420 ⇒ 00:36:13.930 Devon Drew: And reseller.
366 00:36:13.930 ⇒ 00:36:15.839 Surfield Thomas, Jr.: And that’s why everything.
367 00:36:15.840 ⇒ 00:36:17.180 Uttam Kumaran: Are we talking about.
368 00:36:17.484 ⇒ 00:36:30.590 Surfield Thomas, Jr.: Every single time you hear me talk. I’m like, yeah, we built this crazy as thin when literally, people are selling smokes and mirrors for millions of dollars. I was like, yeah, we gotta simplify. We gotta simplify, get the bag and then
369 00:36:30.770 ⇒ 00:36:33.650 Surfield Thomas, Jr.: feel really cool stuff and then get the extra bag
370 00:36:35.046 ⇒ 00:36:39.476 Surfield Thomas, Jr.: we are competing with. Jokes like this is a joke.
371 00:36:40.440 ⇒ 00:36:42.239 Devon Drew: It really is. Yeah, it really is.
372 00:36:42.240 ⇒ 00:36:47.260 Uttam Kumaran: And they’re all so they’re all competing over the same, like 500,000 people.
373 00:36:47.710 ⇒ 00:36:49.410 Surfield Thomas, Jr.: Yes, and they’re always.
374 00:36:49.410 ⇒ 00:36:51.080 Uttam Kumaran: That’s exciting.
375 00:36:51.080 ⇒ 00:36:53.469 Surfield Thomas, Jr.: And they’re all selling the same exact data.
376 00:36:53.470 ⇒ 00:36:54.060 Uttam Kumaran: It would be.
377 00:36:54.060 ⇒ 00:36:54.450 Surfield Thomas, Jr.: We wanted.
378 00:36:54.450 ⇒ 00:36:58.300 Uttam Kumaran: It was like, you’re selling like the Us. Population. You’re like, okay, that’s a lot. It’s like.
379 00:36:58.555 ⇒ 00:36:58.810 Surfield Thomas, Jr.: Well.
380 00:36:58.810 ⇒ 00:37:00.990 Uttam Kumaran: 500,000 records.
381 00:37:01.210 ⇒ 00:37:03.519 Uttam Kumaran: and where those people work is like
382 00:37:04.550 ⇒ 00:37:08.830 Uttam Kumaran: I when I heard that I was like, Oh, I didn’t really like grasp that it’s like that low.
383 00:37:09.333 ⇒ 00:37:13.139 Uttam Kumaran: and everybody in the value chain is selling it for more and more and more.
384 00:37:13.390 ⇒ 00:37:16.890 Surfield Thomas, Jr.: And everyone in the value chain is getting the data from the same people.
385 00:37:17.080 ⇒ 00:37:20.649 Devon Drew: But the Us. But the Us. Wealth, advisory, business.
386 00:37:21.610 ⇒ 00:37:22.260 Uttam Kumaran: No. No. Yeah.
387 00:37:22.260 ⇒ 00:37:24.089 Devon Drew: 57 trillion, or something like that.
388 00:37:24.090 ⇒ 00:37:25.090 Uttam Kumaran: Yeah, yeah, yeah, yeah.
389 00:37:25.523 ⇒ 00:37:26.390 Devon Drew: Okay, so.
390 00:37:26.390 ⇒ 00:37:26.980 Surfield Thomas, Jr.: Get it.
391 00:37:27.420 ⇒ 00:37:28.110 Devon Drew: It is so.
392 00:37:28.110 ⇒ 00:37:28.730 Uttam Kumaran: Da da.
393 00:37:28.730 ⇒ 00:37:33.197 Devon Drew: So like, yeah, it’s 500,000. But it’s like you’re telling, like, 57 trillion dollars.
394 00:37:33.460 ⇒ 00:37:36.330 Surfield Thomas, Jr.: You’re talking about almost all the money in in the Us.
395 00:37:36.330 ⇒ 00:37:36.980 Devon Drew: Right?
396 00:37:39.930 ⇒ 00:37:51.890 Devon Drew: So it’s it’s it’s it’s crazy. But yeah, to your point, like, yeah, we built this complex mouse trap when we could have been the fucking data aggregator and just selling it
397 00:37:51.950 ⇒ 00:37:53.540 Devon Drew: for fucking.
398 00:37:53.540 ⇒ 00:37:58.647 Surfield Thomas, Jr.: Oh, we we are the data aggregator. Now I’ll tell you that.
399 00:37:59.040 ⇒ 00:38:03.160 Uttam Kumaran: Okay, so what’s the play for the next few weeks? Like, what? What can we do?
400 00:38:03.500 ⇒ 00:38:07.200 Surfield Thomas, Jr.: So first I play on my engineering team is gonna be
401 00:38:07.450 ⇒ 00:38:16.209 Surfield Thomas, Jr.: load all the Csvs so we tried it out today. D it failed because
402 00:38:16.670 ⇒ 00:38:34.059 Surfield Thomas, Jr.: one of the parameters was broken. So we’re fixing that now. So I also created a Google Doc for us. They were, I’m gonna show you where I want anytime. You have a Csv put it in the news in the new folder, and then, anytime,
403 00:38:34.750 ⇒ 00:38:36.220 Surfield Thomas, Jr.: anytime.
404 00:38:36.700 ⇒ 00:38:39.949 Surfield Thomas, Jr.: I complete it. I’m just gonna move it to the completed folder.
405 00:38:40.010 ⇒ 00:38:46.370 Surfield Thomas, Jr.: So we’re working on one right now. But I’m going to go through all of the Csv’s that you’ve ever sent me, and re upload all of that shit.
406 00:38:46.580 ⇒ 00:38:59.399 Surfield Thomas, Jr.: so we should have everything that you’ve ever sent me into the platform. And then next week. I talk to Tom already about it. I have to change our entire data schema. So we have to move from our traditional model, which is around like
407 00:38:59.600 ⇒ 00:39:00.390 Surfield Thomas, Jr.: these 3.
408 00:39:00.390 ⇒ 00:39:01.629 Uttam Kumaran: Like an events, model.
409 00:39:01.630 ⇒ 00:39:04.230 Surfield Thomas, Jr.: Financial data to like an events model
410 00:39:04.810 ⇒ 00:39:12.580 Surfield Thomas, Jr.: you give. I’ll explain it. You give me data. I put it in platform and I find a category for it.
411 00:39:12.750 ⇒ 00:39:18.010 Surfield Thomas, Jr.: right? So like like a data point could be like, who Tom’s mom’s name?
412 00:39:18.310 ⇒ 00:39:20.570 Surfield Thomas, Jr.: Right? I’m putting that in the platform. I don’t care.
413 00:39:20.870 ⇒ 00:39:26.929 Surfield Thomas, Jr.: So we’re gonna be able to take any sort of data given about any person and put it on platform
414 00:39:27.360 ⇒ 00:39:36.320 Surfield Thomas, Jr.: regardless of if it fits into our current shape. So we’re gonna be basically shapeless data aggregated. Give me any data about a human being I’ll put I can put it in search of somewhere on the platform.
415 00:39:36.680 ⇒ 00:39:40.350 Surfield Thomas, Jr.: So now it’s whenever you go into a person you can see everything.
416 00:39:42.280 ⇒ 00:39:45.959 Surfield Thomas, Jr.: So that’s step 2. And then, after that, it’s
417 00:39:46.140 ⇒ 00:39:50.409 Surfield Thomas, Jr.: taking that stuffing it into some sort of model that can do intelligence.
418 00:39:52.880 ⇒ 00:39:54.269 Devon Drew: Is that where we
419 00:39:54.910 ⇒ 00:39:59.170 Devon Drew: would use Amazon or do it ourselves?
420 00:39:59.377 ⇒ 00:40:02.279 Surfield Thomas, Jr.: We, I actually wanna use that in the video thing that I sent you.
421 00:40:02.680 ⇒ 00:40:03.310 Devon Drew: Okay.
422 00:40:03.600 ⇒ 00:40:05.010 Devon Drew: how much would that cost.
423 00:40:05.721 ⇒ 00:40:10.929 Surfield Thomas, Jr.: It looks like it’s just gonna cost the cost of running the server.
424 00:40:12.810 ⇒ 00:40:16.600 Surfield Thomas, Jr.: It does. It’s already programmed to do everything else that you. You looked into it with Tom.
425 00:40:16.770 ⇒ 00:40:17.340 Surfield Thomas, Jr.: the.
426 00:40:17.340 ⇒ 00:40:17.670 Uttam Kumaran: Yeah.
427 00:40:17.670 ⇒ 00:40:19.119 Surfield Thomas, Jr.: At with. Rtx.
428 00:40:19.330 ⇒ 00:40:21.164 Surfield Thomas, Jr.: yeah, yeah, I think it’s crazy.
429 00:40:21.610 ⇒ 00:40:30.250 Surfield Thomas, Jr.: You can literally just give it a Youtube video. And it’ll watch the video and pull out the transcribe it, and then you can ask it questions on the things in the video.
430 00:40:30.250 ⇒ 00:40:38.319 Uttam Kumaran: You know we should do we should we should offer people the ability to to chat over the leads. We give them.
431 00:40:39.490 ⇒ 00:40:40.250 Surfield Thomas, Jr.: What do you mean?
432 00:40:40.740 ⇒ 00:40:46.489 Uttam Kumaran: Like when we give people leads, we should give them like a ui. That’s also like you can ask questions about the leads we gave you
433 00:40:46.732 ⇒ 00:40:49.059 Uttam Kumaran: like. Tell me, people in this area things like that.
434 00:40:49.060 ⇒ 00:40:51.659 Surfield Thomas, Jr.: We we never! We never showed you that
435 00:40:52.260 ⇒ 00:40:58.190 Surfield Thomas, Jr.: Utah, I mean D, you want to show him the the Greg joint.
436 00:40:59.740 ⇒ 00:41:02.407 Devon Drew: I don’t know if I don’t know. He might have seen it.
437 00:41:03.300 ⇒ 00:41:08.310 Surfield Thomas, Jr.: Yeah, we we have one where there’s like an AI button in Tom, when you’re looking at basically a profile.
438 00:41:08.360 ⇒ 00:41:10.850 Surfield Thomas, Jr.: And I think Dee named it Alison.
439 00:41:10.860 ⇒ 00:41:13.120 Surfield Thomas, Jr.: And then basically, when you click on.
440 00:41:13.120 ⇒ 00:41:13.730 Uttam Kumaran: If you’re gonna.
441 00:41:13.730 ⇒ 00:41:15.969 Surfield Thomas, Jr.: Ask it up, yeah, yeah. And it basically.
442 00:41:15.970 ⇒ 00:41:17.509 Uttam Kumaran: I didn’t see this. Okay, cool.
443 00:41:17.510 ⇒ 00:41:23.415 Surfield Thomas, Jr.: Alright cool relief from the read from the data that we have
444 00:41:29.060 ⇒ 00:41:30.033 Surfield Thomas, Jr.: let me.
445 00:41:31.360 ⇒ 00:41:33.360 Devon Drew: Yeah. So this is the new.
446 00:41:33.830 ⇒ 00:41:43.650 Devon Drew: It’s not the brand new one, I think surface is is working on another another view. But we have this now. So basic information.
447 00:41:43.650 ⇒ 00:41:44.480 Uttam Kumaran: Sick.
448 00:41:45.760 ⇒ 00:41:47.520 Devon Drew: Advanced information.
449 00:41:49.780 ⇒ 00:41:51.240 Devon Drew: intelligence.
450 00:41:51.500 ⇒ 00:41:51.910 Uttam Kumaran: Nice.
451 00:41:51.910 ⇒ 00:41:53.950 Devon Drew: So we’re able to create a knowledge base
452 00:41:54.780 ⇒ 00:41:58.360 Devon Drew: visuals, text known associates.
453 00:41:59.410 ⇒ 00:41:59.950 Uttam Kumaran: Just walk.
454 00:42:00.395 ⇒ 00:42:00.840 Devon Drew: Then.
455 00:42:01.190 ⇒ 00:42:02.810 Devon Drew: was the best way to
456 00:42:03.130 ⇒ 00:42:05.210 Devon Drew: strategy. To engage with this person.
457 00:42:06.320 ⇒ 00:42:12.199 Surfield Thomas, Jr.: Yeah, what I was saying, there is like, the data format is gonna change. But all of this data will be present. And then
458 00:42:12.250 ⇒ 00:42:16.359 Surfield Thomas, Jr.: the model is gonna read over all of the data, all of the videos, everything. And then you’ll be able to ask away.
459 00:42:16.360 ⇒ 00:42:16.830 Uttam Kumaran: Remember, when.
460 00:42:16.830 ⇒ 00:42:19.249 Surfield Thomas, Jr.: About that data in context.
461 00:42:27.160 ⇒ 00:42:32.184 Devon Drew: If advisor tart, if if Vincent is doing 6 months a year, we should be able to.
462 00:42:33.140 ⇒ 00:42:37.519 Devon Drew: I don’t. I don’t wanna talk about what what this is gonna be. But it’s
463 00:42:38.310 ⇒ 00:42:41.939 Devon Drew: you see what’s out there right now, and it’s all smoke and mirrors.
464 00:42:42.320 ⇒ 00:42:44.820 Devon Drew: And we’re coming to market with a real product.
465 00:42:46.620 ⇒ 00:42:49.160 Devon Drew: Tiffan’s raised 20 million bucks in a year
466 00:42:49.780 ⇒ 00:42:52.090 Devon Drew: to have an aunt, and they have nothing
467 00:42:52.980 ⇒ 00:42:59.250 Devon Drew: literally the mark surf the marketing lady that she said that she was gonna work at Tiffan
468 00:42:59.739 ⇒ 00:43:04.560 Devon Drew: and they gave her access to the platform and she saw ours. She was like, you guys are blowing them away.
469 00:43:04.680 ⇒ 00:43:13.540 Devon Drew: and they had. They’re a series. D company, valued at 893 million in their Amp product has raised 20 million in a year.
470 00:43:16.360 ⇒ 00:43:17.930 Uttam Kumaran: That’s wild
471 00:43:20.170 ⇒ 00:43:20.970 Uttam Kumaran: gas.
472 00:43:20.970 ⇒ 00:43:21.760 Devon Drew: Ramirez.
473 00:43:28.830 ⇒ 00:43:32.280 Devon Drew: Let’s see, yeah, we gotta we gotta figure we gotta figure out where it’s like.
474 00:43:32.730 ⇒ 00:43:37.259 Devon Drew: you know, we’re taking our time into pricing. It could be. Hey? You get access to our
475 00:43:37.280 ⇒ 00:43:42.049 Devon Drew: platform for 10 grand. But if you want analytics is 15 grand. If you want analytics, plus
476 00:43:42.080 ⇒ 00:43:46.909 Devon Drew: whatever the hell’s 25 grand enterprise starts at 2 50
477 00:43:47.210 ⇒ 00:43:55.689 Devon Drew: or it could be like, Hey, if you want, our date is 10 grand. If you want us to enrich your data. It’s 15 grand per like per seat or something.
478 00:43:56.580 ⇒ 00:44:01.799 Devon Drew: if you want it all, it’s 25 grand per seat, right? It could be something like that, too.
479 00:44:03.340 ⇒ 00:44:06.681 Devon Drew: we just don’t have. We don’t have the. We don’t have the
480 00:44:08.910 ⇒ 00:44:11.299 Devon Drew: the research yet to
481 00:44:11.350 ⇒ 00:44:13.320 Devon Drew: definitively make a big bet.
482 00:44:13.810 ⇒ 00:44:14.500 Uttam Kumaran: Yeah.
483 00:44:14.500 ⇒ 00:44:17.479 Devon Drew: But right now our bet is making.
484 00:44:17.970 ⇒ 00:44:21.200 Devon Drew: making, bringing our numbers up. So being able to
485 00:44:21.320 ⇒ 00:44:22.600 Devon Drew: populate
486 00:44:24.110 ⇒ 00:44:29.739 Devon Drew: hundreds of thousands of people on the platform. Just so people could have more things to search
487 00:44:29.950 ⇒ 00:44:33.810 Devon Drew: and then just sell that as our base product, like 10 grand per user.
488 00:44:35.140 ⇒ 00:44:36.160 Uttam Kumaran: Hmm, okay.
489 00:44:45.350 ⇒ 00:44:49.200 Devon Drew: So we have. Surf. What will we have for Monday for Black Rock?
490 00:44:53.050 ⇒ 00:44:54.370 Uttam Kumaran: Jeff, you’re muted.
491 00:44:58.440 ⇒ 00:44:59.380 Uttam Kumaran: Raj.
492 00:45:00.480 ⇒ 00:45:01.290 Uttam Kumaran: I don’t work
493 00:45:05.290 ⇒ 00:45:06.140 Uttam Kumaran: surf.
494 00:45:08.510 ⇒ 00:45:10.339 Surfield Thomas, Jr.: What happened? I missed the question.
495 00:45:10.510 ⇒ 00:45:13.979 Devon Drew: I said, what will we have for for Monday, for Black Rock?
496 00:45:14.523 ⇒ 00:45:16.439 Surfield Thomas, Jr.: A crap ton of data.
497 00:45:17.000 ⇒ 00:45:20.980 Surfield Thomas, Jr.: Once we have, I’m gonna run through every single Csb you ever gave me
498 00:45:21.180 ⇒ 00:45:23.170 Surfield Thomas, Jr.: team. So all of it.
499 00:45:23.250 ⇒ 00:45:24.419 Surfield Thomas, Jr.: There’s no case.
500 00:45:25.680 ⇒ 00:45:26.135 Devon Drew: Okay.
501 00:45:26.870 ⇒ 00:45:32.849 Devon Drew: yeah. You gotta figure out what direction to go Black Rock, because I don’t think they care about. I don’t think they care at all about our data.
502 00:45:33.200 ⇒ 00:45:37.069 Surfield Thomas, Jr.: I agree. But I think that’s what we decided on with
503 00:45:37.310 ⇒ 00:45:42.600 Surfield Thomas, Jr.: with Andrew. Does that mean like they have data like this is fucking black rock.
504 00:45:44.520 ⇒ 00:45:44.840 Devon Drew: Lack of.
505 00:45:44.840 ⇒ 00:45:45.260 Surfield Thomas, Jr.: Yeah, well.
506 00:45:45.260 ⇒ 00:45:49.800 Devon Drew: No Black Rock wants to know. I think a good pitch to Black Rock is not only
507 00:45:49.870 ⇒ 00:45:53.130 Devon Drew: are we giving you? We’ll build out exactly.
508 00:45:53.810 ⇒ 00:45:57.959 Devon Drew: We’ll we’ll do every. So we’ll be able to build out in dynamics
509 00:45:58.290 ⇒ 00:46:03.250 Devon Drew: the ability to know your advisors deeper from a preference standpoint.
510 00:46:03.410 ⇒ 00:46:05.440 Devon Drew: from a intelligence point.
511 00:46:05.440 ⇒ 00:46:10.010 Surfield Thomas, Jr.: You know this. So I’m gonna watch the rest of it, cause I’m not beat up with it. Chairs
512 00:46:12.990 ⇒ 00:46:13.639 Surfield Thomas, Jr.: keep going.
513 00:46:19.060 ⇒ 00:46:20.510 Devon Drew: I don’t know what he just said.
514 00:46:24.270 ⇒ 00:46:26.829 Devon Drew: So. Black Rocks, and are you? Hello!
515 00:46:27.060 ⇒ 00:46:29.880 Uttam Kumaran: Oh, he just walked. He just came on. Okay, I’m here.
516 00:46:29.880 ⇒ 00:46:43.280 Devon Drew: Yes, so so Black Rock wants to know more more about their clients outside of outside of just funds, right outside of what products they want.
517 00:46:43.490 ⇒ 00:46:44.650 Devon Drew: So
518 00:46:45.120 ⇒ 00:46:48.059 Devon Drew: ourselves in them is going to be what I just showed you.
519 00:46:48.170 ⇒ 00:46:50.170 Devon Drew: Right, we’re able to build out
520 00:46:50.730 ⇒ 00:46:55.139 Devon Drew: with your data. We’re able to build out the intelligence aspect.
521 00:46:55.531 ⇒ 00:47:00.200 Devon Drew: and we’re able to pull. And we’re able to pull everything that you need to know
522 00:47:00.310 ⇒ 00:47:01.260 Devon Drew: about
523 00:47:02.740 ⇒ 00:47:03.729 Devon Drew: about their.
524 00:47:03.730 ⇒ 00:47:04.709 Uttam Kumaran: And we’re able to.
525 00:47:05.210 ⇒ 00:47:14.540 Devon Drew: And we’re and we’re able to do that and we’re able to do that at scale. Obviously, with your money, Black Rock. For every single person you have.
526 00:47:15.210 ⇒ 00:47:15.900 Uttam Kumaran: Yeah.
527 00:47:17.410 ⇒ 00:47:18.000 Uttam Kumaran: okay, so.
528 00:47:18.000 ⇒ 00:47:21.970 Devon Drew: And I think and I think we could use the rail data to say.
529 00:47:22.440 ⇒ 00:47:28.780 Devon Drew: not only are we able to do that, but with your. With all of your data, we could also
530 00:47:28.850 ⇒ 00:47:45.119 Devon Drew: able to overlay an IP aspect where you’ll see if people are looking at what you’re looking for. But also, if they’re going on competitor sites and allow you to intercept that as well. I don’t know if that’s overstepping, but.
531 00:47:45.260 ⇒ 00:47:46.210 Uttam Kumaran: Him.
532 00:47:46.680 ⇒ 00:47:47.650 Devon Drew: Yeah, I don’t know.
533 00:47:50.090 ⇒ 00:47:53.170 Uttam Kumaran: I mean, I think the intelligence plus thing, especially to show that
534 00:47:53.240 ⇒ 00:47:55.039 Uttam Kumaran: that video is great.
535 00:47:58.240 ⇒ 00:47:59.190 Devon Drew: Yeah.
536 00:48:01.570 ⇒ 00:48:02.710 Devon Drew: Yep.
537 00:48:03.820 ⇒ 00:48:04.870 Devon Drew: So
538 00:48:04.930 ⇒ 00:48:10.500 Devon Drew: that’s that’s the sell they want. They want to know their advisors more. They want to know their advisors
539 00:48:10.650 ⇒ 00:48:11.540 Devon Drew: better.
540 00:48:11.900 ⇒ 00:48:21.549 Devon Drew: and they have all the information about funds and what they want and how they invest. And now they want to know them on a more personal level. And we’re able to. We’re able to do that.
541 00:48:22.800 ⇒ 00:48:23.970 Uttam Kumaran: Cool. Okay.
542 00:48:25.290 ⇒ 00:48:26.666 Uttam Kumaran: yeah, I I think,
543 00:48:27.560 ⇒ 00:48:35.460 Uttam Kumaran: yeah, I think if we could figure out like what the best way to automate like getting data over to them. And then what the ui is for, like kind of like wealthy ui.
544 00:48:35.840 ⇒ 00:48:37.670 Devon Drew: Well, it wouldn’t be our ui be there. It’d be.
545 00:48:37.670 ⇒ 00:48:38.630 Uttam Kumaran: Oh!
546 00:48:38.630 ⇒ 00:48:44.329 Devon Drew: Yeah, they don’t want. They don’t. They don’t want our Ui, they. It’s cause they’re currently building out Microsoft dynamics.
547 00:48:44.560 ⇒ 00:48:46.100 Devon Drew: which is a Crm system.
548 00:48:46.720 ⇒ 00:48:47.590 Uttam Kumaran: Okay.
549 00:48:48.660 ⇒ 00:49:00.112 Devon Drew: So they would. It would be. We would be integrating in with their Crm system. And then, I think, would serve said
550 00:49:00.650 ⇒ 00:49:03.719 Devon Drew: shapeless data integration. And that’s what’s needed.
551 00:49:04.950 ⇒ 00:49:06.789 Uttam Kumaran: Yeah, yeah, yeah, yeah, exactly.
552 00:49:09.800 ⇒ 00:49:18.820 Uttam Kumaran: Yeah. Basically for us to keep adding, like, as we’re able to get their Instagram stuff, everything not having to like, rearchitize it every time. Yeah.
553 00:49:20.120 ⇒ 00:49:21.173 Devon Drew: Right? So
554 00:49:22.090 ⇒ 00:49:31.890 Devon Drew: that’s the that’s the sell. The Black Rock man. I’m curious of what data points under in rail. We could show them that could be a use as well.
555 00:49:35.470 ⇒ 00:49:36.560 Uttam Kumaran: Eee.
556 00:49:37.140 ⇒ 00:49:43.519 Uttam Kumaran: I mean, I think you could. I mean, like we could try to set up like what a version of it would look like over an enriched data set.
557 00:49:44.800 ⇒ 00:49:50.459 Uttam Kumaran: Like, if I can get a data set from surf about what we’re gonna send to them, I could plug it into real and
558 00:49:50.510 ⇒ 00:49:52.410 Uttam Kumaran: try to think about like what a
559 00:49:52.810 ⇒ 00:49:58.120 Uttam Kumaran: like. We’re also gonna throw in like our exploratory data analysis product.
560 00:49:58.670 ⇒ 00:50:02.190 Uttam Kumaran: where you can click in and see the data you’re getting basically.
561 00:50:03.360 ⇒ 00:50:05.719 Devon Drew: Would we be able to add that to figma.
562 00:50:09.421 ⇒ 00:50:14.460 Uttam Kumaran: Yeah, I could ask surf just to like trade. Take a screenshot of and try to get it in. Or
563 00:50:15.400 ⇒ 00:50:19.379 Uttam Kumaran: I mean, if it gets me the data set I can give it. I can have you
564 00:50:21.380 ⇒ 00:50:23.200 Uttam Kumaran: click on it, even live.
565 00:50:26.220 ⇒ 00:50:28.490 Devon Drew: So let’s see.
566 00:50:33.000 ⇒ 00:50:35.760 Devon Drew: where’s my last text with surf
567 00:50:40.950 ⇒ 00:50:42.989 Devon Drew: he sent me a video.
568 00:50:51.080 ⇒ 00:50:53.810 Devon Drew: Yeah, I’ll send this to the group to group chat.
569 00:51:00.140 ⇒ 00:51:01.549 Devon Drew: Let me know when you get it.
570 00:51:09.765 ⇒ 00:51:10.210 Uttam Kumaran: Yeah.
571 00:51:11.160 ⇒ 00:51:12.090 Uttam Kumaran: Oh, yeah.
572 00:51:12.380 ⇒ 00:51:13.240 Uttam Kumaran: bye.
573 00:51:20.333 ⇒ 00:51:29.380 Uttam Kumaran: I mean, he should. Yeah, I honestly, yeah, that that bottom part, or it’s like a separate thing. I mean. I think he could probably add it in.
574 00:51:34.780 ⇒ 00:51:38.400 Devon Drew: Yeah. So our meetings on. I guess the problem is, our meetings on Monday
575 00:51:39.710 ⇒ 00:51:40.910 Devon Drew: Monday am.
576 00:51:46.830 ⇒ 00:51:48.214 Uttam Kumaran: And then we’ll see.
577 00:51:51.410 ⇒ 00:51:58.157 Uttam Kumaran: Maybe I’m gonna I’m gonna catch up with him when he’s free at around 5. I’m gonna I’m actually in Dallas right now. I’m gonna be driving home.
578 00:51:58.660 ⇒ 00:52:01.379 Uttam Kumaran: but I’m call I’ll call him at. I’ll call him at 5,
579 00:52:01.560 ⇒ 00:52:02.760 Uttam Kumaran: and
580 00:52:02.830 ⇒ 00:52:06.130 Uttam Kumaran: I’m gonna be working on Sunday, so if he’s if everything’s ready.
581 00:52:06.330 ⇒ 00:52:13.069 Uttam Kumaran: I could try to rip a version of it in real and be like, take this little gift or put a screenshot of this in there.
582 00:52:15.060 ⇒ 00:52:16.153 Devon Drew: Gotcha. Okay?
583 00:52:16.800 ⇒ 00:52:21.282 Devon Drew: Right? But not like rail, you see, did the rail come from
584 00:52:22.700 ⇒ 00:52:25.279 Devon Drew: An email that would, I’ve got an email from them.
585 00:52:26.169 ⇒ 00:52:38.150 Uttam Kumaran: I think so. I also sent you an email with the link, you should have gotten an invite email. Yeah, really, they’re like a 2 year old startup.
586 00:52:38.220 ⇒ 00:52:40.800 Uttam Kumaran: They raised like 12 million dollars seed.
587 00:52:42.580 ⇒ 00:52:46.569 Uttam Kumaran: And but the product is really, really like fucking. Good.
588 00:52:47.541 ⇒ 00:52:54.110 Uttam Kumaran: I’m like very, very surprised. It’s not often in business intelligence where there’s like new products.
589 00:52:54.120 ⇒ 00:53:02.660 Uttam Kumaran: Basically, the nice thing on my side is that everything is code meaning. I’m not like dragging and dropping stuff which takes so long.
590 00:53:02.700 ⇒ 00:53:08.870 Uttam Kumaran: I’m like writing everything as code, everything’s version controlled. And it’s quick to make updates.
591 00:53:08.950 ⇒ 00:53:12.080 Uttam Kumaran: And I think for you like for the user.
592 00:53:12.100 ⇒ 00:53:18.100 Uttam Kumaran: It’s like, almost just like you’re you’re in, like your operational like headquarters, where you can click and see everything coming in.
593 00:53:18.100 ⇒ 00:53:18.490 Devon Drew: And quite.
594 00:53:18.490 ⇒ 00:53:22.810 Uttam Kumaran: Quickly like, look at comparisons, see dimensionality. And it’s super slick.
595 00:53:23.080 ⇒ 00:53:24.280 Uttam Kumaran: So
596 00:53:24.930 ⇒ 00:53:30.520 Uttam Kumaran: I mean, I I was like, I, I pretty much was like, yeah, I’m gonna try. We’re gonna try and and try it out this week.
597 00:53:30.550 ⇒ 00:53:34.010 Uttam Kumaran: And the the conversion we have is free. By the way.
598 00:53:34.160 ⇒ 00:53:41.449 Uttam Kumaran: I’m not. We’re not paying any through that I think there’s a couple of added features we want to pay, but I’m pretty much gonna try to use the free version.
599 00:53:43.560 ⇒ 00:53:50.220 Uttam Kumaran: and I’m sure if we want to embed it and stuff like that, we can talk to them there. The team is really good. I know the head of sales there, so.
600 00:53:50.370 ⇒ 00:53:51.140 Devon Drew: And okay.
601 00:53:52.081 ⇒ 00:53:54.979 Uttam Kumaran: So I sent the email, if you can just click around. And
602 00:53:55.060 ⇒ 00:54:00.229 Uttam Kumaran: I just need feedback on what measures we want and then feedback on the dimensions. That’s it.
603 00:54:00.230 ⇒ 00:54:01.120 Devon Drew: Okay. But just.
604 00:54:01.120 ⇒ 00:54:04.300 Uttam Kumaran: Keep clicking. Keep clicking around in there and then any issues. Let me know.
605 00:54:04.360 ⇒ 00:54:07.540 Uttam Kumaran: It’s hopefully it’s a lot easier to use than like dash.
606 00:54:08.650 ⇒ 00:54:09.660 Devon Drew: Sounds good to me.
607 00:54:11.690 ⇒ 00:54:18.539 Uttam Kumaran: Okay, cool. Then I’ll plan on calling, sir, for like 5. Maybe I’ll just call the group. If you’re on. We can all chat.
608 00:54:19.650 ⇒ 00:54:20.530 Devon Drew: I’m here.
609 00:54:20.960 ⇒ 00:54:21.690 Uttam Kumaran: Okay.
610 00:54:22.580 ⇒ 00:54:23.520 Uttam Kumaran: Hi, man.
611 00:54:23.760 ⇒ 00:54:26.490 Devon Drew: Alright. So that’s 5. Is that 5 central or 5 Eastern.
612 00:54:26.670 ⇒ 00:54:27.870 Uttam Kumaran: 5.
613 00:54:28.790 ⇒ 00:54:30.609 Uttam Kumaran: 5. Easy.
614 00:54:30.610 ⇒ 00:54:32.599 Devon Drew: I’m on. I’m on central, but.
615 00:54:32.600 ⇒ 00:54:35.669 Uttam Kumaran: I’m I’m on Central to wait. Let me look at my calendar.
616 00:54:45.460 ⇒ 00:54:51.479 Uttam Kumaran: okay. 5. Give me 5 Eastern like 5, 15 Eastern. Let me send I’m gonna send the calendar invite.
617 00:54:51.810 ⇒ 00:54:52.135 Devon Drew: Okay.
618 00:54:52.460 ⇒ 00:54:55.979 Uttam Kumaran: But I’ll I’ll I’m gonna be driving, so I’ll just call the
619 00:54:56.510 ⇒ 00:54:58.710 Uttam Kumaran: I’ll call the I’ll call the group.
620 00:54:58.980 ⇒ 00:54:59.510 Devon Drew: Okay.
621 00:55:00.040 ⇒ 00:55:01.150 Uttam Kumaran: Aye.
622 00:55:01.480 ⇒ 00:55:02.130 Devon Drew: But.
623 00:55:02.780 ⇒ 00:55:04.100 Uttam Kumaran: Alright, thanks, man!
624 00:55:04.100 ⇒ 00:55:05.369 Devon Drew: Alright! Talk to you soon.