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22 Oct 2026, 10:05 UTC · 1 question · ID 74218df5f9b0
Who asked
Persona
Head of Business Development
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
  1. /customersQuestion 1 asked here
Question 1

“Is there a case study from a wealth management firm?”

Answer
Partly answered

The financial services page has stories from a credit union, a bank and an insurer, and /customers shows only Allica Bank among financial firms. No story from a wealth management or brokerage firm appears anywhere on the site.

Section on the siteStatusTicket
/customersRemarkable results, in every industryMissing here
Add a wealth management story to /customers

Ticket

Paste this into your ticketing tool.

Add a wealth management story to /customers

Who needs it: Wealth management and brokerage firms (this visitor: Charles Schwab)
Section: /customers › Remarkable results, in every industry

What is missing:
- No customer story from a wealth management or brokerage firm on /customers.
- Mercantile Bank and Alacrity Solutions stories appear on the financial services page but not on /customers, where visitors look for case studies.

Where: Update this section: add a card beside "Allica Bank", "KeepCup" and "Suzuki".
  Related sections: How banks, credit unions and insurers grow with Hourglass

What to do:
1. Add the wealth management story card once it exists, with its quote, role and two results.
2. Add the Mercantile Bank and Alacrity Solutions cards so all financial services stories are reachable from /customers.

Done when: /customers shows a wealth management customer story alongside the other financial services stories.
Depends on: Add a wealth management customer story to /solutions/financial-services

From: conversation 74218df5f9b0, question 1: "Is there a case study from a wealth management firm?"
Who needs it: Wealth management and brokerage firms (this visitor: Charles Schwab)
What is missing
  • No customer story from a wealth management or brokerage firm on /customers.
  • Mercantile Bank and Alacrity Solutions stories appear on the financial services page but not on /customers, where visitors look for case studies.
Where
Update this section: add a card beside "Allica Bank", "KeepCup" and "Suzuki".
Related sections
How banks, credit unions and insurers grow with Hourglass
What to do
  1. Add the wealth management story card once it exists, with its quote, role and two results.
  2. Add the Mercantile Bank and Alacrity Solutions cards so all financial services stories are reachable from /customers.
Done when: /customers shows a wealth management customer story alongside the other financial services stories.
Depends on: “Add a wealth management customer story to /solutions/financial-services”
/solutions/financial-servicesHow banks, credit unions and insurers grow with HourglassPartly answers it
Add a wealth management customer story to /solutions/financial-services

Ticket

Paste this into your ticketing tool.

Add a wealth management customer story to /solutions/financial-services

Who needs it: Wealth management and brokerage firms (this visitor: Charles Schwab)
Section: /solutions/financial-services › How banks, credit unions and insurers grow with Hourglass

What is missing:
- Stories cover a credit union, a bank and an insurer, but none from a wealth management, advisory or brokerage firm.

Where: Update this section: add a fourth card beside "Mercantile Bank", "Allica Bank" and "Alacrity Solutions".
  Related sections: Built for regulated teams

What to do:
1. Confirm with the customer marketing team whether a wealth management or brokerage customer can be featured, and gather an approved quote and results.
2. Add the story card with the customer's role, quote and two measured results, and mention wealth management in the section intro.

Done when: /solutions/financial-services shows a customer story from a wealth management firm with measured results.

From: conversation 74218df5f9b0, question 1: "Is there a case study from a wealth management firm?"
Who needs it: Wealth management and brokerage firms (this visitor: Charles Schwab)
What is missing
  • Stories cover a credit union, a bank and an insurer, but none from a wealth management, advisory or brokerage firm.
Where
Update this section: add a fourth card beside "Mercantile Bank", "Allica Bank" and "Alacrity Solutions".
Related sections
Built for regulated teams
What to do
  1. Confirm with the customer marketing team whether a wealth management or brokerage customer can be featured, and gather an approved quote and results.
  2. Add the story card with the customer's role, quote and two measured results, and mention wealth management in the section intro.
Done when: /solutions/financial-services shows a customer story from a wealth management firm with measured results.
Answer full page
We don't have a story from a wealth management firm specifically. Here are our financial services stories from Mercantile Bank, Allica Bank and Alacrity Solutions, regulated teams that serve members and clients faster with every message reviewed. If you'd like to talk about wealth management in particular, I can put you in touch with the team.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/financial-servicesHow banks, credit unions and insurers grow with HourglassPartly answers it
/customersRemarkable results, in every industryMissing here

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.