Dan Koch
About Dan Koch
Dan Koch, CTO, has significantly enhanced prospect research efficiency by automating the process, reducing time spent by 75% and providing crucial real-time financial alerts.
CTO Dan Koch
Dan Koch serves as the Chief Technology Officer (CTO). As CTO, he is responsible for overseeing the technological direction of the company, ensuring the development and implementation of innovative solutions that meet client needs effectively.
Reducing Prospect Research Time
Under Dan Koch's leadership, the company has successfully reduced prospect research time by 75% for its clients. This reduction allows clients to streamline their processes, significantly increasing efficiency and productivity in identifying suitable prospects.
Automating Prospect Qualification
Dan Koch has played a crucial role in automating the task of finding and qualifying prospects. This automation helps clients save valuable time and resources while ensuring that the prospects identified meet specific criteria, enhancing the overall quality of potential leads.
Real-Time Alerts on Wealth Events
The company provides real-time alerts for wealth events related to prospects and existing clients. These include private company investments, IPO filings, and Special Purpose Acquisition Companies (SPACs). This feature helps clients stay informed about significant financial activities that may impact their business decisions.
Expanding Networks and Opportunities
Under Dan Koch's guidance, clients can connect to new opportunities through existing relationships. The company offers access to an extensive database of over 210 million consumer profiles and 100 million professional profiles. Clients can segment their prospect lists with over 150 attributes to enhance targeting and grow their networks of trusted referrals, thereby increasing their bottom line.
Real-Time Financial Notifications
Dan Koch ensures that the company provides real-time notifications on major financial changes affecting clients' contacts. This feature allows clients to stay updated with the latest financial developments, enabling proactive decision-making and better relationship management.