Scaling Financial Health with a Shift to Digital Sales and Automation

WealthAbility is a financial education and tax strategy firm founded by Tom Wheelwright, a leading expert in tax reduction and wealth-building strategies. It provides business owners, CPAs, and individuals with comprehensive financial tools, training, and expert guidance to minimize taxes and accelerate financial growth, and connects clients with a network of tax professionals and wealth management systems.

WealthAbility relied on manual processes for tax and wealth projections, requiring sales teams to input complex financial data into spreadsheets. This led to human errors, inaccurate projections, and inconsistencies in financial reports, causing client frustration and refund requests.

The lack of automation slowed lead qualification, prolonged sales cycles, and made onboarding new hires time-consuming. WealthAbility needed a digital solution to improve automation, enforce reporting best practices, and enhance accuracy in wealth projections.

HatchWorks developed the Prospect Conversion Tool (PCT), a cloud-based web application built to streamline sales operations, improve accuracy, and create scalable, repeatable workflows.

The PCT transformed the sales process by eliminating manual errors, reducing operational inefficiencies, and aligning financial reports with regulatory compliance. The sales team now generates accurate, real-time wealth projections, strengthening client confidence.

Integrating CloudFormation and AWS CloudFront enhanced automation, optimized resource allocation, cut operational costs, and kept communication flowing smoothly between sales teams and CPAs.