As director of marketing, Matt oversees the breadth of go-to-market initiatives for Advicent, including product marketing, lead generation, and public relations. Drawing from a nearly decade-long background at Advicent, Matt works closely with the sales, product development, and executive teams to successfully align Advicent products with the evolving business needs of the financial services industry.
Advicent is excited to share that it has been named a finalist for the WP Readers’ Choice Award for Service Provider of the Year as part of the 2020 Wealth Professional Awards, the leading independent awards event for the wealth management industry.
Despite being an incredibly large and diverse industry, the financial services profession does encounter a number of common challenges. In today’s blog, I will look at three of the most commonly discussed roadblocks and how Advicent solves for them.
We are excited to announce that NaviPlan by Advicent has been nominated for the 2020 Benzinga Global FinTech Awards in the best wealth management software category. Voting is now open to the public until October 20.
We are thrilled to share that Advicent vice president of financial planning Tom Burmeister has been named a finalist for Innovator of the Year in the 2020 Finovate Awards.