Articles by Alex Peter

About the author:

Alex Peter

Product marketing strategist

Alex began his career at Advicent as a mid-market business development representative. He now divides his time between assisting his team and working with enterprise clients. Alex is passionate about FinTech and creating success for his team.

Millennials are not the problem

Whether it is banking, wealth management, or any other number of financial service solution providers, Millennials are seen as underutilizing these services.

Read More

Integrating your business operations with ours

In my role, I have the opportunity to participate in internal strategy calls to discuss how we will provide value to our clients and prospects. The prospects that we engage with have voiced concerns regarding the calculation engines, tax data update schedules, adoption rates of user portals, and the ability to showcase their unique value proposition with their current technology stack.

Read More

Utilizing technology to comply with the DOL rule

The sporadic weather in Wisconsin and the rest of the Midwest is no surprise to anyone this time of year. This past weekend, we had a snow storm in Milwaukee, and then I was wearing shorts and laying in my hammock two days later.

Read More