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.
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Advicent is excited to share that it has been named a finalist for innovative firm of the year in the 2021 InvestmentNews Icons and Innovators Awards.
The annual awards are designed to celebrate individuals and firms for their innovative work and contributions to the success of the financial advice industry. Specifically, for FinTech firms, the awards highlight those who have made technological innovations in products, processes, or platforms that help advisors better serve their clients.
The entire Advicent team is excited to be considered for this prestigious honor, one that reinforces our mission to empower everyone to understand and impact their financial future. We take pride in developing the tools that help our more than 140,000 advisors and organizations craft millions of financial plans each year.
As 2021 continues, we are incredibly inspired by the rising demand for financial planning and will continue to innovate and help move the industry forward.
Winners for the 2021 InvestmentNews Icons and Innovator Awards will be selected by the InvestmentNews Innovation Summit Advisory Board and announced on November 16, 2021, at the annual Innovation Summit and Icons & Innovators Dinner. For more information on the awards, click here.
Thank you to the InvestmentNews staff for organizing these annual awards and we wish the best of luck to our fellow finalists.