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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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. Benzinga’s annual selection and celebration of the most disruptive companies across FinTech is now in its sixth year in 2020, as nearly 100 companies across the financial services space compete in 23 different categories.
Advicent’s nomination comes following a lucrative year of updates to NaviPlan to make the industry’s most precise financial planning platform even more capable. These began with a top-to-bottom overhaul of the NaviPlan user-interface to foster collaboration and customization for wealth managers. Additionally, the introduction of NaviPlan Guided Retirement, a two-minute guided workflow for clients and advisors to quickly assess financial needs, opens new doors for wealth management firms to grow their books of business.
The 2020 Benzinga Global FinTech Awards are now open to the public for voting, which will close on October 20 followed by the announcement of winners on November 10. Voting is completely free and individuals can vote up to once per day.
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In this whitepaper, learn how FinTech can be implemented to solve the biggest pain points facing advisors in the areas of client engagement, advice delivery, and scaling advice complexity.