At InvestSuite, we help financial institutions accelerate their digital wealth transformation journey and launch the most engaging investing experiences for their customers.With our suite of white-label InvestTech solutions, we help our clients extend their product range in an agile, fast and cost-effective way so that they can stay ahead of the curve and thrive in this increasingly digital world.InvestSuite is a place where bankers, creative designers, imagineers, computer and… Show more At InvestSuite, we help financial institutions accelerate their digital wealth transformation journey and launch the most engaging investing experiences for their customers.With our suite of white-label InvestTech solutions, we help our clients extend their product range in an agile, fast and cost-effective way so that they can stay ahead of the curve and thrive in this increasingly digital world.InvestSuite is a place where bankers, creative designers, imagineers, computer and behavioral scientist work together to create user experiences that open up new markets and drive commercial success for our clients. Show less

We provide advice, introductions, and outsourced fractional sales to speed your time to market. Your firm can utilize the trust, experience, and relationships we have built over several decades to dramatically increase market share and shorten the traditional sales cycle at a fraction of the cost and financial commitment. We can work alongside your existing team or we can be your sales team.

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021… Show more SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s. Show less

Clout is a growth marketing platform for financial services firms. Clout's human + AI marketing can be the missing link to turn digital marketing into a growth engine. Our financial marketing specialists use AI to design customized marketing campaigns to keep your firm top-of-mind with clients and prospects.

Trinlogix offers patented, award-winning investment performance measurement tools for financial professionals to provide clients with a clear, easy to understand 3D snapshot of their investment portfolio.

Snappy Kraken, is a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. Users can choose from a number of ready­-made campaigns, each containing combinations of professionally­ designed and written email drip series, social media posts, ads and more. Clicks, opens, and shares are managed and tracked from within a single dashboard.

Financial Media Exchange is the industry’s largest content marketing platform. We’re powering marketing technology for the future – helping transform the way financial professionals connect with clients, and win more customers. Our cutting-edge technology enables users to create amazing content experiences with simplicity, speed, and global scale.

It’s simple. In a world overrun with agencies and consultants claiming user experience design expertise, few go beyond copying design patterns from their previous client work. We love patterns. We just happen to think that if you invest your time and money with us, you should come away with something unique and beyond what is common. Simple as that.

Responsible for the development and execution of marketing campaigns across multiple platforms to form new partnerships and generate sales.

Promoted investment products including mutual funds, annuities and managed portfolios within the northeast region.

Managed the registered representative platform of the bank's retail investment program.