Head Of Marketing
New York City, Us
Growth, brand strategy, ops, culture, communications, I'm a skilled multiple hat wearer with a knack for strategic planning, prioritization, and thoughtful execution. Questis' technology platform helps financial intermediaries run their businesses efficiently, compliantly, and at scale. Our two sided, configurable experience lets firm users manage their plans and data simply in a CRM-like interface, giving them access to reporting, transparency, and direct communication with employees/plan participants. A connected, firm branded experience gives employees/plan participants access to a user-friendly, personalized financial wellness program with key features including: a financial sentiment survey, financial wellness scoring, a library of personalized content, account aggregation, retirement income calculators, budgeting tools, and more. This unique combination of technology and real, human financial coaches/advisors allows financial service providers to scalably guide people to financial behavior change and progress. Benefits for firms, employers, and employees are tangible. Client samples include: PwC, Lincoln Financial Group, HUB, and more.