Vice President Of Sales And Sales Operations
San Francisco, California, Us
Digital Platform for Financial Services Mobile, social, and web technologies are changing the way we live and work – including how consumers discover and make important buying decisions regarding financial products and services. Over 40% of high-net worth individuals under the age of 40 cite social media as important for accessing information on financial products or services, and this number keeps growing.Today, we proudly enable over 150,000 advisors, agents, bankers, mortgage consultants, wholesalers, and other financial relationship managers worldwide to connect and deepen client relationships on social, mobile and web technology while staying compliant. We provide suite of solutions, professional services and training platforms to make our clients successful.We are VC backed by NEA and Sequoia and are successful investments in their vertical SaaS technology investments.