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 thrilled to share that Advicent vice president of financial planning Tom Burmeister has been named a finalist for Innovator of the Year in the 2020 Finovate Awards! Now in its second year, the Finovate Awards are designed to recognize the companies driving FinTech innovation forward and the individuals bringing new ideas to life. This year, finalists are competing across 25 different categories.
Tom’s selection comes after spearheading several key NaviPlan innovations in 2019, most notably the NaviPlan Guided Retirement tool, which is revolutionizing the retirement planning process for self-directed investors. His ultimate goal was to empower advisors using NaviPlan with a new platform that allows them to produce more in-depth, sophisticated, and precise plans in a way that is quick and easy to understand for both clients and advisors.
Tom stands as an integral contributor to the strategic vision around all of Advicent’s financial planning initiatives and is critically involved in partner interactions, industry thought leadership contributions, and internal training programs.
The winners of the 2020 Finovate Awards will be crowned on September 15 during an online virtual event. For more information on the awards and finalists, click here.
Advicent has decided to make its NaviPlan client portal free through December 2021 to help advisors deliver a seamless digital experience. Request your free NaviPlan client portal access.