As chief executive officer, Angela leads the global executive team steering them toward a common mission of delivering state-of-the-art technology to clients of all sizes worldwide. Her personal goal at Advicent is to perfect the customer experience and create extremely satisfied, life-long clients as well as develop a team of first-in-class leaders across the business.
Share and enjoy
To our valued customers,
Before I begin, I want to thank you for your business and partnership. We recognize that you have a choice in financial planning software providers and appreciate the trust you have put in Advicent to support the financial health and well-being of your clients.
As I take over as chief executive officer at Advicent, it is hard not to reflect back on the last fifteen years. Over that time, I have witnessed substantial transformations within the industry; our current landscape is no different. In fact, some people would call this a time of “uncertainty.” We have seen a “revolution” of sorts — rapid technological advancements, emerging competitors, capital infusions, robo-advisors, seismic regulatory shifts, and, most importantly, changing consumer expectations.
One thing, however, has remained constant during this time — our commitment to developing best-in-class financial planning technology coupled with exceptional customer experiences, which together contribute to the success of our clients.
You see, it is difficult not to impart one’s personal objectives toward a company mission after so many years with an organization. It is difficult not to become an integral contributor to the strategy that a global company such as Advicent needs to succeed. It is hard not to become extremely passionate about exceeding the expectations of our clients’ satisfaction.
What is more certain during this changing time? Advicent. For nearly 50 years, our technology has contributed to millions of financial plans across the globe. We continue to defy all odds, leveraging our experience in large enterprise implementations while still remaining nimble and agile to ensure we are competing in this rapid period of innovation.
I want to close this note with my commitment to you, our valued client:
- I vow to lead Advicent as a client-first organization, providing an exceptional experience to all of our clients and ensuring long-lasting partnerships that drive us both toward a successful future.
- I vow to lead Advicent with a nimble and agile mindset in this ever-changing industry. Advicent will lead the charge in FinTech innovation, regulatory thought leadership, and enterprise implementation. We are the leader in these areas, and this will not change.
- I vow to lead Advicent in the direction of our mission: Enable everyone to understand and impact their financial future. Your firm and ours have the same mission — to provide exceptional financial advice to millions of individuals across the globe.
Finally, I will end with this: Know that during my fifteen years with this organization, I have always led with a client-first mentality. Know that Advicent has been the leader in our space for nearly 50 years, and we will continue to lead the way for you and for your clients during these dynamic times.
Chief executive officer