logo
logo

Advyzon Investment Management Appoints Scott Smith As Chief Revenue Officer (CRO)

Jun 04, 2024about 1 year ago

Position

Chief Revenue Officer

Company

Advyzon

Scott Smith
ChicagoFintechArtificial IntelligenceFinancial ServicesSoftware

Description

Advyzon Investment Management (AIM) has announced the hiring of Scott Smith as Chief Revenue Officer (CRO). Smith, an accomplished executive in the financial services industry with over 20 years of experience, will oversee sales, marketing, pricing, and revenue management, focusing on continued growth and success of AIM.

Company Information

Company

Advyzon

Location

Chicago, Illinois, United States

About

Advyzon is a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers. The company has recently announced key enhancements to its next-generation platform, including new mobile app, workflow automations, artificial intelligence capabilities, and rebalancing tax optimizations.

Related People

Sign in to view contact details

Sign in to view contact details

Sign in to view contact details

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months