Envestnet: Clarifying a Complex Financial Solution

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Envestnet, Clarifying a Complex Financial Solution

A publicly traded company needs to make sense of its broad and deep technology offering

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  • Challenge

    After years of acquiring companies and developing its own technology for financial advisors, Envestnet needed to clarify its end goals for all of its stakeholders, including partners, clients and investors.

  • Solution

    Streamline the multifaceted Envestnet brand. Spotlight division leaders who understand how the company’s solutions address client pain points. Promote CEO Jud Bergman as a visionary leader with an opportunistic approach to disrupting the financial industry.

  • Result

    Envestnet today serves over 47,000 financial professionals and continues to grow. Multiple spokespeople highlight the unique aspects of the firm’s offering, as well as its comprehensive nature. CEO Jud Bergman is positioned as an advocate for independent financial advisors and an inventive thinker challenging the status quo.

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    Envestnet's Crager: Unlocking Big Data's Potential to Reshape Advisory Firms

    President Bill Crager sits down with InvestmentNews to discuss Big Data’s potential to reshape advisory firms.

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    How Advisors Can Use Technology and Service to Fight Fee Compression

    Executive Vice President & Head of Strategic Partnerships Richard Dion collaborates with Ezra Group CEO Craig Iskowitz in this Financial Advisor Magazine article about advisory fees.

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    Live From Envestnet: Characteristics of Disruptive Innovators

    CEO Jud Bergman’s high-impact presentation at Envestnet’s annual Advisor Summit is summarized in-depth on Wealthmanagement.com.

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    Envestnet’s Strategy Opens Window Into Future of Independent Advice

    President Bill Crager explains to Think Advisor why Envestnet is not a custodian but rather a much more robust service offering for those seeking independent financial advice.