Kyle provides revenue and sales analysis for all Advicent go-to-market teams. These analytics optimize Advicent pipeline forecasting, marketing strategies, and leveraged media channels to improve efficiency of sales operations. Kyle is interested in combining his three passions: tech, data analytics, and marketing, to drive success.
Presentation Module, a feature in NaviPlan®, brings firms process benefits that result in business growth, even during changes to the advisor workforce.
Advicent recently held our 2018 Rally Week to reflect on the first half of the year and kick off the remaining second half.