With the rise and ever increasing popularity of self-service investment tools, traditional wealth management firms are finding that it’s imperative to adopt digital solutions to stay competitive.
Author: Mara Fazio
Mara is Principal Director of Marketing for Envestnet focused on the Data & Analytics business unit (formerly Yodlee Inc.). She is responsible for driving awareness and demand generation among Bank, Wealth, Technology and Research audiences and ensuring growth among existing clients. Mara has spent her entire career managing marketing functions within the financial and the financial technology industries and holds a BS in Business with a focus in Marketing. Mara has held numerous marketing positions over the years spanning the entire customer lifecycle with extensive experience in customer feedback and driving customer success. She is also a member of Harbor, Envestnet’s employee resource group supporting women in the workplace.