Dianna Heideman, formerly of Envestnet Inc., has been named Vice President of Client Experience. He previously served as the Vice President of Client Experience Services at Envestnet, a fintech firm where he spent most of his career focusing on customer engagement and relationships.
Their onboarding cam as d1g1t’s business grew dramatically in 2021.
The five-year-old firm now employs over 100 specialists, down from 60 a year ago, and has grown its client base and sales by over 80%.
The platform, which serves some of the most prestigious wealth management firms, multi-family offices, registered investment advisors (RIAs) and broker-dealers in Canada and the United States, has doubled its assets under management to $150 billion. Have given.
“The continued growth of our business and customer base during another difficult year is a testament to the quality and resilience of the amazing d1g1t team along with our strong value proposition,” said Dr. Dan Rosen, Co-Founder and CEO of d1g1t. “More than ever, it is essential for wealth management businesses to have a premium technology platform that provides everyone in the firm with the information they need at their fingertips.”