Welcome to the May 2022 issue of our d1g1tal Newsletter.
Earlier in the year we announced the addition of three U.S.-Based Senior Leaders to the d1g1t team. We are very fortunate to have onboard Sales veteran Tate Haymond, formerly of Nasdaq Asset Owner Solutions, as Chief Revenue Officer; Silicon Valley technology leader and software entrepreneur David Karchmer, as Chief Technology Officer; and Engagement expert Dianna Heideman, formerly of Envestnet Inc, as Vice President of Client Experience.
These additions demonstrate our commitment to expanding throughout North America, as we continue with our rapid growth trajectory into 2022. We have now a team of over 100 amazing professionals behind the d1g1t platform, which now powers some of the top wealth management firms, multi-family offices, registered investment advisors (RIAs) and broker-dealers in Canada and the U.S. In the last year alone, our client base and revenues jumped by over 80% and we doubled assets under management to over $150 billion.
And this is just the beginning… as I mentioned in a recent interview with WealthBriefing, we passionately believe that, more than ever before, financial advisors are irreplaceable when it comes to supporting client needs and goals, especially for high net worth and ultra-high net worth families. In a world with uncertainty around inflation, geopolitical risks and a lingering pandemic, 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. Newsletter
In this edition of the d1g1tal Newsletter, we feature an exciting partnership we recently announced. “In Conversation with…” features Patrick Primerano, the President and CEO of National Bank Independent Network (NBIN). We are truly excited to work with the NBIN team to implement d1g1t’s client engagement tools, advanced analytics, risk management, modern reporting and performance management capabilities, and bringing them to their clients. This partnership demonstrates NBIN’s innovation and its commitment to deliver superior services to independent wealth management firms in Canada. I believe that it also validates our unique value proposition, as well as our ability to empower large financial institutions with effective tools that scale and elevate their client engagements.
In “Meet the team”, we introduce Dianna Heideman, d1g1t’s new VP of Client experience. We regularly talk about how d1g1t helps financial advisors elevate their clients’ experience. We must be fully committed ourselves to provide our clients with an unmatched experience. We are fortunate to have Dianna onboard and leading the charge to make us better every day!
As always, I’d like to thank our growing community of clients, partners, investors and friends for your continued trust and support. Enjoy this Newsletter and please continue sending us your comments and suggestions.
- In Conversation with Patrick Primerano, President, NBIN
- d1g1t Views & Accolades – a selection of d1g1t editorials and published opinion pieces
- d1g1t Platform Updates – an overview of recently released product features
- d1g1t in the News – a summary of recent press releases and d1g1t profiles
- Meet the d1g1t Team – Dianna Heideman, Client Experience team
View the full d1g1tal Newsletter HERE