![]() They provide consistent, regular support to your brand in the form of revenue. While there certainly should be some overlap, the two different terms serve different goals in your marketing tactics.Ī customer base is essential to your brand. They are the group of people who will repeatedly buy your products or services and provide the highest amount of financial value to your company.Ī customer base is different from your ideal customer profiles.Īn ideal customer profile will give you a fictionalized person who you want to target and explain why they fit best with your brand, but your customer base is the real people who actively buy from you today. Started in 2007 by several industry experts, the company now has hundreds of clients, including some of the biggest and most respected names in the Financial Services Industry.Simply put, a customer base is the group of most loyal and engaged customers that a business has. To read more about the re-organization and Fiduciary Decisions plans for 2022 and beyond, please check-out the longer update on our website.įiduciary Decisions is recognized as one of the industry's leading services for independent, comprehensive, actionable decision support systems for retirement plans. We are proud of where we have come from, but we have more work to do to make sure our clients help their clients provide Retirement Security to so many millions of Americans." Kmak summarized "Given all the lawsuits, regulations, and trust issues, we believe our focus on building decision support systems that are independent, comprehensive, and actionable has never been more vital to the retirement industry. Craig has been instrumental in the success of the firm since he joined FDI shortly after it was founded in 2007, previously leading the sales and service of advisors and broker-dealers. Rowe Price, JP Morgan and Ascensus.įinally, Craig Rosenthal has been named Chief Administrative Officer and Head of Research. Her background includes executive roles at T. ![]() Kathleen's experience leading both institutional and retail client organizations aligns with FDI's growth. Next, Kmak has named Kathleen Connelly as Chief Client Officer. Mike brings over 30 years of successful executive leadership in both the advisor and institutional marketplaces. Kmak also noted that Mike Narkoff will continue as Chief Revenue Officer leading the firm's overall business development strategies, a vital position given the new services lines Fiduciary Decisions has developed. In the financial services industry, Chris has worked with wealth managers and venture backed FinTech plays that have had dramatic grown. His experience includes Sony Music, working with artists such as Britney Spears and Usher, and the American Kennel Club. ![]() Chris has a proven track record working both inside and outside of financial services. Next, Tom announced the hiring of Chris Walker as Chief Marketing Officer. In this role, he will continue to innovate FDI's offering and anticipate market needs. Matt has been with Fiduciary Decisions since its inception in 2007 and was instrumental in establishing many of the methodologies and patented processes FDI uses today leading directly to a proprietary database of 325,000+ plans. Now that we have multiple service lines, it's time to expand and organize our team to meet the growing demand for these services from our existing clients, as well as new clients that will need help."įirst, Kmak noted that Matt Golda is named as Chief Product Officer responsible for product development, technology, and data management. "When we started out in 2007, offering just benchmarking services, we always anticipated that we could build other product lines to help service providers, plan sponsors and participants make better decisions about their retirement plans." said Tom Kmak, co-founder and CEO of FDI. 2022 new sales are forecasted to be double the historically high 2021 results. FDI's focus on delivering solutions that help Americans retire successfully is driving the expansion and diversified revenue streams. The expanded offering has resulted in a wider institutional and retail client base deploying new solutions including plan design, rollover recommendation and a Research Division. TIGARD, Ore., J/PRNewswire/ - Fiduciary Decisions (FDI), the retirement plan industry's leading benchmarking firm, has announced a reorganization to meet growing client demand for their new services.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |