About The Author

Brian Melter

About Brian Melter

Brian joined Boston Financial in 2012 as the Managing Director for the E-Business Solutions Division. Brian helps to advance web, mobile, social media, and emerging technology-based solutions to foster innovation, cost-effective growth, and enhance client and advisor engagement. Brian has more than 21 years of experience in mutual fund technology, operations, marketing, and strategy. Prior to joining Boston Financial, Brian was with Wells Fargo Funds Management, where he led the Operations, Retail Marketing, and E-Business teams. Before Wells Fargo Funds Management, Brian led E-Commerce strategy, design, development, and online marketing for Strong Financial Corporation.

Category: Technology

2016 Gadget Guide

It’s that time of year again, the holiday shopping season. Each year the holiday shopping season seems to start earlier and earlier, but Black Friday and Cyber Monday still represent…

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Category: Creating Future Value, Industry Trends, Technology

Are You Falling Behind in the Digital Age? What it Takes to Deliver Exceptional Customer Experiences

To remain relevant, firms must be attuned to their customers’ expectations, behaviors, and needs. They need to be in lockstep with the customer experience. But the customer experience is undergoing…

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Category: E-Business, Industry Trends, Technology

How Do You Rate On Our Digital Checklist?

With the ever-changing digital landscape, you may be asking yourself, where do we take our website to? Take our digital checklist to help get a good picture of where you…

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Category: Technology

2015 Holiday Gadget Guide

In anticipation of Black Friday, Cyber Monday, and the busiest shopping month of the year, I’m back with Boston Financial’s annual gadget guide. This year I have some truly unique…

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Category: Client Forum, Technology

Optimizing the Customer and Intermediary Experience

One of the hot topics discussed at the Boston Financial Client Forum last month was the customer and intermediary experience. On the first afternoon, a panel of industry experts shared…

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