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 are.


E-Biz Blog Post new

How did you do? If you circled too many red or yellow answers, you may need to play some catch up. Boston Financial can help. We’ve assisted clients with their overall digital strategy and have built the next generation of web platforms to elevate your secure web presence to the next level. Contact us to learn more!


Brian Melter

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.

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