Category: Client Forum, Technology

Innovation – Hot Topic at the 2013 Client Forum


Innovation Street SignAs we get geared up for the Boston Financial Client Forum, I have been asked to moderate a panel on technology, innovation, and hot topics of the day. Innovation is a new focus for the mutual fund industry and we’re rolling it into our client forum to bring awareness to how the industry is embracing it. C-level leaders are not only seeing innovation as a priority, but recognizing it as a tool to survival.

Innovation will be a big topic on our Client Forum technology panel. One of the panelists is John Refford from Natixis Global Asset Management. John is a technologist at heart, but blends technology with marketing to, in his words, “make marketing more awesome.” Before the Client Forum I would encourage you to take a look at some of his blog posts on technology, innovation, and more as they may give you some great ways to work with technology within your organization.

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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