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Advyzon

www.advyzon.com

 
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

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Clinton Savings Bank

Clinton Savings Bank a bank in MA committed to the communities it serves, strives to consistently deliver quality financial services based on customer needs through highly motivated employees interested in making the bank a great place to work. Our history can be traced back almost to the date that Clinton itself was established as a town. Incorporated on May 15, 1851, Clinton Savings Bank holds the distinction as the first bank to open in the Clinton community. The bank was organized by a group of young, progressive and farseeing citizens, entertaining a keen concern for public good and firmly grounded in the belief that the individual must look to one`s own industry and thrift for personal success. Since that time, Clinton Savings Bank has been committed to providing the products most important to our customers with a tradition of personal service and advice that is an experience our customers can bank on. We also care about giving back to our community. All of us at Clinton Savings Bank believe we can do our part to build up our community and make it a great place to live and work. Today, over 159 years later we are still committed to serving the banking needs of our Central Massachusetts community as a full service mutual financial institution with nearly 500 million in assets. Our generations of experience set us apart from other Massachusetts banks. We invite you to see how our expertise can benefit your life.