Asset-Map Holdings, Inc., a Philadelphia-based financial technology company, is pleased to announce that Alan Giancaterino, CLU, RHU, ChFC or “Alan G.” as he is known around the financial services industry, has joined the company as chief revenue officer. He brings a background in both financial services marketing and sales, as well as a track-record of elevating the success of FinTech companies.
Asset-Map is committed to growth and continuing to bring advisors and financial services firms the tools they need to create effective financial roadmaps for their clients. Alan G.’s main role is to bring a revenue-focused mindset to the company. He will align staff and structure, focusing on marketing, business development, sales, strategic partnerships, and customer success to strengthen corporate governance and ultimately increase sales. “Now that we’ve established ourselves in the FinTech space, Asset-Map’s next objective is to increase our impact on advisor practices. We are excited to have Alan’s solid reputation and extensive experience in guiding companies to the next level,” explained H. Adam Holt, CEO and founder of Asset-Map.
“I am thrilled to be a part of the dynamic Asset-Map team. They’re helping clients and their advisors gain new levels of understanding to better help them make informed financial decisions. It’s a very timely product suite aimed at facilitating enhanced KYC for regulatory compliance and achieving better outcomes for the client and advisor alike,” said Alan G. “With an explosive wave of new FinTech and behavioral finance development in the past five-years, there is no better time for Asset-Map to expand.”
A subject matter expert and veteran public speaker, Alan G. has built his reputation around a passion for helping companies succeed. Before joining Asset-Map, he held positions at Financial Profiles, E-Z Data/Ebix, Broadridge-Investigo and Docupace, and most recently co-founded the first online community dedicated to financial professionals — Finlocity. Always interested in technology, he transitioned into FinTech in 2000 after nearly 20-years as a home office executive for several leading life insurers and their broker/dealers and continues his efforts to show how technology can enhance the client-advisor relationship.
Asset-Map believes everyone deserves to understand their finances to make better decisions about what matters most. Founded by financial advisor H. Adam Holt in 2008, Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future. For more information about Asset-Map, visit www.asset-map.com or connect with us on LinkedIn: https://www.linkedin.com/company/asset-map/ and Twitter: @asset_map.