Vincent Kwan

Senior Account Executive

I want to help take the burden off your Marketing and Compliance teams’ hands by making your digital marketing process quick and easy, all while providing premium user support along the way. Our solution helps financial brands build an effective online presence, engage their target market, and increase leads and revenue with the latest digital marketing strategies.

With extensive experience helping enterprises grow, I know how your brand can leverage technology solutions that tailor to unique and dynamic workflows while providing best-in-class security and usability. Let me help your brand grow your online presence in a way that feels authentic, on-brand and amplifies your digital messaging.

I would love to hear from you if you’re interested in finding ways to grow the digital marketing effectiveness of your network of agents.

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Why Your Website MUST have an SSL Certificate (and What It Is)

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Google has made an update that may affect the way people view websites and ultimately advisor websites when viewed on a Google Chrome browser. In July of 2018, with the release of Chrome 68, Google will begin displaying “not secure” warnings…