Propel 2018
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This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
Thank you to the more than 50 attendees who joined us in our own 'backyard,' Charlotte, NC, for our second annual in-person user group meeting late last month. Representatives from 13 of our client and partner organizations participated in Propel 2018 and provided invaluable feedback to our product and client service teams. We truly appreciate the candid input and all we learned from our customers throughout the event.
The day and a half event was full of exciting sessions and presentations, with diverse topics, including IFS tables, best practices in UI/UX, digital enablement, advisor onboarding and more. We were able to share and shape our product roadmap based on input from our clients. Of course, a highlight was hearing our customers share and collaborate on the unique and exciting ways they are using our platform. Daniel Aguillon, VP of Digital Platforms at Advisor Group, and the team at Fresh Consulting were kind enough to share some of the work they are doing together with us to facilitate digital enablement through design and technology. This year, for the first time, we welcomed two sponsors to our user group. A big thanks to VTX, LLC, and Fresh Consulting for supporting Propel!
