| Name | Title | Contact Details |
|---|---|---|
Joe Howard |
Senior Vice President and General Counsel | Profile |
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 to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.
Brunswick Credit Union is the biggest credit union in New Brunswick, proudly serving over 40,000 members with $1 billion in assets. We are more than just a full-service financial institution; we are a community partner dedicated to improving the lives of New Brunswickers. The collaborative vision of Advance Savings, Bayview, and Progressive Credit Unions led to the formation of Brunswick Credit Union, dedicated to making a greater community impact. Our mission is to redefine banking by prioritizing our members and communities over profits. We invest back into the community, support local businesses, promote youth sports, and contribute to the future of New Brunswick. With 14 branches across New Brunswick, our employees are always ready to go above and beyond to create a personalized experience for every member. You are an important part of our community, not just a number.
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