Financial Intellect is built on a foundational philosophy and common passion for assisting clients in achieving ambitious business-acceleration goals. That focus on intelligent data construction delivers the information you need based on your view of the world and your needs:
Financial product sponsors use Financial Intellect tools, including business intelligence programs, to identify advisors searching for the best investment solutions for their clients.
Service and technology providers use Financial Intellect data analytics to discover potential partners requiring assistance to grow their businesses.
Marketers and strategists rely on Financial Intellect to perform broad market segmentation for research, distribution, and analysis.
Josh Jennings Josh has over 20 years of experience working with database technologies in a variety of capacities including analytics, visualization, performance and data conversions. He has previously held roles at Donaldson, Lufkin & Jenrette, Credit Suisse, Actimize and Jefferies.