InvestorFlow
Dana is the EVP of Client Success at InvestorFlow. She is a certified Change Management practitioner with 20+ experience in Financial Services. She partnered with some of most recognized firms in the space in to drive adoption of workflow tools in both Education and Change Management capacities. Dana's focus at InvestorFlow is to create a customer journey and experience that optimizes engagement, drives implementation success, and brings industry best practices to the clients.
This person is not in any offices
InvestorFlow
InvestorFlow is a leading provider of investor experience applications for asset and investment managers.