HM
Heather Mcmillan
Director Of Sales at Fortuna.Ai
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Work Experience
Director Of Sales
Nov 2018 - Present · 6 years and 1 months
Jan 2012 - Jun 2018 · 6 years and 5 months
Associate Advisor
Feb 2018 - Jun 2018 · 4 months
Associate
Jan 2012 - Feb 2018 · 6 years and 1 months
Company Details
11-50 Employees
Fortuna is an AI-powered growth platform helping firms scale leveraging video, automation and digital transformation to get new clients and ultimately boost revenue. AUM Growth Platform is a brand new category, most financial advisory businesses today rely on word of mouth referrals, cold calling, or hosting expensive seminars to acquire new clients. We've figured out a way to amplify your word of mouth client acquisition attracting new + retaining existing clients - leveraging the power of digital. Our mission is to turn your current customers and connections into your biggest advocates - a true sales army. We are extremely confident we can help you grow your financial services business. Talk to us today to give us an opportunity to show you how over 400+ advisors have used us successfully - let's brainstorm!
Year Founded
2017
Social Media
LinkedinFacebookTwitter
Industry
Information Technology & Services
HQ Location
180 John St Toronto, Ontario M5T 1X5, CA
Keywords
Artificial IntelligenceSaaSAI Augmented ToolsSmall and Medium BusinessFinancial ServicesFintechFinancial AdvisorsAdvisoryAUM Growth
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