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intellicents named finalist for 2023 LUMINARIES Awards for Thought Leadership & Education

December 7, 2023

NEW YORK, NY -- intellicents has been named a top runner in the Thought Leadership & Education category for the 2023 LUMINARIES awards by ThinkAdvisor due to their intellisteps worksite financial planning program.  These awards give a look at the work of industry leaders and pioneers while highlighting how they produce meaningful results through efforts that matter most, like intellicents.

“Over the past year we have concentrated on pushing worksite financial planning as one of our main and prime services,” emphasized CEO and Co-Founder of intellicents. “Our new intellisteps worksite financial planning program gives us the necessary technology to collect participant data so that we can truly provide a foundational financial plan in both digital and hardcopy form for every participant covering budgeting, debt management, emergency savings, death protection, and retirement readiness. For those that want more, the program gives them direct access to an intellicents CERTIFIED FINANCIAL PLANNERto work with them to provide an integrated comprehensive financial plan. This is truly people smarts plus great technology!”

Now in its third year, the LUMINARIES awards program highlights how top-performing industry participants — both firms and individuals — produce meaningful results through efforts that matter most to financial advisors in Community Impact; Executive Leadership; Financial & Investment Innovation; and Thought Leadership & Education. The Class of 2023 Finalists are being recognized for the original and compelling ways they’re driving the wealth management, investment, and retirement industry forward.

“By nature, the business is competitive, and that competitiveness includes innovation and striving for better experiences and better benefits for the clients we serve. Industry awards like the LUMINARIES create a sense of competition around things that are meaningfully beneficial to clients and investors, as opposed to awards for the most profitable firms,” said David Knoch, CEO of Docupace Technologies and a past LUMINARIES winner for executive leadership.

You can learn more about intellisteps and how intellicents is providing financial planning as an employee benefit with it here.

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