Vickie Lewin is the Chief Growth Officer at Amplify, a leading wealthtech platform designed to streamline operations for RIAs and enterprise firms. With over 30 years of experience in financial services, fintech, and asset management, she previously served as Senior Vice President and Chief Success Officer at AssetMark, where she played a pivotal role in scaling the firm from a $1 billion TAMP to an industry leader managing over $100 billion in assets. At Amplify, Vickie leads sales and marketing efforts, driving strategic growth and aligning product development with market needs. She is also a passionate advocate for increasing the representation of women in the financial services industry and actively mentors the next generation of female leaders.

In a rapidly evolving financial technology ecosystem, RIAs are overwhelmed by the complexity of choosing the right tech stack to support their growth and streamline operations. With hundreds of tools on the market and many offering overlapping functionality, how can advisory firms confidently select solutions that deliver long-term value without creating more operational headaches?

Vickie Lewin, an expert in sales strategy and customer success, highlights two key inflection points that drive advisors to seek new platforms, namely breaking away to start independent firms and growing frustrated with outdated systems. She shares that the solution lies in offering flexible, all-in-one systems that integrate with existing tools while still delivering best-in-class capabilities for functions like trading and risk scoring. She emphasizes the importance of innovation, thoughtful customer experience, and a roadmap that prioritizes meaningful feedback over sheer volume. Vickie advises firms to innovate proactively, value service over product, and always stay close to client needs.

In this episode of The Customer Wins, Richard Walker interviews Vickie Lewin, Chief Growth Officer at Amplify, about how financial advisors can make smarter tech choices. Vickie discusses the challenges of technology overload, how to balance innovation with client service, and the future role of AI in the wealthtech industry. She also explores integration strategies, the power of user experience, and navigating a crowded advisor tech market.