Vestmark Named as Finalist in 2013 Stevie® Awards For Sales & Customer Service

Wakefield, MA - Jan 30, 2013 - Vestmark, a leading innovator of advisory solutions and wealth management technology, has been named a finalist in the seventh annual Stevie® Awards for Sales & Customer Service, and will ultimately be a Gold, Silver, or Bronze Stevie Award winner in the Front-Line Customer Service Team of the Year category.

The awards are presented by the Stevie Awards, which organizes several of the world's leading business awards shows including the prestigious International Business Awards.

The final results will be announced during a gala banquet on Monday, February 25 at the Paris Hotel in Las Vegas, Nevada. Finalists from the U.S.A. and several other nations are expected to attend.

More than 1,100 entries from organizations of all sizes and in virtually every industry were submitted to this year’s competition, an increase of 10% over 2012. Finalists were determined by the average scores of 120 professionals worldwide, acting as preliminary judges.

Vestmark's Front-Line Customer Service team, led by Annmarie Rogers, senior vice president of Vestmark's Customer Engineering organization, has implemented hands-on innovative practices that have been central to Vestmark's ability to deliver its value proposition to its customers and grow from zero to more than $200 billion in assets managed on Vestmark’s Software-as-a-Service (SaaS) platform.

John Lunny, CEO of Vestmark, says of the customer service team, "Their continuous hard work enables us to constantly focus on ensuring client satisfaction and improving client servicing. The dedication of our Technical Support and Customer Engineering teams to our clients is the foundation for Vestmark's continued success."

More than 100 members of several specialized judging committees will determine Stevie Award placements from among the Finalists during final judging, to take place January 28 - February 8.

"Many of our preliminary judges have commented about the high quality of the entries the competition received this year," said Michael Gallagher, president and founder of the Stevie Awards. "Our final judges will have a challenging but rewarding task, to determine the Gold, Silver and Bronze placements."

Details about the Stevie Awards for Sales & Customer Service and the list of Finalists in all categories are available at www.StevieAwards.com/Sales.

About The Stevie Awards:
Stevie Awards are conferred in four programs: The American Business Awards, The International Business Awards, the Stevie Awards for Women in Business, and the Stevie Awards for Sales & Customer Service. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide. Learn more about The Stevie Awards at www.StevieAwards.com.

Sponsors and supporters of the 7th annual Stevie Awards for Sales & Customer Service include the BusinessTalkRadio Network and ValueSelling Associates.

About Vestmark

Headquartered in Wakefield, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.

Media Contact

Elizabeth Shim
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