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Avantax, Blucora’s wealth-management business, has acquired GuideVine Technologies. GuideVine market lead-generation and marketing software using to convert prospects into clients.
GuideVine will be integrated Avantax’s existing software suite to support the marketing needs of its advisors.
Avantax said GuideVine’s technology “focuses on converting general consumer interest into motivated, qualified prospects.” It employs a variety of techniques to match prospects with advisors.
“Adding GuideVine’s technology will help Avantax streamline lead-generation and client conversion for our Financial Professionals so they can pursue organic growth while serving existing clients,” Todd Mackay, president of Avantax, said in a prepared statement.
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards. Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that. A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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Avantax, Blucora’s wealth-management business, has acquired GuideVine Technologies. GuideVine market lead-generation and marketing software using to convert prospects into clients.
