AdvicePay Financial Advisor Community Blog

Erika Madden

Erika Madden
Erika is the reason you’ll keep smiling, even in the (rare) event you have an issue with AdvicePay. As a mom of three kids with a Journalism degree, a long history of leading customer service, and a mild obsession with Lord of the Rings (extended version), you know Erika has the patience and tenacity to stick with whatever challenge comes up. Her problem-solving and communication skills are amazing, but honestly, it’s her volunteer advocacy work with victims of domestic abuse that makes her our real hero.

Recent Posts

April 2022 Quarterly Release Notes

April 06, 2022 By: Erika Madden

Welcome to AdvicePay’s quarterly release notes! After a break this winter to give our team the space to focus on some big projects, we’re ushering in spring with a full tour of the most popular new features. We’ve got updates all over our platform, so...

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Topics: Release Notes

Reflections on AdvicePay’s 15th Quarterly Team Retreat

February 09, 2022 By: Erika Madden

Here at AdvicePay our team just wrapped up our 15th quarterly retreat at our office headquarters in beautiful Bozeman, Montana.

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Topics: AdvicePay Culture

5 Q&As About What Your Clients Experience in AdvicePay

June 30, 2021 By: Erika Madden

As a financial advisor, you want to provide your clients with responsive service, proactive communication, and an overall exceptional experience. A critical piece of ensuring that your clients are delighted is knowing both what your clients experience in...

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Topics: User Experience, Client Relationships

Announcing the AdvicePay and Salesforce Integration

February 18, 2021 By: Erika Madden

We are thrilled to announce that AdvicePay is now integrated with Salesforce, one of the most popular CRM systems in the financial services industry.  

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Topics: Feature Releases, Integrations

Announcing the AdvicePay and DocuSign Integration

January 29, 2021 By: Erika Madden

At AdvicePay, we are continually working to build new features and integrations that streamline your workflows, free up your time, and simplify the process for your clients. That's why we are excited to announce our newest integration with DocuSign! This...

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Topics: Feature Releases, Integrations

December 2020 Release Notes

January 06, 2021 By: Erika Madden

2020 was a year filled with change, challenges, and adaptation. Let's celebrate putting a bookend to last year with our December 2020 Release Notes! This past month, we released a new integration and also worked on some small but sweet updates in the app.

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Topics: Release Notes

November 2020 Release Notes

December 02, 2020 By: Erika Madden

This past month, we worked on a bunch of great updates for you: from minor bug fixes to adding the ability to preview invoices as a PDF before publishing. We also have a sneak peek at a few new exciting features and integrations that are just around the...

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Topics: Release Notes

October 2020 Release Notes

November 04, 2020 By: Erika Madden

It's a new month, which means we have another round of product updates and bug fixes for you! In addition to a new integration for our Enterprise users, we also added the ability for you select multiple descriptions of services on a single invoice or...

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Topics: Release Notes

September 2020 Release Notes

October 02, 2020 By: Erika Madden

In addition to several bug fixes, this past month we expanded the abilities of our existing advance/arrears date range setting. We also added a security pin feature for signing documents and have been preparing for a few exciting releases in October...

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Topics: Release Notes

August 2020 Release Notes

September 09, 2020 By: Erika Madden

This past development cycle, we continued to make improvements to our native eSignature integration, improved our ADA accessibility, removed our invoice download limit, and crossed off some other updates and bug fixes on our list. 

Check out our release...

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Topics: Release Notes