February 1, 2022 – Executive search firm Accelent has placed former Kasisto executive Stephen Epstein as the new chief marketing officer of SoftWorks AI. Leading the assignment were John Boehmer, managing director; Maura McShane, partner; and Jerzy Jung, associate. “We are excited to announce that Stephen Epstein has joined the company as our first ever chief marketing officer,” SoftWorks AI said. “As a member of the executive team and with his 20-plus years experience in banking product, technology and marketing, Stephen has helped build some of the industry’s most successful financial technology brands. Working together with the rest of the Softworks AI team, he will drive our brand into the market as we focus on being the leader in touch-less automation within the mortgage and lending sector.”
Over the past 20 years, Mr. Epstein has held marketing and product leadership positions in many financial technology companies and brings extensive knowledge of the financial services industry through his time at leading global banking organizations. He has a record for overcoming business deficiencies, complex and challenging product issues with the innate ability to quickly restructure product strategies and reposition market messaging in order to align to industry growth, trends and opportunities with a goal of delivering robust revenue growth. Previously, Mr. Epstein was chief marketing officer of Kasisto. Prior to that, he served in various roles with Merlon.
In his new position with SoftWorksAI, Mr. Epstein is responsible for the firm’s marketing strategy and related functions, including branding, positioning and product marketing, in addition to demand and lead generation.
SoftWorks AI is dedicated to helping businesses enhance operational efficiency by providing reliable, innovative document automation solutions. The company’s goal is to leverage its deep expertise in OCR, advanced data capture, and AI technologies to convert raw information into actionable insight, equipping knowledge workers with the means to drive business value faster and more intelligently.
Accelent is an executive talent acquisition and integration firm that serves technology clients in the internet, E-commerce and digital media space as well as the enterprise SaaS software sectors. The firm has completed a number of searches in the general E-commerce arena for companies such as Borderfree, Fluid and ShopKeep.
Mr. Boehmer has built his professional career around the technology industry. His executive search experience and business-building background has served hundreds of companies in the internet, ecommerce and digital media space as well as the enterprise and SaaS software sectors. His clients have ranged from venture-backed emerging and mature growth companies to global large-cap media and software concerns. He has completed engagements across almost every organizational function, including CEO, COO, CFO, CTO and heads of sales, marketing and product development.
Ms. McShane is an executive search consultant with over 15 years of experience in the technology sector. Her primary focus has been on enterprise software, internet, E-commerce, security and systems integration. Her clients have ranged in size from venture capital backed start-ups to Fortune 500 corporations. She has been responsible for driving the research strategy, candidate development, client assessment and presentation. She has successfully completed searches in all functional areas, including C-level and board of directors.
Ms. Jung has held roles as both a coordinator and executive assistant at MediaLink’s executive search practice. Previously, she spent many years in the field of education in both administrative and teaching positions. She earned her bachelor’s degree at Muhlenberg College, focusing on English and women’s studies.
Contributed by Scott A. Scanlon, Editor-in-Chief; Dale M. Zupsansky, Managing Editor; and Stephen Sawicki, Managing Editor – Hunt Scanlon Media