Confluence appoints Chris Riggio as CRO and Phillipa McLune as CCO

Rick Steves

The appointments follow Confluence’s acquisition of Investment Metrics and Compliance Solutions Strategies (CSS) in late 2021. 

Confluence Technologies has appointed Chris Riggio as Chief Revenue Officer (CRO) and Phillipa McLune as Chief Client Officer (CCO), both reporting to President and Chief Operating Officer (COO) Todd Moyer.

Chris Riggio, based in San Diego, is responsible for all sales and marketing strategies across all of Confluence’s products and services. He joins Confluence from ISS Market Intelligence, where he was Global Head of Sales and Client Engagement.

His track record of setting strategic direction and managing integrations for large financial services firms will prove valuable to the company following its acquisitions of Investment Metrics and Compliance Solutions Strategies (CSS) in late 2021. He will be accelerating the company’s growth given client and industry demand for better data transparency and insights.

Phillipa McLune, based in London, is responsible for client success across all professional services and managed services offerings. She joined Confluence with the acquisition of Investment Metrics, where she was Global Head of Customer Success.

Her 25 years of experience in SaaS and enterprise technology solutions has focused on building high-trust and high-value relationships, using innovative approaches to accelerate business retention and growth.

Both new hires will ensure that Confluence provides clients with best-of-breed solutions that meet the analytics, reporting, data, and investment insights needs of asset managers, asset owners, asset allocators and service providers.

Instrumental in maintaining relationships with Confluence clients

Chris Riggio, Chief Revenue Officer at Confluence, said: “It’s exciting to join Confluence at this moment in the company’s history. The global investment management industry needs the cutting-edge solutions that Confluence provides, and with the addition of CSS and Investment Metrics, the offering has broadened and deepened. I’m looking forward to focusing our message to clients so they see the value we can provide to them, and to their own customers.”

Phillipa McLune, Chief Client Officer at Confluence, commented: “Confluence’s clients are a who’s who of the global investment management industry. Around the world, our customers are looking for integrated solutions to take advantage of evolving technologies and keep up with ever-changing regulations. Confluence is committed to getting them what they need to thrive and to best serve their own clients, the end investors.”

Todd Moyer, President and Chief Operating Officer at Confluence, added: “We’re pleased to welcome Chris and Philippa to Confluence, and I’m certain they will be instrumental in maintaining relationships with our clients and maximizing the opportunities from the integration of our recent acquisitions. Chris has built a career leading global sales and marketing teams while integrating diverse business lines and departments across large enterprises like ours. Over the course of her career, Philippa has demonstrated the ability to deepen relationships with existing clients and reach into new markets as well, aligned with Confluence’s commitments as we continue to grow.”

Confluence Technologies offers a wide range of data solutions pertaining to performance and analytics, risk, regulation, investor, and ESG.  communications,

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