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Our Businesses

Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.


Our Capabilities

We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

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Who is BetaNXT?

We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive solution.

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Client Access

Current clients can access support systems and request assistance with enhancements and upgrades.


Our Resources

Solutions Overviews, Press Package, Process will find them all here.


Lisa Warren

Lisa Warren

Chief Customer Officer, Mediant

Lisa Warren is Chief Customer Officer for Mediant, responsible for business development and client retention. Prior to joining Mediant, Ms. Warren was Vice President of Sales and Marketing at Proxy Monitor (now Institutional Shareholder Services), where she managed the institutional sales team and was Regional Director for the Northeast, UK and Europe. Previously, she served as Head of Institutional Sales at Polyconomics, an economic research and publishing firm and Regional Manager at Rochdale Securities, a brokerage firm representing a wide range of independent research products. Ms. Warren is a partner in Gimme Credit, a leading provider of independent corporate bond research. She is also vice chair of the board of directors of Rock The Street, Wall Street, a financial and investment literacy program designed to spark the interest of high school girls into finance. Ms. Warren holds a BA in economics and political science from the University of Colorado.