Lori Martel

Lori Martel is a seasoned C-suite product executive with 25+ years of experience driving growth of scalable SaaS platforms, and building high-performance product management teams across capital markets, banking, wealth management, and insurance. As the Chief Product Officer at InvestorFlow, Lori is focused on creating AI-differentiated, digital experiences to enable raising capital, deploying capital, and servicing investors. Known for her customer-centric approach, Lori excels in applying innovation to customer outcomes, optimizing technology debt, and leading high-performing teams. Her career spans leadership roles at KPMG Consulting, Oracle, and Envestnet / Yodlee, where she drove growth through scalable CRM and SaaS platforms and transformative digital initiatives.