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Merit Financial Advisors introduces Merit Amplify
New model offers flexible solutions for advisory firms looking for additional support while preserving their independence
Ascend appoints Saima Shaukat as New Advisory Board Member
Ascend, the first modern insurance financial operations automation platform, is pleased to announce the appointment of Saima Shaukat as the newest member of its advisory board. Saima’s combined technology and financial services industry experience will help advise Ascend as it seeks to expand its platform throughout the insurance distribution channel. Saima joins with over 20 years in sales leadership and marketing strategy for the software as a service (SaaS) industry. Starting her career with Salesforce, Saima...
Cedar appoints Krista Anderson-Copperman to the Companyâs BOD
A veteran of Okta and Salesforce, Anderson-Copperman brings extensive experience building and scaling customer success solutions at the leading edge of SaaS
Bento Engine launched âInstall Nowâ feature during AdviceTechLIVE
Self-directed online journey will enable advisors to independently embed Bento Engine programs into their CRM
Streamline Business Transactions With Buy Now, Pay Later Solution
Buy Now, Pay Later providers have transformed customers' shopping experiences. It has smoothed the financial process for customers and the B2B industry.
Lessons from the Silicon Valley Bank Collapse: A Fintech Governance Wake-up Call
Extract invaluable lessons from the Silicon Valley Bank collapse, reshaping the future of fintech governance. Arm your institution with the knowledge to thrive in a dynamic landscape.
PayBlox launched its pioneering platform at www.PayBlox.com
PayBlox.com Launches Groundbreaking Merchant Account Platform that will Revolutionize Payment Processing.
Steadily chooses Ascend to Automate Financial Operations & Growth
Steadily, America’s top-rated landlord insurance company who recently raised a Series B round in July, has chosen Ascend, the industry-leading financial operations automation platform, to enhance operational efficiency and accelerate its mission to make landlord insurance fast, easy, and affordable. Ascend’s platform streamlines online invoicing, premium financing, and carrier payables, and directly updates the status of all payments received and payables owed and completed back into the agency management system, allowing full visibility into the...
BIBA launches new member âSmartBrokerâ facility with FullCircl
The British Insurance Brokers’ Association has launched a new member facility with FullCircl, the Customer Lifecycle Intelligence (CLI) platform, that provides insurance brokers with a wealth of comprehensive company information and insights for businesses in the UK and Ireland. FullCircl SmartBrokerâ˘, available to BIBA members at a special discounted rate, is a unique proposition designed to help brokers prospect with precision, deliver tailored outreach at scale, provide better underwriting submissions, increase client retention, and cultivate...