Search Results for: data collection review

Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors
Business Fintech News

Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce the availability of its FireLight Sales Platform within the Schwab Advisor Services Annuity Concierge Service for Advisors. FireLight efficiently enhances and automates in-good-order applications and business processes for......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech News

Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

Fintech News Desk
by Fintech News Desk0
Orion’s Home Experience, Revealed at the T3 Advisor Conference, Marries the Best of App- and Dashboard-Based Technologies to Help Advisors Prioritize and Run Their Days More Productively. The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), the premier provider of financial advisor......
1