Search Results for: Financial Group

The Plain Dealer Names Valmark Financial Group A Winner Of The Cleveland Top Workplaces 2020 Award
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The Plain Dealer Names Valmark Financial Group A Winner Of The Cleveland Top Workplaces 2020 Award

Fintech News Desk
by Fintech News Desk0
Valmark Financial Group has been awarded a Top Workplaces 2020 honor by The Plain Dealer.  Valmark ranked 12th among 100 reputable companies in the Northeast Ohio small business space to be recognized as a Top Workplace. The list is based solely on employee feedback gathered through a third-party, with the results of top performers published in......
Nassau Financial Group Launches “Simple Annuity,” a First-of-Its-Kind iOS App for Fixed Annuities
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Nassau Financial Group Launches “Simple Annuity,” a First-of-Its-Kind iOS App for Fixed Annuities

Fintech News Desk
by Fintech News Desk0
Nassau Financial Group (“Nassau”) launched Simple Annuity, its inaugural iOS mobile application, to support the sales of its fixed rate annuities. The Simple Annuity app marks a key step in Nassau’s efforts to redesign the sales and consumer experience for annuities, empowering agents with digital tools to support sales and......
Lincoln Financial Group Names New Head of Finance and Actuarial for Group Benefits Business
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Lincoln Financial Group Names New Head of Finance and Actuarial for Group Benefits Business

Fintech News Desk
by Fintech News Desk0
Bram J. Spector Brings 20 Years of Industry Experience to the Role Lincoln Financial Group announced Bram J. Spector has joined the company in its group benefits organization as senior vice president, head of Finance and Actuarial. The Finance and Actuarial organization is responsible for partnering across the group benefits......
Gilded Automates Crypto Billing With Recurring Invoices
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Avanti Financial Group Closes Funding Round, Positioning It For Bank Charter Application Process

Fintech News Desk
by Fintech News Desk0
Avanti Financial Group, Inc. announced the closing of its angel round of funding, which positions Avanti to achieve required milestones in its process of applying for a bank charter. The round was led by the University of Wyoming Foundation with participation from Morgan Creek Digital, Blockchain Capital, Digital Currency Group, Lemniscap,......
Magellan Financial Group Limited Adopts BasisCode Compliance System in Australia
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Magellan Financial Group Limited Adopts BasisCode Compliance System in Australia

Fintech News Desk
by Fintech News Desk0
BasisCode’s Expansive Functionality and Ease-of-Use Cited as Key Factors in Selection Magellan Financial Group Limited (Magellan), one of Australia’s leading fund management companies with over A$96 billion in assets, has selected BasisCode Compliance LLC as the provider of its personal trading system. Read More: Jack Henry & Associates Launches Core-Integrated Accounts Receivable Financing BasisCode Compliance,......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Fintech InsurTech News

Valmark Financial Group Launches Life Insurance Fulfillment Tool™ (LIFT™)

Fintech News Desk
by Fintech News Desk0
Valmark continues its rich history of innovation in the life insurance industry by expanding its toolkit for independent insurance and financial professionals. Its newest offering, the Life Insurance Fulfillment Tool™ (LIFT™), is focused on making the process of buying life insurance simpler for both clients and advisors. Read More: Healthfully and Paya......
M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms
Fintech InsurTech News

M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms

Fintech News Desk
by Fintech News Desk0
FAST, a Verisk business, announced that M Financial Group has licensed FAST software to help provide innovative products to its Member Firms and their clients. M Financial, a leading distributor of life insurance products and services, will use FAST software to generate additional growth opportunities by developing and offering unique......
Wyndham Capital Mortgage Selects Homebot to Help Loan Officers Build Client-For-Life Relationships
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Homeowners Financial Group Selects Homebot to Help Its Licensed Mortgage Professionals Build Client-For-Life Relationships

Fintech News Desk
by Fintech News Desk0
Homeowners Financial Group can now deliver powerful home finance insights to their clients throughout the homeownership lifecycle Homeowners Financial Group (HFG), an Arizona-based mortgage company, announced a partnership with Homebot, provider of the award-winning client-for-life portal that empowers consumers to build wealth through homeownership. This partnership will enable every Homeowners Financial Group......
SalesFocus Solutions Partners with Foreside Financial Group
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SalesFocus Solutions Partners with Foreside Financial Group

Fintech News Desk
by Fintech News Desk0
Partnership will enhance Foreside’s clients’ existing sales analytics and reporting capabilities SalesFocus Solutions, a Fintech leader servicing asset management firms has entered into a partner program with Foreside Financial Group (“Foreside”), a global provider of compliance technology solutions and product distribution services to the asset and wealth management industries. The......
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