Search Results for: agency brokerage platform

Integrity Expands Presence in Midwest with Landmark IMO PIPAC Health & Life Insurance Brokerage
Fintech News

Integrity Expands Presence in Midwest with Landmark IMO PIPAC Health & Life Insurance Brokerage

Fintech News Desk
Rapidly growing IMO will gain access to Integrity’s insurtech platform to enhance their reach and influence in the health and life insurance markets Integrity Marketing Group, LLC (“Integrity”), one of the nation’s leading independent distributors of life, health and wealth products, announced it has acquired PIPAC Health & Life Insurance......
Exdion EDGE Platform Automates Insurance Broker Policy Life Cycle
Artificial Intelligence InsurTech News

Exdion EDGE Platform Automates Insurance Broker Policy Life Cycle

Fintech News Desk
New Platform Boosts Efficiency, Improves Accuracy, Speeds Processes, and Lowers Costs Exdion Solutions, Inc. unveiled its new suite of commercial insurance policy servicing products, called Exdion EDGE. “We have harnessed the latest technology to create a suite of products that will alter and improve how brokers manage their most important......
The Securities and Exchange Commission's (SEC) Circular on the Trading Of Foreign Securities by Investment Platforms in Nigeria 2021: A Year for Quick Fix or Transformation for Finance & Accounting Outsourcing Industry
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The Securities and Exchange Commission’s (SEC) Circular on the Trading Of Foreign Securities by Investment Platforms in Nigeria

Ibrahim Moshood
The apex regulator of securities in Nigeria, the Securities and Exchange Commission (“SEC”) has issued a circular, with respect to technology investment platforms providing the Nigerian public with access to foreign securities. The circular dated 8 April 2021, issues a strong warning to these investment platforms and Capital Market Operators......
Ameritas Selects Docupace as Back Office Platform
Fintech News

Ameritas Selects Docupace as Back Office Platform

Fintech News Desk
Leading insurance and investments provider inks agreement to streamline operations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for......
Voyager-Completes-Merger-with-LGO-Positioning-Company-with-Fully-Regulated-European-Platform
Business Cryptocurrency Fintech News

Voyager Completes Merger with LGO Positioning Company with Fully Regulated European Platform

Fintech News Desk
Voyager Digital  Ltd., a publicly traded, licensed crypto-asset broker that provides investors with a turnkey solution to trade and earn interest on crypto assets, today announced that it has closed on the previously announced merger of its European operations into LGO, SAS, an entity regulated by the AMF, France’s stock market regulatory......
Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage
Fintech InsurTech News

Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage

Fintech News Desk
The insurtech startup aims to transform the role of retail agents in today’s insurance ecosystem Covered by SAGE, a modern, tech-enabled Property and Casualty (P&C) insurance brokerage revolutionizing the insurance industry, announced it has successfully closed a $6 million seed round, led by NFX with participation from Tectonic Capital and Treasury,......
QuinStreet, Inc. Announces QuinStreet Rating Platform's First Customer, Plymouth Rock's Direct-Response Channel
Business Fintech News

QuinStreet, Inc. Announces QuinStreet Rating Platform’s First Customer, Plymouth Rock’s Direct-Response Channel

Fintech News Desk
QuinStreet, Inc., a leader in performance marketplace products and technologies, announces that High Point Brokerage Company, Inc., the direct response insurance agency of carrier Plymouth Rock, is the first agency to integrate its innovative new QuinStreet Rating Platform (QRP), unveiled last month. High Point Brokerage participated in QRP’s development and......
Capitolis Launches Fast-Track Novations Technology, First of its Kind in the FX Options Market
Fintech News

Capitolis Launches Fast-Track Novations Technology, First of its Kind in the FX Options Market

Business Wire
Improved technology and processes allow participants to fast-track tear-ups via the Capitolis Novations platform Capitolis, the technology company creating safer and more vibrant capital markets, announced it has successfully launched its fast-track Novations technology with the execution of a same day tear-up. Reaching this milestone—the first of its kind in......
BindHQ and Ascend Partner to Transform Broker Management and Financial Operations, Streamlining MGA Payment Workflows, Boosting Efficiency and Profitability
Fintech News

BindHQ and Ascend Partner to Transform Broker Management and Financial Operations, Streamlining MGA Payment Workflows, Boosting Efficiency and Profitability

PR Newswire
Ascend, the leading provider of financial operations automation software to the insurance industry, is proud to announce its strategic partnership with BindHQ, the premier agency operating system for MGAs, wholesalers and MGUs. This collaboration leverages Ascend’s suite of automation solutions to streamline payments and accounting processes alongside BindHQ’s all-encompassing management......
Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
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