Search Results for: field service professionals

Inszone Insurance Services Completes Acquisition of Carmichael Associates
InsurTech News

Inszone Insurance Services Completes Acquisition of Carmichael Associates

Fintech News Desk
by Fintech News Desk0
Inszone Insurance Services: a rapidly growing, national provider of benefits, personal and commercial lines insurance, announced the acquisition of Carmichael Associates, Inc. “Carmichael’s team of professionals have been exceptional in the field, and we are thrilled to incorporate their innovation into the Inszone’s framework” Established in 1988 by Stan Carmichael,......
Finance News

RBC Wealth Management Working to Make Financial Services More Inclusive, Joins Financial Alliance for Racial Equity

Fintech News Desk
by Fintech News Desk0
RBC Wealth Management – U.S. is committed to bringing more diversity to financial services. That’s why the firm is excited to join in activities with the Financial Alliance for Racial Equity (FARE) coalition. RBC Wealth Management fully supports the FARE mission to unite financial services firms, historically Black colleges and......
Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule
Fintech News

Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule

Fintech News Desk
by Fintech News Desk0
Offering enables compliant use of testimonials and endorsements to drive business growth Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, announced that it is expanding its compliance capabilities to help financial professionals make the most of testimonials and endorsements. The new functionality, which......
Eberl Claims Service and Wilbur Partner to Provide Exclusive Claims Technology Solutions
News Property

Eberl Claims Service and Wilbur Partner to Provide Exclusive Claims Technology Solutions

Fintech News Desk
by Fintech News Desk0
This exclusive alliance enables a seamless process throughout the entire claim lifecycle and is only available via Eberl to US Insurance Carriers. Learn about the benefits this combined technology + service solution delivers at ITC Vegas next week at booth 2378. Eberl Claims Service, a leading US provider of property......
Home Data and Services Platform PunchListUSA Secures $39Million Series A Funding Led By Sweetwater Private Equity and Morpheus Ventures
Fintech Funding News

Home Data and Services Platform PunchListUSA Secures $39Million Series A Funding Led By Sweetwater Private Equity and Morpheus Ventures

Fintech News Desk
by Fintech News Desk0
New investment will accelerate deployment of proprietary technology and geographic expansion to serve homeowners with lifecycle services PunchListUSA, the first real estate platform to digitize home inspection data for instant estimates and online ordering of home repair services, today announced it has secured $39 million in investments led by Sweetwater Private Equity and Morpheus Ventures.......
Edelman Launches Edelman Smithfield Globally to Focus on the Financial Markets and Strategic Situations
Finance News

Edelman Launches Edelman Smithfield Globally to Focus on the Financial Markets and Strategic Situations

Fintech News Desk
by Fintech News Desk0
Financial communications boutique brings together approximately 250 financial market specialists in more than 25 cities and 15 countries Edelman announced the global launch of Edelman Smithfield, a financial communications boutique that specializes in the financial markets and strategic situations, serving clients in the United States, EMEA, Asia and beyond. The......
MAI Capital Management Acquires Winfield Associates
Finance News

MAI Capital Management Acquires Winfield Associates

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition adds to MAI’s financial planning and investment teams MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Winfield Associates (“Winfield”). The acquisition adds talent to MAI’s financial planning and investment teams......
Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
Fintech News

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings

Fintech News Desk
by Fintech News Desk0
New trust company leverages the benefits of America’s most progressive tax laws for clients Fieldpoint Private announced the launch of a sophisticated full-service trust company, Fieldpoint Private Trust, in response to widespread demand from clients, advisors, bankers and others. “Our philosophy is based on a deep respect for clients’ important relationships......
UserZoom Appoints Gregg Hampton as Chief Financial Officer
Analytics Digital Finance News

UserZoom’s Survey Reveals Companies Missing Golden UX Optimization Opportunities — Leaving Growth Opportunities and Financial Gains Out on the Field

Fintech News Desk
by Fintech News Desk0
Approach to UX Measurement Lacking, Despite Link to Revenue and Business Outcomes UserZoom, the pioneer of the Digital User Experience (UX) Insights category, has announced the findings from its State of UX Survey 2022, revealing companies are missing out on crucial revenue opportunities by not managing or measuring UX like a......
Talisman Casualty Insurance Company Provides Claims & Suit Management Services
InsurTech News

Talisman Casualty Insurance Company Provides Claims & Suit Management Services

Fintech News Desk
by Fintech News Desk0
NV-based Talisman Casualty Insurance Company is encouraging the business community to consider using their proprietary claims and diligent management services to further their goals. The company specializes in utilizing cell captive insurance to help certain types of businesses get off the ground and manage risks that other insurers may not be willing......
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