Search Results for: insurance broker

Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform
Economy Fintech InsurTech News

Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform

Fintech News Desk
by Fintech News Desk0
 Good Life Companies, one of the nation’s fastest-growing independent hybrid RIA firms, announced the successful recruitment of two independent financial advisor businesses to its platform with approximately $150 million in total client assets.  Former bank channel financial advisor Paul Castro has launched Pathway Wealth Management, an independent practice affiliated with Good Life Companies. ......
Chinese insurtech firm Waterdrop raises $230M, plans IPO
Fintech InsurTech News

Chinese insurtech firm Waterdrop raises $230M, plans IPO

Fintech News Desk
by Fintech News Desk0
Chinese online insurance technology platform Waterdrop Inc. has raised $230 million in a new funding round led by reinsurer Swiss Reinsurance Co. Ltd. and Chinese internet giant Tencent Holdings Ltd., it said on Thursday. Waterdrop’s existing investors, including IDG Capital and Wisdom Choice Global Fund, also participated, it said in a statement.......
Blockchain Fintech News

VeChain Introduces New Blockchain-enabled Sustainability Solution To Power “Green Business” For Enterprises

Fintech News Desk
by Fintech News Desk0
As consumer behaviors shift towards greener and more sustainable products due to climate change awareness, companies are increasingly looking to integrate a more sustainable approach to their businesses. Market-leaders such as Nike, Adidas, H&M & Amazon are already placing sustainability at the forefront of their global product and marketing strategies. Read More: Habito, UK’s Digital Mortgage......
Ameritas Selects iPipeline’s SSG Digital Platform to Enhance Life Insurance Processing for Financial Professionals
Fintech News

iPipeline Platform to Take on New Dimension with Sean Fallon as VP, SSG Digital Platform & Policy Administration

Fintech News Desk
by Fintech News Desk0
Low Code, User Configurable Next-Gen Digital Platform to Offer a Connected Highway for iPipeline Products and Customer’s Existing Systems iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, announced the appointment of Sean Fallon to the position of Vice President, SSG Digital Platform......
Fintech News

Real Estate Technology Helping New York and New Jersey Consumers Find Opportunity During COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
REX, the real estate technology company connecting residential real estate buyers and sellers and offering the lowest transaction costs in the industry, released two new reports Wednesday analyzing housing market trends in New York and New Jersey. Public data compiled and analyzed by REX’s data team, led by Chief Data Scientist Andy Terrel, shows......
Fintech InsurTech News

Data Dimensions Announces CEO Transition

Fintech News Desk
by Fintech News Desk0
Data Dimensions has announced that the company’s President and CEO, Jon Boumstein will be moving to a new role as Advisor to Data Dimensions Board of Directors. In his new role, Boumstein will also serve as an Executive Advisor to Thompson Street Capital Partners, Data Dimensions majority owner, assisting with......
InsurTech News Risk Management

The Intelligence Network by BAE Systems Adds Two Key North American Steering Committee Members

Fintech News Desk
by Fintech News Desk0
2,000 members and growing, the network is committed to fighting cyber fraud and cybercrime and delivering real-world solutions by 2025. Today, BAE Systems announced the prestigious additions of David Chenkin, Managing Partner of New York-based Zeichner Ellman and Krause LLP (ZEK) and chair of the firm’s Anti-Money Laundering/Financial Crime and......
Artificial Intelligence Fintech News

AF Group Selects Convr to Accelerate Underwriting Transformation

Fintech News Desk
by Fintech News Desk0
Leading carrier to use Convr’s AI platform to enable a more streamlined and automated underwriting process Convr, formerly known as DataCubes, today announced that AF Group, a leading national provider of specialty insurance, will utilize Convr’s AI platform to reduce time to quote while improving accuracy and the customer experience for......
Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
Discovery Data Launches MarketPro Intelligence Platform, Unveils Evolved Brand
Fintech InsurTech News

Discovery Data and AdvisorTarget Announce Partnership Integrating Predictive Behavioral Data Signals With Actionable Advisor Profiles to Empower Sales and Marketing

Fintech News Desk
by Fintech News Desk0
Discovery Data, the market leader with superior data and analytics on firms and people in the financial services and insurance industries, has announced the integration of AdvisorTarget’s predictive behavioral data signals within their cloud-based platform and marketing services to empower sales and marketing teams with timely insights and sophisticated targeting......
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