Tag : Levitate

Levitate Now Offering FINRA-Reviewed Content As Part of Content Library
Finance News

Levitate Now Offering FINRA-Reviewed Content As Part of Content Library

Fintech News Desk
Levitate is proud to announce the addition of FINRA-reviewed content to its expansive content library. Getting marketing content approved can be burdensome for small businesses in the finance industry. The Financial Industry Regulatory Authority (FINRA), a not-for-profit government-authorized organization that oversees U.S. broker-dealers, has many rules and regulations around financial advertising. While......
Levitate and HawkSoft Launch Two-Way API Integration Between Platforms
InsurTech News

Levitate and HawkSoft Launch Two-Way API Integration Between Platforms

Fintech News Desk
New read-write capabilities will allow independent insurance agents to build & nurture relationships more seamlessly. Levitate and HawkSoft are proud to announce the second major milestone in their partnership – the launch of their two-way API integration for users of both platforms. This highly-anticipated update to the existing read-only integration allows Levitate to......
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Business Fintech News

Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

Fintech News Desk
Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools. Levitate, the keep-in-touch marketing platform started by former ShareFile founder Jesse Lipson, announced an integration partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors. Read More: SBLI Increases Coverage to $750K......
Levitate Partners With HawkSoft Agency Management System to Offer Complete Contact Management and Communication Solution
Fintech News

Levitate Partners With HawkSoft Agency Management System to Offer Complete Contact Management and Communication Solution

Fintech News Desk
Agencies using HawkSoft can now seamlessly integrate with Levitate’s keep-in-touch tools. Levitate and HawkSoft have partnered to help independent insurance agents focus on what they do best: building relationships. Read More: GlobalFintechSeries Interview with Tim Kelly, CEO & Founder at BitOoda With the launch of API integration, HawkSoft’s customers gain the......
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