Check this out in case you haven't!
In case you missed it, Luma is now partnered with The Index Standard! This collaboration provides in-platform objective and transparent tools to further enhance client outcomes for annuity products. Users now have access to a comprehensive scoring system and actionable annuity allocation insights directly from Luma’s Product Marketplace.
Looking forward to discuss and showcase data-led reinsurance with Mark Bennet and Giulio Genillard!
In order for data to flow seamlessly between brokers and reinsurers, stakeholders need practical solutions to integrate with their underwriting technology. On April 25, Synpulse8 and ACORD Solutions Group are co-hosting an event to showcase the collaboration between our solutions. Konrad Niggli, Giulio Genillard, and Mark Bennett will lead the interactive session. Join us virtually or in person at our London office for this upcoming demo: https://lnkd.in/eH-5hi7s
President at AIP Marketing Alliance, an Integrity Company, Distribution Partner for Wholesalers & Independent Insurance Agents
Just a reminder, #annuities are our specialty! Are your agents selling #annuity products? Do they have access to more than 60 insurance carriers? Let's have a conversation about how AIPMA can jumpstart your annuity sales program!
Before Q1 ends, let’s talk about the FREE #Annuity resources available through AIPMA to support annuity sales for you. Get in touch with our Business Development team at (800) 783-5206 Press 2 or [email protected] to learn more about FireLight, Accelerate on-demand video training, new annuity carriers, annuity leads, Wink, Inc.’s AnnuitySpecs, and #MOREin24! https://lnkd.in/eZ46n3R
Director of Product Implementation @GridBase Process Improvement and Product Strategy
Strategizing, solutioning, and solving problems through the use of technology as a tool can be a game changer in your business. When done right and executed with the proper game plan!
Implementing a new technology solution can revolutionize your business. Our Director of Product Implementation Cartree Pettis II is sharing how lenders can ensure their next tech rollout goes smoothly: https://bit.ly/47vicsN #GridBase® #MortgageServices
Never miss a critical update with Revnue’s smart alerts and notifications. Stay informed about key contract milestones and asset status changes in real time. Our platform ensures you're always in the loop, allowing you to act quickly and effectively. Be proactive and keep your business running smoothly. 📬 Visit our website to learn more: revnue.com #Revnue #ContractManagement #AssetManagement #SmartAlerts
Join us for an insightful event on the role of Automated Valuation Models (AVMs) in the property industry! Discover how AVMs, developed by industry leader Proptrack, complement the work of valuers and their limitations. Gain valuable insights into when AVMs excel and when human expertise is essential, along with a breakdown of the technical foundations behind these models. Don't miss out on understanding the future of property valuation! Don't miss out! Find out more here 👉 https://lnkd.in/gs73KUrP #MachineLearning #PropertyValuation #VICEvent
Get ready for something big! We're on the brink of our latest product enhancement, Nebo Pro 2.0. This new functionality extends our capabilities to allow financial advisors to craft a personalized asset allocation and perfect-fit portfolio for every client at every stage of life, in minutes and with just a few keystrokes. This product enhancement significantly reduces the time required for financial advisors to delivered truly personalized portfolios that are 100% in sync with a clients’ goals objectives. And with Nebo Pro 2.0, you can now reoptimize client portfolios in mere seconds, always maintaining perfect alignment between a client’s financial plan, market conditions and their own personalized portfolio. Don't miss the opportunity to see our platform in action. Schedule your personalized demo or book an introductory call now to discover how we can transform your advisory practice. P.S. Here's a fun behind-the-scenes look at Matthew Kadnar, CFA whiteboarding the new features—innovation in action! #Innovation #personalizedassetallocation #productenhancement
Say goodbye to manually entering data 👋 Transform financial documents into useable digital data effortlessly with BGL SmartDocs! SmartDocs is free for Simple Invest 360 and Simple Fund 360 clients. Want to learn more? Visit: https://bit.ly/2PGbrzx #BGLcorp #SmartDocs #Webinar #SimpleFund360 #SimpleInvest360
Here’s a little sneak peak into one of our interactive team meetings we have here at RCS TRAXX. In these sessions, we carefully analyse every part of our software and see how we can continuously keep improving to make our client’s procurement and asset management journey that much more efficient. Our professionals here at RCS TRAXX bring in their valuable insights accumulated over their years of experience in this field. When it comes to software development or sales and marketing, this is where all the magic happens! #procurementprocess #assetmanagementanalytics
IUM challenges the status quo in the short-term industry, believing it is important to be transparent about claims turn-around times with the goal of exceeding client's expectations in service delivery efforts. IUM has developed and integrated a live real-time claims dashboard that can be viewed on our website. #IUM #claimsturnaround #transparency #serviceexcellence #assetsunderprotection #claimspaid #consultyourbroker
Looking to close sales-led deals with usage-based billing? Learn more about how Wolfia (YC) leveraged Maple's quote-to-cash workflows to ✅ Accelerate their deal close times with an automated signature to billing workflow ✅ Support full usage-based billing with their sales-led motion ✅ Save percentage of revenue fees for subscription management of their sizeable deals https://lnkd.in/gdzq_YnQ
