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"The challenge for all of us is that, as agents redefined themselves as advisors in response to increased customer expectations, they expected wholesalers to make a similar change. Advisors are much less interested in giving you their time just for product presentations now. They want your advice – especially when …
"In addition to our primary goal of enhancing the overall experience for our members and agents, digital transformation must allow us to keep up with ongoing regulatory and compliance requirements, as well as improve ease of business and improve our reporting and analytics capabilities."
EIS Group moves insurance carriers closer to their customers. Leading insurers use the EIS digital insurance platform to build and deliver fast, simple, engaging experiences across the entire insurance lifecycle …
IMTC is a New York City-based fintech company revolutionizing fixed income portfolio management. Its cloud-native platform equips investors managing portfolios for retail and institutional clients with advanced optimization and automation …
Preqin is the Home of Alternatives, foremost provider of data, analytics and insights to the alternative assets community. From pioneering rigorous methods of data collection to developing a revolutionary platform, …
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