Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

As an insurance agency owner or manager, you need more than charisma and prospective clients. Selling insurance requires a range of products and services that streamline your operation. Most agency ...

Regardless of the sector you work in, investing in digital and automated transformation is becoming inevitable. Whether you want it or not, competition in the market will force you to embrace change ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

INTX Insurance Software (“INTX” or “the Company”), a provider of a fully integrated, single solution to the entire P&C insurance policy lifecycle, today announced its official North American launch ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

New York City-based wealthtech software developer FP Alpha announced Thursday the official release of the firm’s new tool, P&C Snapshot. P&C Snapshot was first announced in March at the T3 Conference ...

Move fast and break things is a disruptor’s mantra. Except in the insurance business when it involves AI enhanced software maker Comulate, a fake brokerage, and billion dollar private equity backers.

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

Shadi Sa’adeh reveals how their products are setting a benchmark in the industry ESKADENIA Software has been a trusted technology partner for insurers across the Middle East, Africa, and Europe. As a ...