FIDx

Insurance Exchange has won—again! For the third time in four years, the industry has acknowledged our technology with a Wealthie. We’re beyond thrilled to share the 2024 WealthManagement.com award for Best Insurance Offering with our friends at Envestnet, Inc. Thanks to the entire Insurance Exchange team for their continued work to create the best solution for the annuity industry! #annuities https://lnkd.in/eV9D2qBr

We hit the road this episode for an in-depth discussion with iPipeline CEO Pat O'Donnell. Our host (and FIDx CMO) Michael Kazanjian talks with Pat about his first year in the role, his vision for the future of the company, and the importance of connecting technologies. #InsureTech #FinTech #FinancialServices #Insurance

See how Insurance Exchange is a game changer for everyone in annuity distribution. https://lnkd.in/ePURrNpw #annuities

We’re thrilled to introduce our panelists for "Unlocking Data to Craft a Scalable Ecosystem" on Tuesday, December 3 at 1:00 p.m. ET. Together, Colleen Ruane, Jeremi Karnell, and Robert Huntsman, CFA, FRM bring more than 50 years of combined experience and invaluable insights into data-driven strategies. Here’s a closer look at their impressive backgrounds: Colleen Ruane—Previously led Data and Analytics product strategy across SEI Investment and Wealth Management, overseeing a collective AUM of $378 billion. Jeremi Karnell—Co-founder and former CEO of Truelytics (acquired by Envestnet in 2022), Jeremi now leads a powerhouse team of data analysts and scientists, driving groundbreaking insights and business intelligence for Wealth Enterprises. Robert Huntsman—Chief Data Officer at iCapital and a recognized leader in data and AI-driven transformation. As Chief Data Scientist at Prudential Financial, he directed a team of 150+ data scientists, delivering $100 million in annual profits through AI innovation. Don’t miss the opportunity to learn from these visionary leaders! Tuesday, December 3 | 1:00 p.m. ET https://lnkd.in/e_w9Abj3 #DataLeaders #ScalableEcosystem #RegisterNow

Forget Boomers, Gen X is the annuity market's new frontier. Discover the strategies insurers are using to connect with this tech-savvy generation and stay for the four other stories that got our attention in this edition of “The FIDx Five.” https://lnkd.in/erW9yYPE #annuities #retirement #fintech

The FIDx Rogue Squadron team had an exciting softball season! After a slow start offensively, the team caught fire, culminating in a 22-run outburst in one game. Standout performances were plentiful, with Eric Close hitting for the cycle. Despite some defensive inconsistencies, the team's spirit remained high, with Captain Dan Sachais leading the charge with his powerful hitting (and humorous recaps for the company). Rogue Squadron is looking forward to the playoffs and bringing home the championship!

Kicking off this ongoing virtual series is a special session on Tuesday, Dec. 3 at 1 p.m. ET with data leaders from FIDx, iCapital, and Envestnet, Inc as they explore why data management and utilization are essential for success. Register now for this event to dive into strategies that make data work for you. https://lnkd.in/eBVAmHPF Panelists include: Colleen Ruane, Chief Data Officer, FIDx Robert Huntsman, CFA, FRM, Chief Data Officer, iCapital Jeremi Karnell, Head of Data Solutions, Envestnet

&Partners just launched Insurance Exchange, and Jillian Hoffman, MBA joins host Sara Selverian on the latest episode of “Inside the Exchange” to discuss how they plan to leverage the technology for its annuity business. #annuities #fintech

The ongoing discussion surrounding annuity commissions includes calls for greater fee transparency and a shift toward client-centric advice. Find out more about that and the four other stories in this edition of “The FIDx Five.” https://lnkd.in/eqMHTGmE #annuities #retirement #fintech

Call them paranoid, but Michael Kazanjian and Jon Halliday figure a little kindness now might go a long way when the robots inevitably rise up.?So, how nice are you to your AI and digital assistants? #RobotOverlords #JustKidding