MVTRAC的动态

Danielle Sesko, CPA, Director of Product Management at TruStage?, recently had an in-depth conversation about the digital lending space with FinTec Buzz. Sesko discussed new opportunities to support borrowers and how loan payment insurance like TruStage? Payment Guard Insurance could help lenders face their challenges. Learn more about the evolutions in digital lending here: https://bit.ly/3PFjQzH

Calculation power, reliability, customization – these are just a few of the elements that define a truly exceptional Portfolio Management System. Learn what else you should be looking for in this Advisor.ca interview with Croesus' Product Leader Annik Voyer : https://bit.ly/3xKSi6G #AdvisorEfficiency #ClientRelationships #WealthTech #PortfolioManagementSystem #WealthManagement #FinTech #WealthTech #PMS #FinTechSolutions

You have the financial workflow, we have the products to facilitate it and improve your efficiency...go see the interview with one our product leaders, Annik Voyer, below to show you how we can help your workflow.

Excited to share this interview with Advisor.ca where I detail, as Product Leader at Croesus, the key elements of a high-performing Portfolio Management System. ?? Calculation power, reliability, and customization are essential, but there's much more to consider! ?? Discover my insights in this article and tell me: what do you think are the biggest challenges in portfolio management today? ?? #AdvisorEfficiency #ClientRelationships #WealthTech #PortfolioManagementSystem #WealthManagement #FinTech #WealthTech #PMS #FinTechSolutions

Our latest product release introduces several enhancements to our #PortfolioManagement technology, offering greater flexibility and increased efficiency for #WealthManagers. Huddlestock’s portfolio management technology combines with an order execution engine, end-user experiences, and custody services, offering a complete front-to-back wealth technology platform. Find out more here: https://ow.ly/cOWp50U1hFs Stay updated on all our latest feature announcements and updates: https://ow.ly/VP8T50U1hFo #wealthtech #portfoliomanagementsystem #wealthmanagement #investmentmanagement #investmentoperations

One of the biggest pain points when I was a claims processor was the amount of manual workflow management we had day-to-day. Between routing work through statuses, having to set manual pend dates, and running reports to find the claims that slipped through the cracks; the handholding required with legacy claims processing put the focus on admin tasks. With Benekiva we can automate those tasks, letting your analysts focus on the most important part of the claim…delivering the promise of the policy to your beneficiaries! #lifeinsurance #annuity #claims Brent Williams Tony Diodato James Preston Joe Malone Christina Sciarrotta Mike Shea Pat Byrne Krista Eger, CSPO, ALMI, ACS Kim Kasten Maura Gilson O’Donnell, AIF?, PMP?, PCM?

Get your report now: https://hubs.ly/Q02Vq_F50 Learn more at https://hubs.ly/Q02Vr5fn0 Streamline your claims process! Adopting electronic claims filing can cut waiting times by 10-20%, with 80% of claims paid within 30-60 days. Brent Williams, Tony Diodato, Maura Gilson O’Donnell, AIF?, PMP?, PCM?, Ankita Kanade, Elaine Coultas, Shelby Sawyer, James Preston, Joe Malone, Mike Shea, Pat Byrne, Jes Vargas, Ryan Dooley, Krista Eger, CSPO, ALMI, ACS, Jes Vargas, Krista Eger, CSPO, ALMI, ACS #claimstech #claimprocessing #claimsautomation #insurtech #optimizeclaims #fintech #futureofinsurance

The key to navigating the TCJA sunset? Proactive estate planning. Advisors can help high-net-worth clients lock in elevated exemptions using strategies like SLATs, ILITs, and lifetime gifting before 2026. #SSNCBlackDiamond and the Advent Insurance Marketplace, powered by DPL Financial Partners, make integrating these strategies into holistic plans easier. Learn more in today’s blog by Justin Wayne. https://lnkd.in/eDEAz_sr #fintech #wealthmanagement

Explore how Beaumont Financial Partners found the perfect fit with #SSNCBlackDiamond, allowing for high customization and scalability. Learn how they automated processes, eliminated manual workflows, and enhanced their staff's experience. https://lnkd.in/eYnUu6bh #fintech #wealthmanagement #techpartner

INNOVATION with IMPACT at SPEED. ? This is the formula our partners at RBC Wealth Management use to accelerate net new assets by leveraging AI and outsourced data science. How are you innovating to grow net new assets??