At ProSight Financial Association, our purpose drives us daily. As our CEO Debbie Bianucci says, 'We get up every day with a singular focus to support financial services leaders in achieving their business goals while making our industry even stronger.' Together, we’re committed to empowering financial services leaders to strengthen and advance our industry. Visit our website to learn more: https://lnkd.in/gVjUaYcZ #ProSight
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We’re all about saving our customers time! ?? See how NinjaOne helped LeaderOne Financial cut ticket remediation time by 50%. Efficiency, simplified. ?? To find out how NinjaOne can boost your efficiency and save hours every week book an appointment through the link above or feel free to send me a message!
We’re all about helping our customers save time where it matters most. Discover how we helped LeaderOne Financial cut their ticket remediation time by 50%, boosting efficiency and keeping their IT team focused on growth. ?? Read the full story here: https://bit.ly/3Um16YM
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We’re all about helping our customers save time where it matters most. Discover how we helped LeaderOne Financial cut their ticket remediation time by 50%, boosting efficiency and keeping their IT team focused on growth. ?? Read the full story here: https://bit.ly/3Um16YM
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#ICYMI: Do you remember our special 2023 Innovate Edition of the Originate Report? Follow the link below to read the incredible cover story now! #leadership #realestateinvesting
#Throwback to the 2023 Innovate Edition of the Originate Report! Learn all about Futures Financial co-founders Kendra Rommel and David Rosenberg and how they prioritize a culture centered on impact, integrating technology while maintaining personalized client attention, and staying intentional in building a team with over 25 years of collective industry experience. Follow the link to check it out now: https://bit.ly/3HLc5og If you're interested in shining a spotlight on your business or sharing your story in our 2024 Innovate Edition, contact our team today at [email protected]. The deadline for submissions is February 14th. #PrivateLender #PrivateLending
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??We made the list of The Most Influential Financial Technology Firms of 2024!?? The latest edition of The Financial Technologist is out now, where Harrington Starr shines a light on Cassini, and other innovative and disruptive firms in the sector, after a year of breakthroughs, growth plans, and scale-ups. Click here to download your free copy of the latest Financial Technologist magazine?? https://lnkd.in/eCR4sYeY #TheFinancialTechnologist?#FinancialTechnologyMagazine?#MostInfluential?#MostInfluential2024?#FinanceMagazine
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Thrilled to kick off the new financial year with our incredible team! Reflecting on our achievements, I'm inspired by our resilience and dedication. Let's harness this momentum to drive innovation, exceed expectations, and make this year one of unparalleled success. Together, we'll reach new heights! #NewFinancialYear #TeamSuccess #Innovation #FiscalFreshStart #BudgetRenewal #FinancialYearBeginnings #TaxSeasonPrep #EconomicEmpowerment #SmartInvestment #ProfitPlanning
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Partnering with school districts to provide a sustainable IT refresh and life cycle management strategy.
Happy Friday! ?? I’m launching a new video series to help you learn more about Insight Financial Services and how we can help. Today I kick off the series with “Why Insight”. You Matter!! ?? #ITRefreshStrategy #ITLeasing?#EdTech #Technology
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Life presents us with two fundamental approaches. One is a more reactive approach, where you confront challenges head-on, responding when difficulties arise. The other is a more proactive one where you are mindful of the trends within you and around you, and are ready with your surfboard whenever a big wave hits! The difference between the two approaches is awareness. With awareness, we gain the power to observe the consequences of our actions, empowering us to recalibrate and choose anew. This inherent power of awareness is what grants us control over our lives. By embracing awareness, we reclaim agency over our journey, navigating its twists and turns with intention and clarity. At Infinitum, our mission is to foster awareness in financial planning, empowering our clients to be well-prepared for whatever circumstances may arise. #inFA #infinitumFA #financialplanning #Awareness #qotd
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Founder of the award winning Women of FinTech community. Head of #FS International Marketing at Seismic, enabling your #sales and #marketing teams to succeed.
Welcome to #LeaderLens, where we feature thought leaders in the financial services industry sharing their views on what enablement means to them. Today, we're spotlighting Victoria Edwards from Lockton, who offers a compelling perspective on enabling financial services. Now, it's your turn—what does enabling financial services mean to you? Share your thoughts in the comments below and listen to more insights from Victoria here ?? https://lnkd.in/eNKWFUmW #SeismicSessions #EnablingFinancialServices
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While I may overuse the “Quarterback” analogy (as a former quarterback myself) - I truly do believe that wealth advisors are a great representation of a quarterback.? Their client’s wealth is the ball - and the end zone is the goal. ? Moving the ball down the field, and not fumbling it or having someone else take possession of it along the way, is the role of a great advisor.? It is a combination of taking advantage of opportunities along the way and mitigating risk, often a balancing act.? Your business clients continue to build value within their business, your job is to call the plays and make sure they can safely navigate their way to the end zone - taking into consideration all of the information at your disposal.? The great advisors are doing this well and are taking advantage of this unique position to create great outcomes for their business owner customers.? Uniquely positioned? Aligned interests?? Great outcomes for all? ? I would say so.? #wealthmanagement #smbs
As Zephyr's Ryan Nauman and interVal's Trevor Greenway stated, financial advisors should be the center of influence driving wealth creation for business owners by maintaining visibility into the health of the business. They don’t need to be experts in everything, but they can quarterback the process, aligning interests and maximizing success for all involved. #WealthManagement #FinancialAdvisors #SmallBusinessSuccess
interVal for Wealth Management Firms
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There are just 7 days until we release the latest edition of The Financial Technologist. ?? On 18th March, we will be sharing our definitive list of who we believe will be the most influential financial technology firms of 2024. Our advisory board have selected firms from across the breadth of the industry that are catalysing change, welcoming evolution, embracing disruption, and implementing innovative strategies; approaches that allow them to positively influence the next era of financial technology. ?? Stay tuned for the full listing to be revealed on Monday in the next edition of The Financial Technologist. ?? #TheFinancialTechnologist?#FinancialTechnologyMagazine?#MostInfluential?#MostInfluential2024?#FinanceMagazine
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