Author: finaeo

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology. Insurance companies must therefore focus on meeting the needs of a new generation of advisors who want effective practice management tools that foster greater efficiency, says Donald Chu, chief...

In the recently posted article "How To offer More To Your Ideal Clients" by Grant Hicks dives deep into key questions pragmatic financial advisors in 2018 should be asking themselves. COMPETITION  Grant starts his article with this one question: "Who is your competition? Can you confidently make that...

Digitizing life insurance underwriting, servicing and client relationships. In this 10th episode of the Fintech Impact podcast, Jason Pereira interviews Aly Dhalla, the CEO and Founder of Finaeo, a platform to help independent advisors make their job easier with digital toolkits connected to a back office...

As the opportunities for artificial intelligence (AI) continue to infiltrate almost every business, one vertical that is yet to fully exploit the relevant opportunities is the insurance industry. Despite 85% of insurance executives stating AI would be critical to their business’ future, a survey last year by...

Compliance is becoming a big part of an advisor’s business. For veteran advisors, they may reminisce of a time when there were few requirements other than an advisor report at the back of the application. However, things are changing. As products become more sophisticated, fraud...

In 2016, our predecessors gave feedback on one of the most important parts of the fundraising process, breaking down CareGuide’s seed deck and sharing an investor’s perspective on the good, the bad and the omitted. This week, Christian and I are bringing back the tradition with a submitted...