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CPE Media News (3/26/2019) – Finaeo has raised $5.35 million in a new funding round led by Luge Capital with participation of RGAX/RGA, Rising Tide Fund, iNovia Capital, angel investors, and existing investors, Impression Ventures and iGan Partners. Finaeo’s digital front-end platform enables insurance advisors to sell...

Insurance is an important part of financial planning and wealth planning. Technology can help insurance brokers more effectively bring useful products to their clients, which can in turn help those clients maintain and protect their wealth. Today’s guest understands how cutting-edge technology can help advisors...

Aly Dhalla is the CEO/Co-Founder of Finaeo, a venture-backed insurtech company building the digital fabric to power the life insurance industry globally.  In today’s episode we sit down to discuss what shapes corporate culture, how and why Finaeo is changing how advisors are doing business,...

FI RELÈVE – Trois modèles sont possibles, selon l’industrie. «Lorsque je me suis lancé comme agent général en 1999, j’ai pu obtenir du financement. Ça m’a permis de faire des acquisitions. En 2018, il serait presque impossible de repartir à zéro et de refaire le même...

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...

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...