Apr 19, 2018

Finaeo with Aly Dhalla (CEO) (Co-Founder)| EP10

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 to work through their front office needs—from prospect to policy in one workflow. Aly shares what Finaeo’s goals are, who their core audience is, and their technological prospective to financial planning.

Listen over at Fintech Impact.

Posted On Apr 19, 2018 under