Services

ALLINDEX

44 interested leads in 4 months, 137% KPI performance. Website: allindex.com Industry: Financial Services Type: Software About ALLINDEX: ALLINDEX provides a platform for easy customization and efficient tax management of investment portfolios. Start from scratch or modify existing portfolios to match your unique values, without the need to build from the ground up. Client’s challenges: […]

Mycashless

Website: mycashless.com Industry: Financial Services Type: Software as a Service About the Company: mycashless is a distributed mobile service that enables fast transactions between guests and vendors without requiring an internet connection, giving you peace of mind and full control of your money with 100% uptime no matter the scale. mycashless is a wearable cashless® […]

LG Advisors

75 interested leads and meetings scheduled in 3.75 months, 167% KPI performance. Website: lgadvisors.com Industry: Financial Services Type: Service About the Company: The company provides life settlements, or a sale of a life insurance policy in exchange for a cash payout. They assist clients through the decision making process, deliver higher payouts, and even assist […]

Archway Software

50 interested leads in 4.5 months, 100% KPI performance. Website: archwaysoftware .com Industry: Financial Services Type: Software as a Service About the Company: The company brings innovation to banks, reducing risk, managing integration, and accelerating innovation. They assist in better digital experiences and a better customer experience within the banks that they assist. Client’s challenges: […]

Financial Company

Industry: Financial Services Type: Service About the Company: This is a service that trains Senior Financial Advisors helping them improve their performance and maximize their income. With 35 years of experience as a Financial Advisor, they now provide training to help Financial Advisors break through barriers, make changes, work less, and reach their goals. Client’s […]

UX Wealth

Industry: Financial Type: Software as a Service About the Company: They are the leading platform for AI asset management, helping you deliver better outcomes for your clients. They offer RIAs the ability to utilize AI and Technology that recognizes patterns and price movement that is imperceptible to the human eye. Client’s challenges: Finding accurate contact […]

Risk Management Software for Financial Services

Industry: Financial Type: Software as a Service About the Company: They are a risk management platform that provides a one-stop-shop solution for portfolio risk analysis, client risk profiling and compliance so firms can manage the right risks that are essential for their success. Client’s challenges: Finding accurate contact data for their ideal customer profile Prospecting […]

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