All posts by imreal

Copado Expands Leadership Team with Key Hires in Sales and Product to Scale the Exponential Growth in Salesforce DevOps


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Copado, the leading native DevOps platform for Salesforce

People are the code at Copado and we have worked tirelessly to build the most experienced Salesforce DevOps team in the world in order to help our customers deliver continuous innovation on the Salesforce platform.

Copado, a leading native DevOps platform for Salesforce, today announced it has bolstered its executive ranks with four new leadership hires, to address the high demand for its DevOps tools. Arwa Kaddoura joined Copado as global vice president of global sales and sales operations. Kevin Robinson was named vice president of enterprise sales for North America. David Belove is now vice president of alliances. Martin Borthiry joined as vice president of development. Overall, Copado is on track to triple the size of the sales team in 2019.

“We continue to build on Copado’s success by bringing on talented, innovative and experienced people with entrepreneurial spirit and diverse backgrounds,” said Ted Elliott, chief executive officer for Copado. “People are the code at Copado and we have worked tirelessly to build the most experienced Salesforce DevOps team in the world in order to help our customers deliver continuous innovation on the Salesforce platform. Arwa, Kevin, David and Martin are talented individuals with proven track records who will undoubtedly help Copado become the #1 DevOps platform for Salesforce.”

Previously, Kaddoura was a senior director of cloud application development sales at Microsoft where she was responsible for global revenue, field strategy and partner alignment for Azure platform services and developer tools. She also was instrumental in the due diligence and integration of GitHub, the largest developer tool acquisition for Microsoft.

Robinson started at Salesforce in early 2000 and has spent the last two decades driving exponential growth and rapidly scaling sales for the largest SaaS company in the world. For the last two years, he was regional vice president of enterprise sales, responsible for increasing Salesforce adoption in large enterprise accounts.

Previously CEO of Prodly, Belove has held several sales positions at disruptive companies in the Salesforce ecosystem, including Apttus, Nitro and Cloud9 Analytics. His expertise in sales enablement, channel development, recruiting, and Salesforce implementations will be valuable in helping Copado to rapidly scale with key partners in the ecosystem.

A trained Salesforce Technical Architect, Borthiry spent the last six years leading as head of technology on large Salesforce implementations with S4G Consulting. As chief technical architect, he was involved in more than 150 Salesforce implementations with a variety of Salesforce technologies. For the last three years, he was chief operating officer responsible for growth strategy, recruiting, academy and delivery.

Copado delivers fast, error-free cloud deployments for Salesforce enterprise customers, achieving continuous integration and continuous delivery (CI/CD) via an enterprise-class DevOps platform that is 100% native on the Salesforce Platform. Organizations using Copado to employ DevOps best practices experience improved quality, reduced errors, and faster releases for Salesforce deployments.

Follow Copado:

LinkedIn: https://www.linkedin.com/company/copado-solutions-s.l/

Twitter: https://twitter.com/CopadoSolutions

About Copado

Founded in 2013, Copado is a leading DevOps platform for Salesforce. For enterprises wanting to accelerate their Salesforce deployments, Copado simplifies the release process, increases developer productivity and maximizes return on investment. The platform is comprised of Agile Planning, Release Management and Compliance & Testing. Backed by Insight Venture Partners and Salesforce Ventures, Copado counts more than 100 enterprises as customers, including Fair Trade, MassMutual, Shell and Vlocity. With more than 7,500 installations, Copado has received the top rating of 100 percent positive feedback on Salesforce AppExchange. More information can be found at: https://www.copado.com/

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Red Spot Interactive and Symplast Integrate their Software to Create a 360-Degree Patient Engagement Solution Driven by Practice ROI


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“We look forward to allowing our mutual practices to be smarter and faster with respect to ROI-driven patient acquisition and management,” said Jason Tuschman, CEO and founder of Red Spot Interactive.

Red Spot Interactive (RSI), a return on investment (ROI) driven patient acquisition and retention software platform supporting more than 30 medical practice management systems, has partnered with Symplast, the No. 1 mobile EHR/practice management system for plastic surgeons that delivers a HIPAA-secure cloud platform to more than 3,500 aesthetic users across the U.S. This partnership will give Symplast clients fully synchronized access to RSI’s patient acquisition, engagement, and retention software.

“Symplast has solved a difficult problem for aesthetic practices by creating a mobile-based PM platform for the fast-paced and dynamic aesthetic practice,” said Jason Tuschman, CEO and founder of Red Spot Interactive. “We appreciate the effort to solve such a problem, given our history, and look forward to allowing our mutual practices to be smarter and faster with respect to ROI-driven patient acquisition and management.”

“This is more than just a simple software integration; Symplast is excited to partner with Red Spot Interactive,” said Symplast CEO/CTO Facundo Formica. “Their robust ROI software delivers a tremendous need to our Symplast users regarding lead generation, analysis and full transparency between the very beginning of the patient journey throughout their entire lifecycle. This new integration reinforces the role that Symplast plays in aesthetic practices, serving as the data hub from which other ancillary, specialized softwares can seamlessly talk to in order to optimize a practice.”

The integration will allow Symplast clients to:

  • Track marketing revenue/ROI and key performance indicators associated with lead conversion, patient scheduling, and acquisition/retention, driving practice growth
  • Maintain 360-degree real-time patient engagement from appointment reminders and surveys to review generation and online reputation management
  • Create fully automated practice-specific patient lifecycle retention marketing based on predetermined patient interaction and practice goals, driving practice growth
  • Supply consumers with online appointment scheduling, reducing front desk workload and improving patient engagement
  • Track key performance indicators associated with website traffic and search engine rankings
  • Utilize HIPAA-compliant two-way texting with patients

Through Red Spot’s integration, Symplast customers will be able to manage the entire patient acquisition and retention process by return on investment while increasing practice scale and decreasing workload and vendor costs/touchpoints.

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Virsys12 Selected as a Venture Atlanta 2019 Presenting Company


Virsys12 announced on Monday that it has been chosen out of hundreds of applicants as one of the top 36 rising star technology companies in the Southeast that will present on stage at Venture Atlanta 2019. The 12th annual Venture Atlanta, the Southeast’s premier event for connecting technology innovation and investment capital, will be held October 16-17 in the heart of downtown Atlanta. With representation of over 200 national investor funds and an expected attendance of over 1,000 technology entrepreneurs, premier investors and key executives from across the country, Venture Atlanta has served as a launching pad for hundreds of companies over the past 12 years, connecting them with game-changing capital and opportunities to drive significant growth.

“We are honored to be selected to share the Virsys12 story of growth, transformational technologies and solutions for healthcare built on Salesforce at Venture Atlanta” said Tammy Hawes, Founder and CEO of Virsys12.

Virsys12 is a Salesforce AppExchange and Gold partner offering healthcare apps (V12 Network and V12 IPD “Intelligent Provider Directory”) and solutions that focus on the management of provider networks, contracts, and compliance for payers and health systems utilizing Salesforce Health Cloud and Heroku.

“With over $4.3 billion in funding awarded to date, Venture Atlanta has become the authority for recognizing technology innovation across the largest footprint in the Southeast, connecting the region’s best and brightest innovators with top-tier investors and other leaders in our technology ecosystem,” said Allyson Eman, executive director of Venture Atlanta. “This year, with over one-third of the presenting companies coming from outside Georgia, we’re thrilled to be showcasing the largest lineup yet, from emerging technologies to venture-stage companies that reflect our region’s incredible people, our innovation and continued opportunities for growth.”

During the two-day event, presenting companies and conference attendees will engage with regional as well as national venture capitalists, investors and other key players in the current technology landscape. The conference results in funding, national investor exposure and invaluable relationship-building with successful technology executives. In addition to hearing from the 36 presenting companies and lineup of over a dozen expert speakers, attendees will have an opportunity to network with over 40 selected Venture Atlanta “startup showcase companies” to watch that represent the most exciting emerging technologies in the Southeast. These innovators will be highlighted with dedicated tables at the conference to provide sneak peeks into their plans and products. Atlanta-based independent investment management firm, Invesco, is this year’s premier sponsor. Techstars will help kick off the conference on October 14 with Techstars Atlanta 2019 Demo Day in partnership with Cox Enterprises.

To learn more about Virsys12, visit http://www.virsys12.com. For additional information about Venture Atlanta, to register for the event or to view the conference schedule, please visit http://www.ventureatlanta.org.

About Venture Atlanta

Venture Atlanta, the Southeast’s technology innovation event, is where the region’s most promising tech companies meet the country’s top-tier investors. As the Southeast’s largest investor showcase helping launch more than 350 companies and raise over $4.3 billion in funding to date, Venture Atlanta connects the region’s top entrepreneurs with local and national venture capitalists, bankers, angel investors and others in the technology ecosystem who can help them raise the capital they need to grow their businesses. The annual nonprofit event is a collaboration of three leading Georgia business organizations: Atlanta CEO Council, Metro Atlanta Chamber and the Technology Association of Georgia (TAG). For more information, visit http://www.ventureatlanta.org. For updates, follow us on Twitter and visit our blog.

About Virsys12

Virsys12 is a healthcare technology company utilizing the Salesforce platform to provide scalable, flexible, and secure cloud-based solutions for payers and providers nationally. As a Salesforce AppExchange and Gold consulting partner, Virsys12 provides transformational healthcare solutions to meet the changing regulatory, reimbursement, and patient consumer trends within the industry. For more information, visit https://www.virsys12.com.

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Volly Bolsters Marketing Automation Platform With Addition of Digital Insurance Marketplace Provider Covered Insurance Solutions


Volly, an industry-leading provider of SaaS-based Marketing Automation, CRM and POS solutions for banks and mortgage companies, is excited to announce the addition of a new client to its Marketing Automation platform: Covered Insurance Solutions (Covered).

Covered is a digital insurance marketplace that gives homebuyers the ability to purchase and renew homeowners insurance in a simple, streamlined interface. Working through direct implementations with mortgage lenders and servicers, Covered provides their new and existing homeowners with multiple unbiased insurance quotes from top-rated local and national insurance carriers.

For borrowers, Covered removes stress from a traditionally challenging but necessary process. Those on the loan origination side benefit from a reduction in financing timeframes and closing issues.

“The Covered model is one we greatly admire and overlays perfectly with the Volly Marketing Automation platform,” said Volly CEO Jerry Halbrook. “Combining Covered’s business model with Volly’s leading-edge technology creates a customer journey that’s both highly customized and deeply personal to improve engagement and increase ROI.”

“Volly’s marketing automation platform accelerates Covered’s ability to market effectively and efficiently to our homeowners at every point in their homeownership cycle,” said Ross Diedrich, Covered’s CEO. “Our partnership with Volly delivers a valuable and essential product to even more consumers across multiple distribution channels with unique tailored messaging that resonates with each individual buyer for all their property and casualty insurance needs.”

About Volly

Volly simplifies lending technology and digital and print marketing solutions for banks and mortgage companies, including many of the top lenders in the nation. The Volly Platform is a fully integrated cloud-based Software-as-a-Service platform that combines Customer Relationship Management (CRM), Point of Sale (POS) and Marketing Automation with digital- and print-based marketing as well as custom websites and industry-leading personalized creative marketing services. For more information, visit http://www.MyVolly.com or call (866) 435-7050.

About Covered

Covered is an independent, tech-forward digital insurance agency focused on making insurance easy to understand and painless to purchase. Through its integrated online marketplace, consumers can quote, compare, and purchase the right insurance coverage at the best price in minutes when they need it and how they want it. Covered is a HousingWire 2018 & 2019 HW Tech100™ winner and one of Kairos’ “50 World-Changing Startups to Watch in 2019.” For more information, visit http://www.itscovered.com.

About New Capital Partners

New Capital Partners (NCP) is a private equity firm comprised of former operators headquartered in Birmingham, Ala. NCP partners with niche, tech-enabled services companies in the healthcare, financial and business services industries. Leveraging its extensive operational experience, NCP helps create significant value in portfolio companies by focusing on one core goal: Building Great Companies. For more information, visit http://www.newcapitalpartners.com.

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Serenova Receives 2019 Contact Center Technology Award from CUSTOMER Magazine


It’s in our DNA to deliver immediate, consistent and exceptional service for our customers and those that they serve.

Serenova, a leading contact center-as-a-service (CCaaS) and workforce optimization (WFO) provider, announced today that TMC, a global, integrated media company, has named CxEngage as a 2019 Contact Center Technology Award winner, presented by CUSTOMER magazine. CxEngage was once again chosen as a recipient of the Contact Center Technology Award based on its ability to help enterprise and outsourced contact centers deliver world-class customer experiences.

“Winning this award once again from CUSTOMER Magazine recognizes our continued work and commitment to helping organizations improve and compete on the basis of the types of customer experience delivered.” said Michelle Burrows, CMO of Serenova. “It’s in our DNA to deliver immediate, consistent and exceptional service for our customers and those that they serve. Our single focus remains on arming our customers with the tools and insights their contact centers require to better communicate with today’s technology-driven customers, on their terms.”

With Serenova’s history and experience solving complex customer experience challenges for the world’s largest organizations, the company is uniquely positioned to provide a CCaaS solution that completely changes and simplifies how the contact center operates in the enterprise. With CxEngage, Serenova offers a comprehensive contact center solution with unparalleled scalability to solve for complex global deployments. Its unified architecture provides immediate value to the contact center by providing agents with the most meaningful and actionable information to deliver customer experiences that are unmatched in the industry.

“Congratulations to Serenova for being awarded a 2019 CUSTOMER Magazine Contact Center Technology Award. CxEngage has been selected for demonstrating innovation, quality and unique features which have had a positive impact on the customer experience,” said Rich Tehrani, CEO, TMC.

This 14th-annual Contact Center Technology Award, presented by CUSTOMER Magazine, honors vendors and technologies that have embraced technology as a key tool for customer service excellence. This award distinguishes Serenova’s success as an innovator, thought leader, and market mover in the contact center and customer care industries. Results of the 2019 CUSTOMER Contact Center Technology Award will be published in CUSTOMER Magazine online and on TMCnet.

About CUSTOMER

Since 1982, CUSTOMER magazine (formerly Customer Interaction Solutions) has been the voice of the call/contact center, CRM and teleservices industries. CUSTOMER has helped the industry germinate, grow, mature and prosper, and has served as the leading publication in helping these industries that have had such a positive impact on the world economy to continue to thrive. Through a combination of outstanding and cutting-edge original editorial, industry voices, in-depth lab reviews and the recognition of the innovative leaders in management and technology through our highly valued awards, CUSTOMER strives to continue to be the publication that holds the quality bar high for the industry. Please visit http://www.customerzone360.com/.

About TMC

Through education, industry news, live events and social influence, global buyers rely on TMC’s content-driven marketplaces to make purchase decisions and navigate markets. As a result, leading technology vendors turn to TMC for unparalleled branding, thought leadership and lead generation opportunities. TMC’s in-person and online events deliver unmatched visibility and sales prospects for all percipients. Through custom lead generation programs, TMC provide clients with an ongoing stream of leads that turn into sales opportunities and build databases. Additionally, the company bolsters brand reputations with the millions of impressions from display advertising on our news sites and newsletters. Making TMC a 360-degree marketing solution, it offers comprehensive event and road show management services and custom content creation with expertly ghost-crafted blogs, press releases, articles and marketing collateral to help with SEO, branding, and overall marketing efforts. For more information about TMC, please visit http://www.tmcnet.com.

About Serenova

Serenova has transformed the customer experience. Over a decade ago, the company realized technology didn’t exist that could deliver immediate, consistent and exceptional service. So, it created a true cloud contact center solution that could. The result is the ability to unify everything from customer engagement to quality management to analytics. This single source of truth provides global brands insights about customer information and experiences as they pivot between channels such as SMS, voice or Facebook Messenger.

Whether it’s technology, healthcare or retail, brands from all industries come to Serenova for its global coverage and deep integrations into the business systems used every day. Why is this important? It creates the opportunity to keep pace with customers by quickly scaling up across the enterprise or out geographically. Recognized by analysts such as Gartner, Serenova is committed to building on an more than 18-year legacy leading the way in cloud-based contact center innovations. To learn more, visit http://www.serenova.com. For live updates, follow @SerenovaShine.

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ID Technology’s New Label Applicator Brings Enhanced Performance in a Small Package


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ID Technology’s M2 Modular Label Applicator

ID Technology, a product brand of ProMach, introduces the M2 Labeling Head, a new generation of the M-Series. The M2 is a modular wipe-on high-speed label applicator with faster performance, increased accuracy, and expanded capabilities, and it will be exhibited for the first time at Pack Expo 2019, September 23-25, in the Las Vegas Convention Center.

While providing a 4.3-inch color touchscreen HMI and new onboard controls, the M2 Labeling Head remains more compact than its competition. This allows for it to fit where other labelers can’t. The modular labeler can be mounted in any orientation to apply labels to the top, bottom, and sides of customer products or containers. The simple to use onboard HMI can be programmed to hold multiple recipes that can easily be recalled for rapid and repeatable product changeovers.

The M2’s flexibility allows it to be used as a standalone labeling head on a support stand, integrated into a host machine or as part of one of ID Technology’s comprehensive range of turn-key prime labeling systems. By using less parts, the M2 reduces the equipment’s complexity while saving time and money. A new label sensor bracket plate design accommodates both an ID Technology high-speed photoelectric label sensor as well as a high-speed ultrasonic transparent label sensor. It is a quick and easy swap between either sensor type. The M2 is also compatible with a broad range of date/lot coding technologies including, thermal transfer overprinters (TTO), inkjet coders, laser coders and other coding devices.

The M2 comes with many enhancements that allow this labeling head to run smoother than ever before. The M2 is powered by a new stepper motor with closed loop encoder and controls to enhance performance with continuous accuracy. The newly designed web drive offers several advantages including enhanced safety, better ergonomics, easy loading, increased grip, and lower inertia. An additional wiper has been added to provide better tension control of the liner as it travels through the labeler, and the new standard ball-bearing web rollers create less tension in the system. A newly developed and enhanced finishing brush assembly provides a cleaner and more durable brush, used for smoothing out each label.

The guarded nip drive assembly is standard and has been upgraded. Not only is it easier to open because of the protruding lever, the lever is also red, making an open nip more noticeable. Additionally, the new lever is more durable and requires less force to open. The M2 drive roller has better grip and is made of longer lasting material.

The M2’s durability, flexibility, and high-speed capabilities make this next generation model a superior label applicator. Check out the new M2 modular label applicator and many other innovative print, label, and coding solutions ID Technology has to offer at Pack Expo 2019, booth #C-3225. Or, find additional information online at http://www.IDTechnology.com.

About ID Technology

Customers across North America depend on ID Technology to design, build, integrate, and install the most effective product, case, and pallet identification systems for their product lines. ID Technology is a leading provider of labeling, coding, and marking equipment that also supplies quality flexographic, digital, blank, and shell labels in run volumes of any size from numerous regional label converting facilities across North America. ID Technology is a product brand of ProMach, a global leader in packaging line solutions. As part of the ProMach Labeling & Coding business line, ID Technology helps our packaging customers protect their reputation and grow the trust of their consumers. ProMach is performance, and the proof is in every package. Learn more about ID Technology at http://www.IDTechnology.com.

About ProMach

ProMach is a family of best-in-class packaging solution brands serving manufacturers of all sizes and geographies in the food, beverage, pharmaceutical, personal care, and household and industrial goods industries. ProMach brands operate across the entire packaging spectrum: filling and capping, flexibles, pharma, product handling, labeling and coding, and end of line. ProMach also provides Performance Services, including integrated solutions, design/build, engineering services, and productivity software to optimize packaging line design and deliver maximum uptime.

ProMach designs, manufactures, integrates, and supports the most sophisticated and advanced packaging solutions in the global marketplace. Its diverse customer base, from Fortune 500 companies to smaller, privately held businesses worldwide, depends on reliable, flexible, technologically advanced equipment and integrated solutions. ProMach is headquartered near Cincinnati, Ohio, with manufacturing facilities and offices throughout the United States, Canada, Mexico, Brazil, Europe, United Arab Emirates, and China. For more information about ProMach, visit http://www.ProMachBuilt.com.

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Adalbert Czerny Award 2019 goes to Dr. med. Ferdinand Knieling for his work on using MSOT for diagnosis of Inflammatory Bowel Disease and Muscular Dystrophy


We hope that multispectral optoacoustic imaging can be applied to many applications and can be used to enable safe evaluations of children and adolescents. With this new examination method, many of the currently invasive procedures might become obsolete, says Dr. Knieling

Knieling’s work on a light- and sound-based imaging technique has been shown to have potential benefits for patients suffering from Crohn’s Disease and Duchenne Muscular Dystrophy. By detection of local changes in hemoglobin and collagen distribution, the technique promises to provide a fast and non-invasive method to visualize and quantify inflammation and fibrosis. The MSOT (Multispectral Optoacoustic Tomography) imaging technology being used has been developed by iThera Medical GmbH, a biomedical device company based in Munich.

In optoacoustic imaging, the physician scans the region of interest through the skin, applying near-infrared, pulsed laser light. The light energy absorbed in tissue is converted into acoustic signals which are acquired by an ultrasound detector. Christian Wiest, CEO of iThera Medical GmbH, comments: “MSOT is an innovative and easy to use diagnostic imaging modality that can detect changes in tissue composition associated with a variety of diseases, without the use of contrast agents. The technology has already been applied in other clinical feasibility studies, e.g. for the detection of melanoma metastasis in sentinel lymph nodes or for the assessment of suspicious breast lesions”.

As a young scientist, Ferdinand Knieling has conducted light- and sound-based imaging in his clinical research projects and published his study results in high-ranking journals such as the New England Journal of Medicine. Having a strong background knowledge in the field of imaging, he says: “We hope that multispectral optoacoustic imaging can be applied to many applications and can be used to enable safe evaluations of children and adolescents. With this new examination method, many of the currently invasive procedures might become obsolete.”

For further information please contact:

Christian Wiest

Phone: +49 (0)89 700 7449-21

Email: christian.wiest@ithera-medical.com

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Fire Equipment Manufacturers’ Association Releases Whitepaper on Pressure-Reducing Valves


Understanding how pressure-reducing valves work and how they are regulated is key to keeping buildings safe. It will also help fire protection engineers and building owners select and adjust their PRVs, which is why the information contained in this newly released whitepaper is so valuable.

Fire Equipment Manufacturers’ Association just released a new whitepaper entitled ‘The Ins & Outs of Pressure-Reducing Valves’. The non-profit trade association encourages building managers and fire protection engineers to download and read the whitepaper to learn more about PRV standards and operation instructions.

Most high-rise projects are required by regulations to have automatic sprinkler systems as well as standpipe systems for use by fire departments. In such buildings, installing pressure-reducing valves on each floor can ensure that the pump pressure on the lower floors does not exceed standards established by the National Fire Protection Association while still allowing the minimum acceptable pressure to the top floors. The whitepaper released by Fire Equipment Manufacturer’s Association spells out the requirements and standards for PRVs.

“Understanding how pressure-reducing valves work and how they are regulated is key to keeping buildings safe. It will also help fire protection engineers and building owners select and adjust their PRVs, which is why the information contained in this newly released whitepaper is so valuable,” said Jeff Saunders, president of Fire Equipment Manufacturers’ Association. The whitepaper is based on a previously-written article the association updated with current information and is being published with permission from the original author.

Building managers, fire protection engineers and other interested parties are invited to read, study and download the whitepaper at https://femalifesafety.org/prv-whitepaper.html. Additional information about Fire Equipment Manufacturers’ Association can be found at https://femalifesafety.org/.

About the Fire Equipment Manufacturers’ Association

The Fire Equipment Manufacturers’ Association is a more than 80-year-old international non-profit trade association dedicated to saving lives and protecting property by providing education of a balanced fire protection design. For additional information, including videos, interactive questionnaires and training websites about fire safety and protection, visit http://www.femalifesafety.org or call 216-241-7333. For a complete listing of member companies, visit the Member Profiles page of the association’s website at http://www.femalifesafety.org/membership.html.

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Finaeo hires Steve Henry as Chief Technology Officer


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Steve Henry, CTO Finaeo

“To solve this incredibly challenging problem, we’ll need to continue adding world-class talent to our team. Steve has a unique blend of technology, go-to-market and executive experience to help take Finaeo to the next level. – Aly Dhalla, CEO, Finaeo

Finaeo announced today that Steve Henry as joined the team as Chief Technology Officer.

Steve will be responsible for all aspects of the global product and technology organization, including platform and corporate infrastructure, business applications, product engineering and security. Steve will serve as a member of the Executive Team, reporting into Aly Dhalla, CEO and co-founder.

Founded in 2016, Finaeo is building the digital infrastructure to modernize and streamline the distribution of life and health insurance.

The archaic processes that exist in the industry today have made it difficult for insurers to scale business practices and improve the client experience. In the company’s recent funding announcement, Finaeo revealed their plans for launching a digital marketplace to help advisors streamline their workflow while enabling carriers to digitize their products and expand their market reach.

Deemed as the “Amazon of the Insurance Industry”, Finaeo’s marketplace will provide insurance advisors with direct access to carrier products, leveraging API integrations to accelerate quoting, underwriting and binding of policies using real-time data.

“To solve this incredibly challenging problem, we’ll need to continue adding world-class talent to our team. Steve has a unique blend of technology, go-to-market and executive experience to help take Finaeo to the next level. In addition, Steve is fundamentally dedicated to helping grow talent, which is a core tenant of our philosophy. We couldn’t be more excited to have Steve’s leadership and expertise on our team to help bring our vision to life.” – Aly Dhalla, CEO & Co-Founder, Finaeo.

Steve joins Finaeo from ScribbleLive, where he led the global engineering teams in his role as CTO. Parachuting into an active phase of business transformation, Steve consolidated product-engineering groups across multiple acquisitions, drove operational efficiencies, and spearheaded security and privacy initiatives across the organization.

“We are at a unique point in time where the insurance industry is at the apex of a major evolution. Finaeo is building technology to empower advisors to make data-driven decisions, enhance client relationships and improve the accessibility of insurance products in today’s digital world. It’s a very exciting challenge, and I’m thrilled to be part of the team that’s at the forefront of solving this problem”. – Steve Henry, CTO, Finaeo.

More about Finaeo:

Finaeo is a venture-backed insurtech building the digital fabric to connect and power the life insurance industry, globally. Finaeo connects insurance carriers, advisors and their clients through an integrated marketplace to streamline the “prospect-to-policy” experience. To learn more, visit https://finaeo.com/

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TC Wealth Partners and Trust Company of Illinois Host Rick Mattoon, Senior Economist at the Federal Reserve Bank of Chicago


“With social media, smart phones, Apple watches, and Fit Bits, we live a connected existence with no off switch,” says Giffin. “Given the recent uncertainty about the future of the economy, we thought it was the perfect time to bring back Rick Mattoon.

TC Wealth Partners, a Chicago-area RIA, will host Rick Mattoon, Senior Economist at the Federal Reserve Bank of Chicago, at the firm’s annual conference on September 25, 2019. Mattoon will specifically address current domestic economic dynamics, the structure of the Trump tax plan, and the specific economic issues facing Illinois.

“We’re excited to have Rick Mattoon at our annual conference,” says Bill Giffin, CEO of TC Wealth Partners. “Rick brings a quantitative approach to all the confusing market signals. His expertise in the Illinois economy is especially timely.”

Whether it’s a story about a 400-point drop in the Dow Jones, the trade war with China, or the inverted yield curve and its correlation to recessions, the news can evoke anxiety in investors.

“With social media, smart phones, Apple watches, and Fit Bits, we live a connected existence with no off switch,” says Giffin. “Given the recent uncertainty about the future of the economy, we thought it was the perfect time to bring back Rick Mattoon.

“He will bring his expertise to bear not only on the national economy but also on what’s happening in Illinois since last year’s election.”

In addition to Mattoon, Tom Margulis, co-Founder and Principal of Conway Investment Research, will discuss how the market typically behaves in election years. The conference will wrap up with a presentation by Nancy Bell, Wealth Advisor at TC Wealth Partners, and Shannon L. Stevens, Trust and Estate Services Director of the Trust Company of Illinois, who will share how to become more intentional with one’s retirement years.

Open to the public, the conference will be held at Northern Illinois University’s Naperville Campus on Wednesday, September 25, 2019. Registration is required. Call Paula Brennan at 630-545-2200 or register online at https://tcwealthpartners.com/Conference/. Doors open at 2:45 PM and the program begins at 3:30 PM. The NIU Naperville Campus is located at 1120 East Diehl Road, Naperville, IL 60563.

TC Wealth Partners is an independent, fee-based wealth management firm with expertise in financial planning, investments, trust services, and corporate retirement plans. Trust services and retirement plan services are provided by the Trust Company of Illinois, a trust company chartered by the Illinois Department of Financial and Professional Regulation.

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