Flip through the “printed” FinTech Directory here

To learn about our Life Insurance FinTech Virtual Roundtable, scroll to the bottom.

Cramer FinTech Directory - Categories

FinTech Companies List

Alternative Investments

Annuity Platform

Annuity Order Entry

Annuity Quoting

Back Office Processing

Behavior Assessments

Books & Records / Onboarding

Business / Practice Valuation / M&A

Compliance & Registration

Data — Gathering Client Data

Data — Sources

Digital — Advisory Solutions

Digital — Marketing

Document Management & Storage

Investment Data / Analytics

Lead Generation

Licensing

Life Insurance Platforms

Life Insurance Quoting

Managed Account Platform

Marketing

Metrics/Business Intelligence

Mobile Dictation

New Account Opening/Onboarding

OFAC/AML/KYC

Order Entry for Life Insurance

Performance Reporting

Planning — Estate Planning

Planning — Financial Planning

Planning — Plan Monitoring

Planning — Retirement Planning

Planning — Tax Planning

Portfolio — Management

Portfolio — Rebalancing

Portfolio — Stress Testing

Product Due Diligence

Rebalancing Software

Reporting

Research & Market Analytics

Risk Tolerance

Robos

Sales Supervision

Salesforce Integration

Scheduling

Social Media Archiving

Structured Product Platforms

Succession Planning

Technology Consultants

Training

Vendor Risk Management

Website/Social Media Review

Workflow

Cramer Virtual Roundtable - How FinTech Can Drive More Life Insurance Sales

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Sharon Kern

Vice President of Sales

Ensight

(858) 437-5194

skern@ensightcloud.com

Matt Wilson AWMA®

Sr. Enterprise Account Manager

Envestnet | MoneyGuide

‭(804) 836-5113‬ mwilson@moneyguidepro.com

Mike Pepe

Founder

Proformex

(216) 235-0216

mpepe@proformex.com