🎉 Exciting News! SimplePin will be in Nashville for #AppliedNet2024 next week from September 9-12! 🤠 Connect with our very own Andy Dale to learn how simple it is to automate the financial operations of your insurance business! 📆 Schedule a meeting: https://lnkd.in/d6rdUVEv Or learn more at SimplePin.com #SimplePin #InsuranceTech #FinancialOperations
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Helping firms grow their financial planning revenue @ AdvicePay | Nonprofit Founder @ Suffer Out Loud
We are coming for you #T32024! I can’t wait to see you all in person. 🎉🙌 AdvicePay is off to a great start in 2024 and we are ready to bring on more firms that want to support fee-for-service financial planning revenue models for their Advisors. 💪 Stop by booth 230 to learn more about how we help #financialadvisors support their next gen clients. Shannon Beck Jesse Hoffmann T3 Technology Tools for Today
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The countdown is almost over—just 3 days to APPLIED NET 2024, from September 9-12. Learn how Virtual Assistants can transform your insurance agency’s efficiency and client interactions. Join us for an engaging event with valuable insights and networking opportunities. Looking forward to seeing you there. #AppliedNet2024 #InsuranceExcellence #VirtualAssistants #CoverDesk
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➵ EVP, Head of Treasury & Payment Solutions ➵ Business Builder ➵ Sales Management & Execution➵ Innovator ➵ Proven Success & Meaningful Contributions in Every Role. ➵
A Payments SmartCast you don't want to miss! Laura McGortey of Synovus, Todd Tracey of DPX Payments, Brad Smith of Nacha and Shauna Wesley-Baxley of Johnson & Johnson discuss the shift from paper checks to ACH payments. Discover how ACH advancements are revolutionizing payment processes, providing faster and more secure transactions. Efficiency in financial operations is boosted with ACH, reducing reliance on traditional paper checks. Embrace technology's role in simplifying financial systems and leverage ACH for your business. Listen now for insights! #synovus #getthere #payments #Ach
Listen to our latest Payments SmartCast to hear Laura McGorty of Synovus, Brad Smith of Nacha, Todd Tracey of DPX Payments, and Shauna Wesley-Baxley of Johnson & Johnson Insurance discuss the switch from paper checks to more efficient ACH payments and all the benefits ACH has to offer. This discussion gives essential viewpoints whether you are trying to maximize efficiency in your organization or navigating the complexities of financial technology. Listen here: https://hubs.la/Q02FgHx30
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I love helping financial professionals help their clients! I provide advisors great technical tools, resources, financial products and incredible service.
🌟 It’s here! Our much-anticipated i-Factor platform just debuted at #Climb24! i-Factor is a proprietary set of financial tools designed to help you more effectively meet your client’s financial needs and help you get business issued faster. Ask your #TruChoice Wholesaler for more details. 💼🔍✨ #FinServ #IntelligentSalesSolutions
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Senior Regional Enterprise Account Executive CEE @ ServiceNow | ITAM Forum Lead | ITIL Master
This is exactly how #GenAI should help save time and money !!! From my experience many Customers have problem with creating knowledge articles. I was working couple of years as Admin, so and creating articles and procedures was my last priority :) Now with ServiceNow #NowPlatform it’s easy !!! #genai #servicenow #nowassist
Enterprise Service Management and Digital Transformation Advisor | Practitioner | Serendipidist
Big news from #Know24! Am I dreaming or did this Knowledge Base article create itself? http://spr.ly/6048jmIPw
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It’s day one of Public Finance Live 2024 and we’re raring to go! ⭐ Come and see us on Stand 30 to talk to our team about our Early Payment and Insight solutions! #PFLive2024 #EarlyPayment #Insights #SocialValue
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Climb Higher With Trust Wave Learn how Trustwave's services can help businesses ascend to new heights. 📞 Reach us at 790 780 28 26 now! #TrustWave #GrowWithTrustWave #TaxReturn #IncomeTax
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Reimagine delivering your financial product(s) with Trustt’s powerful Business Rule Engine for easy WorkFlows. Automate effortlessly, track with precision and comply confidently. Step into a world where technology empowers your lending business. #WorkFlow #WorkFlowEngines #BRE #TechSolutions #FinTechSolution #TechnologyYouCanBankOn #Trustt
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Director of Marketing and Digital Media at Scarlet Oak Financial Services LLC and Social Security Benefit Planners
Happy America Saves Week! Here's a quick tip: Set up automatic transfers to your savings account. It's an effortless way to save consistently without even thinking about it. Start small and watch your savings grow over time! #ASW2024 #AutomaticSavings #FinancialStability
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Supercharge your property data in the new financial year. Take advantage of our EOFY2024 offer! Prepay your Annual Subscription and save 20% on our comprehensive property data platform. Remember, your subscription costs may be tax-deductible too! Don’t miss out on this opportunity and stay ahead of the competition. Click this link to take advantage now: https://bit.ly/4bQsUeO #EOFY2024 #PropertyData
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Systems Analyst III/Critical Logic
6dGreat opportunity