Trust Wave’s Post

Is your financial institution facing an information gap? 📊 At Proformex, we're not just about data—we're about delivering real value to financial institutions. Here’s what sets us apart: 🔍 See Everything at Once  Proformex centralizes your critical insurance and annuity data from multiple sources, giving you a complete picture at your fingertips. 🚨 Identify Risks & Opportunities  Our platform provides advisors with the tools and insights they need to easily incorporate insurance into planning conversations. 🤝 Connect Teams & Take Action  With configurable reports and proactive notifications, your entire team stays in sync, ensuring timely decisions that benefit both advisors and clients. 🎯 Achieve Better Client Outcomes  Proactively engage clients and deliver outcomes that align with their wealth plans, all while driving growth for your institution. Is your data working as hard as you are? It’s time to let Proformex elevate your insurance and annuity strategy. Ready to see it in action? #Proformex #DataDriven #InsurTech #FinancialInstitutions #ClientOutcomes #RiskManagement 

Attracting and retaining top advisors while delivering exceptional client outcomes are key to your success. All of us at Proformex want to support you in achieving these goals. Attract and Retain Top Advisors: Proformex equips your advisors with the insights and reports they need to excel. By aggregating essential insurance and annuity data into a single, accessible platform, we provide advisors with timely and actionable snapshots. This empowers them to make informed decisions swiftly, enhancing their ability to serve clients effectively. Advisors who feel supported with the right tools are more likely to stay and grow within your organization. We would love to discuss how Proformex can help your institution attract and retain top advisors while improving client outcomes. 

Day 17 #DIAM2024. Today let’s take a look at getting 3 or more clients off of 1. Example you are a business owner as a #financialadvisor and you want #disabilityinsurance. Maybe you think it’s a little high, but you have 3 employees or you have at least 2 other advisers in your office then do a #multilife where you can get a discount but do fully underwritten. This is an opportunity you can use for you or your business owner clients. Lets try to get to 100 conversations this month with financial advisers about #disabilityinsurance. #solveurpuzzles #puzzlesolvingguide #puzzlesolving

74% of financial services firms expected their regulatory burden to increase. That’s why we’re developing smarter ways to help you proactively safeguard your business, clients and advisers using tightly-controlled workflows, data and management insights. Learn more about the 2024 Xplan Product Roadmap here: https://lnkd.in/gVjJ3BBe #Xplan #financialadvice

Is your financial institution ready to elevate its strategies to grow and protect your insurance portfolio? Discover how Proformex can open new revenue opportunities and reduce risks for a more robust performance. 📈 Boost Your Revenue: Tap into our platform’s analytics to reveal hidden opportunities for policy conversions, upsells, and cross-sells.    🛡️ Proactive Risk Management: Stay ahead of potential policy issues with Proformex. Our tools allow you to anticipate and address risks before they impact your clients' investments, safeguarding your AUM. 🔍 We’re excited to demonstrate how Proformex can streamline your operations and protect your assets. Interested in a quick discussion on how our platform can specifically benefit your institution? Visit our website or schedule some time with our team to learn more! #FinancialServices #AssetManagement #RiskManagement #InsurTech #Growth

LRP empowers agents to focus on closing more business by simplifying the loss run process. Our platform is designed to streamline the administrative tasks associated with requesting and managing loss runs, allowing you to dedicate more time to what matters most: building relationships and closing deals. With LRP, you can schedule loss run requests monthly, quarterly, or just in time before expiration, ensuring timely and accurate submissions. Our system also helps you track and manage requests from a single dashboard, reducing the risk of errors and improving overall efficiency. Discover the LRP advantage and elevate your productivity today. Learn how our innovative technology can transform your agency's operations! #commercialinsurance #premiumfinance #insuranceagents #networking #insurancesolutions #paymentsolutions #fullservicefinancing #LossRunPros #LRP #LossRuns #InsurTech #SmartestWaytoGetLossRuns #insurancebrokers

The potential payoffs from modernizing and upgrading the underwriting function, and the technology path that
will help insurers maximize the effectiveness of underwriting today and into the future. Read more >> https://bit.ly/3WYOV6p #modernization #underwriting #technology

The potential payoffs from modernizing and upgrading the underwriting function, and the technology path that
will help insurers maximize the effectiveness of underwriting today and into the future. Read more >> https://bit.ly/3WYOV6p #modernization #underwriting #technology

Are you part of a financial institution navigating the busy world of insurance portfolios? Proformex can help by automating tedious tasks and delivering the essential insights your advisors need to thrive. Say goodbye to the old grind and hello to more time for engaging clients and growing your business. 🌟 Empower Your Advisors: Armed with real-time data and powerful analytics, your advisors can proactively and precisely manage client portfolios. Watch as client satisfaction soars and your market presence strengthens! 🔗 Kickstart Collaboration: With shared access to timely, accurate policy data, your entire team can sync up effortlessly, making it easier than ever to work together towards common goals and better client outcomes. 📢 Reach out to learn how Proformex can bring a sense of proactive urgency to your institution's book management practices. #Proformex #Innovate #Empower #Simplify

Numbers don't lie. We're thrilled to announce that we've been named a Leader in multiple categories in the 2024 G2 Spring reports!🎉 Being named a Leader isn’t about flashy promises but delivering real, measurable value. HighRadius stands out as a 6x Leader in Credit and collections, 3x Leader in Treasury Management, and a first-time Leader in Cash Flow Management. Our secret? Top ratings from 100+ reviews praising our AI-driven worklists, automation efficiency, and user-friendly interface. Why settle for hype when you can have proven results? Discover what makes us the top choice for finance teams everywhere. Read the news https://lnkd.in/gpgCxHwf #FinanceTransformation #G2Spring2024 #CreditAndCollections #TreasuryManagement #CashFlowManagement