• FOUNDING YEAR: 2010
    LOCATION:
    United States
    REGION:
    CA
    Last Update:
    27 Jun, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Social media based client engagement platform for financial services, insurance & investment firms. The platform makes it easy for advisors to efficiently engage with clients through automated and social media channels and also strongly build their relationship.
MAIN CLIENTS:
Some of the customers are Janus, Farmers Insurance, New York Life, AXA, Pacific Mutual, Wedbush, American National, PennMutual, etc.
EXISTING PARTNERSHIPS:
Partnered with social media firms Facebook, Google+, Linkedin, Twitter. Partnered with content players Newscred, Trapit. Partnered with regulatory & trade players Gama International, Limra, Sifma. Partnered with compliance players Daegis axs-one, Presensoft, Symantec, ZL Technologies.

PEOPLE

FOUNDERS:
Clara Shih, Steve Garrity
NUMBER OF EMPLOYEES:
51-200

TRACTION

Insufficient information for accurate analysis

MOMENTUM

Insufficient information for accurate analysis

LATEST RESEARCH