Spyglaz is a platform for proactive customer retention serving the insurance and asset management industries. Spyglaz enables better live customer conversations by using machine learning to predict future customer loss, when retention action is required and identifies upsell/cross-sell opportunities.
Symend’s science-driven digital engagement platform enables service providers and financial institutions to better engage their at-risk customers with empathy, contributing to the dignity and welfare of individuals while building lifelong value for the company and the brand.
Stash is pioneering the future of personal finance with the first financial subscription that helps people create better lives. From budgeting to saving for retirement, Stash unites banking, investing, and advice all in one app that has helped more than
5M people reach their financial goals and make progress towards financial freedom.
Socotra is a technology platform that builds a modern cloud-based platform for technology- driven insurers. Its platform is built from the ground-up using the latest technologies to be transparent, reliable, flexible, and secure. It aims to provide insurers with a modern, enterprise-grade core system that enables them to rapidly develop and distribute products that better serve their customers.
SmartAsset is a financial technology company that empowers people with automated personalized financial advice. The company has created dozens of calculators and tools spanning home buying, retirement planning, life insurance, personal loans, student loans, credit cards, loan refinance, taxes, finding a financial advisor and investing. The company connects people to financial advisors via the SmartAdvisor service.
iCapital provides structured investment and annuity solutions designed for financial advisors, offering pre-sale, point-of-sale, and post-trade analytical tools. These tools enable advisors to focus on their clients while optimizing investment strategies and managing complex financial products effectively.
SmartX Advisory Solutions is a leading innovator of managed accounts technology and architect of the SMArtX Turnkey Asset Management Platform.
Smart Pension is a workplace pension tailored specifically for UK businesses. Their employee app will transform the future of pension saving for a new generation. It allows users to pick and choose the most suitable investment funds, track their pension balance in real-time on their phone and increase contribution levels when they can afford to do so – engaging people with their pensions like never before.
Silvur is a retirement planning app that helps baby boomers reach their retirement goals. It provides those entering their second and third acts of life with a no-fear retirement plan, giving users the ability to improve their financial fitness over time. Plan your entire retirement at the power of your fingertips.
Developer of bill paying technology intended to take over the burden of paying bill for seniors. Silver Bills’ technology receives clients’ bills electronically, scrutinizes and pays them, employs technology-based secure systems to alleviate the hassles of daily money management and charges an economical, flat monthly fee, enabling elderly Americans and their families live in their homes without the stress and anxiety that often accompanies paying bills.
NASSAU RE/IMAGINE
