ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Proformex Launches Product Updates to Increase Actionability on Critical Information

Empowering users with critical insights faster and driving action to improve client outcomes.

Proformex, the only end-to-end digital solution connecting financial professionals to critical, actionable data in their life and annuity businesses, announced today new platform features delivering powerful insights quicker than ever before. 

With its latest product innovations, Proformex gives users a more personalized view of their life and annuity business at scale. Easy access to robust insights will help users proactively address risks and capitalize on opportunities more effectively across all their carriers and products. Configurability across these changes will empower users to manage their business faster and easier in a way that makes the most sense for their business. Whether a customer has one hundred policies or thousands, Proformex gives them the information they need, when they need it, and how they want it, to create meaningful points of client engagement.  

"Our latest innovation is having a tremendous impact on our customers' ability to take insights from our platform and create beneficial outcomes for their clients and grow their business at scale," said Kris Beck, Chief Executive Officer of Proformex. "I'm proud our platform has reached a new level of actionability with these latest enhancements so users can enjoy the benefits of our tool in a way that makes the most impact for them and helps strengthen their client relationships."  

Dr. Amanda Yoho, Chief Technology Officer, added: "We are providing access to information and critical insights never seen before in this industry. The opportunities to improve client outcomes are limitless once you have access to these powerful stores of information. It is our goal to continue enhancing the application with data and features that increase these opportunities. I'm incredibly proud of the team's diligent work on these recent innovations and look forward to what is next!"  

About Proformex  

At Proformex, we're reimagining how the industry thinks about protection assets. Your life insurance and annuities data is valuable. We connect you to it. The result is an end-to-end, digital solution to manage life and annuities. We help you maximize potential from your existing business—increasing the lifetime value of your client relationships, mitigating policy and reputational risk, and creating new opportunities for revenue growth.

Contact Information:
David Morris
CMO
dmorris@proformex.com


Original Source: Proformex Launches Product Updates to Increase Actionability on Critical Information
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.