Rockstar assistant and sales coach to help financial advisors build stronger client relationships
Finaeo is a sales platform built from the ground-up for insurance advisors. Finaeo helps advisors spend more time with their clients, focus that time on the right actions, and develop winning processes based on best practices. We do this by combining an intuitive mobile-first design with a powerful intelligence engine that learns over time. Finaeo is building an AI-enabled digital assistant and sales coach to help advisors build stronger client relationships
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Fintastico Team
1 year, 4 months
https://bankinnovation.net/allposts/biz-lines/p...
Luge Capital’s Gillani: Canada is becoming a test market for fintech founders
Luge Capital, a fintech venture capital firm based in Toronto and Montreal, serves a growing ecosystem of startups north of the border. This week, it closed a
Fintastico Team
1 year, 11 months
https://www.crowdfundinsider.com/2019/03/145839...
Canadian Insurtech Finaeo Secures $5.35 Million Through Latest Investment Round Led By Luge Capital
Finaeo, a Canada-based insurtech startup focused on the life insurance marketplace, announced this week it secured $5.35 million through its latest investment round, which was led by Luge Capital. Founded in 2016, Finaeo’s vision is to become the digital fabric that connects and powers the