Author: Ben Cukier | Co-Authors: Devi Malhotra, Sarah Frauen A Look in the Rear-View Mirror For something with wheels on the ground, shipping a car from A to B is significantly more difficult than it should be. The process involves a maze of phone calls, paper inspections, coordination across multiple parties, and legacy load boards [...]
Author: Sarah Kim | Co-Authors: Jay Lee, Jake Madnick Few steps in the mortgage process frustrate lenders, borrowers, and appraisers quite like the appraisal. It is a vital part of underwriting, yet it has long been handled through outdated, manual systems that slow down closings and stretch what should be a straightforward step into days [...]
Author: Eric Byunn | Co-Authors: Jack Babbush, Marshall Cao Buying a home is one of the biggest financial and emotional milestones in a person’s life. It’s where families are raised, memories are made, and importantly, where people invest their life savings. On average, Americans have 60% of their net worth tied to their primary residence1. [...]
Author: Ben Cukier | Co-Authors: Jack Babbush, Avantika Bagri Acquiring clients has become the greatest challenge for financial advisors in today’s competitive landscape. With over $114 trillion in advised assets across the U.S., even modest improvements in client acquisition can translate to substantial revenue growth1. As client expectations evolve, advisors who limit their focus to [...]
Author: Eric Byunn | Co-Authors: Devi Malhotra, Marshall Cao Getting old is hard. As we age, tasks that once seemed effortless can become increasingly challenging. The simple joys of daily life - preparing a nutritious meal, maintaining a tidy home, or even taking a leisurely stroll around the neighborhood - can transform into daunting obstacles. [...]
Author: Matt Alfieri | Co-Authors: Jay Lee, Jake Madnick and Christopher Chen Trade Promotion Management (TPM) – The Hidden Workflows Critical to the Success of Global Brands As consumers, we all love a good discount as we reach for that second chocolate bar, but have you ever thought about what goes on behind the scenes? [...]
By Sarah Kim | Co-Authors: Candler Rich, Liam Mickelsen The Insurance Industry Relies Heavily on Independent Agents, but Their Technology Needs an Upgrade Amid constantly evolving insurance markets, independent agents are fighting an uphill battle to stay ahead and thrive in the face of constant change, from fluctuating carrier appetite to evolving regulatory demands. Despite [...]
By Eric Byunn | Co-Authors: Devi Malhotra, Marshall Cao Auto warranty claims is the largest $25bn market you’ve never heard of The auto repair business is an important, sizable revenue opportunity for the dealership. When a vehicle is brought to a dealership, typically 20% of repairs are under warranty. The average dealership in the US [...]
By Matt Alfieri | Co-Authors: Jay Lee, Chris Chen The ability to understand risk is the lifeblood of insurance. As they say, “there’s no bad risk, just bad prices.” Whether or not this statement rings true, to maintain healthy loss ratios and grow a book of business profitably, an insurer must be effective at underwriting [...]
By Sarah Kim | Co-Authors: Candler Rich, Allie Saviola The $4.5 trillion(1) U.S. healthcare system accounts for a staggering 17% of the country’s GDP(2). Yet despite this enormous expenditure, the healthcare billing landscape is an unhealthy mess, plagued by poor translation between medical record documentation, coding, and subsequent insurance billing. The prescription to remedy this [...]
