17 min
Madrock Financial Talks Bionic Advisor & The Future of Financial Advising Finaeo
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- Business
Madison from Madrock Financial joins us as our guest this week to discuss being a Bionic Advisor. At Finaeo, we call this the Bionic Advisor. It is an advisor that merges with technology to help produce better client engagement, more efficiency, and smarter processes. You can follow Madrock on Twitter at @madrockfincorp
Interviewing Madison Madrock is our very own Head of Marketing & Communications, Jason Leo Carvalho.
You can Follow Jason on Twitter at @jasonlcarvalho
About Madrock Financial
Madrock Financial Corporation (“Madrock”) is a growing, independently owned and operated, Life and Health Insurance Brokerage. Founded in 2014 by John Madison McKimm – we focus on your needs first, designing financial programs that create the greatest long-term value for you, your family and your business.
Madrock has offices in Toronto and Mississauga, servicing small-to-medium sized businesses, families, and professionals across Ontario.
About Finaeo
Finaeo is a Canadian insurtech platform built for financial advisors, particularly with a focus towards group benefits and individual/voluntary insurance. Finaeo helps advisors in these verticals automate their back-office administration by providing a digital assistant powered by a custom-built CRM engine. This combination uniquely leverages data to nudge them towards best practices, keeping them organized, prepared, and ready to sell, enabling them to focus on what matters most: Building Strong Client Relationships. Finaeo was co-founded by former insurance advisors in the group benefits space. To learn more, visit http://www.finaeo.com.
Madison from Madrock Financial joins us as our guest this week to discuss being a Bionic Advisor. At Finaeo, we call this the Bionic Advisor. It is an advisor that merges with technology to help produce better client engagement, more efficiency, and smarter processes. You can follow Madrock on Twitter at @madrockfincorp
Interviewing Madison Madrock is our very own Head of Marketing & Communications, Jason Leo Carvalho.
You can Follow Jason on Twitter at @jasonlcarvalho
About Madrock Financial
Madrock Financial Corporation (“Madrock”) is a growing, independently owned and operated, Life and Health Insurance Brokerage. Founded in 2014 by John Madison McKimm – we focus on your needs first, designing financial programs that create the greatest long-term value for you, your family and your business.
Madrock has offices in Toronto and Mississauga, servicing small-to-medium sized businesses, families, and professionals across Ontario.
About Finaeo
Finaeo is a Canadian insurtech platform built for financial advisors, particularly with a focus towards group benefits and individual/voluntary insurance. Finaeo helps advisors in these verticals automate their back-office administration by providing a digital assistant powered by a custom-built CRM engine. This combination uniquely leverages data to nudge them towards best practices, keeping them organized, prepared, and ready to sell, enabling them to focus on what matters most: Building Strong Client Relationships. Finaeo was co-founded by former insurance advisors in the group benefits space. To learn more, visit http://www.finaeo.com.
17 min