Enterprise platform that provides a vastly improved way to encourage better transition behaviour within insurance and financial institutions #InsurTech #FinTech
Joined December 2014
- Tweets 1,397
- Following 181
- Followers 323
- Likes 961
195 Photos and videos
10 Feb 2025
Navigating the Wealth Management Crisis: Addressing the Looming Advisor Shortage by 2034
hubs.ly/Q0360GFj0
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29 Jan 2025
Succession Planning: A Critical Opportunity for Independent Broker-Dealers
hubs.ly/Q034sX420
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27 Jan 2025
Preparing for the Unexpected: The Critical Role of Business Continuity Planning
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26 Jan 2025
Verticalized AI agents are here, but how we build them matters. At FindBob, we prioritize trust, value, and ethics to empower advisors and enterprises.
Read Part 1 of our blog inspired by "Agents Are Not Enough": hubs.ly/Q0340M9l0
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26 Jan 2025
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22 Jun 2023
Interesting read over at WM... Retirement Is Overrated for Many Advisors wealthmanagement.com/retirem…
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FindBob retweeted
21 Jun 2023
Enterprise transition management company @FindBoBLtd has been listed in the new #AIFinTech100 list!
Check out the full list here: fintech.global/aifintech100/
#AI #FinTech
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21 Jun 2023
Humbled to be recognized by @Fintech_Global alongside 100 other incredible companies revolutionizing financial services through the use of artificial intelligence #AIFinTech100
findbob.io/aifintech100-top-…
ALT FindBob named as one of the top 100 innovative companies developing AI technologies in Financial Services.
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FindBob retweeted
8 Nov 2022
Are you ready to sell? Succession planning expert, Roland Chan, closes off Day 1 of the #IFBToronto Fall Summit! @FindBoBLtd
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8 Nov 2022
CWB Maxium now sharing their thoughts on the market, M&A financing, structures and case studies at @IFBcanada
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7 Nov 2022
Thanks to @advisorca for including us in this important piece. Ensure client privacy when planning for succession advisor.ca/magazine-archives…
4 Nov 2022
FINRA Issues New Guidance on Succession Planning as Population of Registered Representatives Ages jdsupra.com/legalnews/finra-…
4 Nov 2022
How succession planning can save your independent insurance agency at.law.com/9renP4?cmp=share_… via @PC_360
FindBob retweeted
21 Sep 2022
🇨🇦 Excited to share that @FindBobLtd, @Jauntins, @ParlayIdeas, and @EngaizIT were selected to the #CanadaFI50! See the full list at fi.co/50-CANADA
Congrats, #founders: Roland Chan, Rainer Takahashi, Bobby McDonald, & @JaiChinnakonda
@FoundingTO @KamalVC @SunilSharmaCo
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