NEWS
Company news
Announcements, press, and milestones from FindBob.
JUN 21, 2023 · ANNOUNCEMENTFindBob recognized by AIFinTech100FindBob is featured in FinTech Global's AIFinTech100 list for 2023 — the top companies leveraging AI to revolutionize financial services.→JAN 19, 2022 · IN THE PRESSThe succession-planning marketplace evolvesWhile plan advisers often discuss the importance of succession planning with clients, they might need to follow their own advice.→JAN 19, 2022 · IN THE PRESSWhy advisor succession isn't just an exit eventFindBob's founder and CEO on the platform's mission to help advisors uphold their fiduciary obligation through succession planning.→OCT 11, 2021 · IN THE PRESSNegotiation tips when buying or selling a book of businessAdvisor's Edge speaks with FindBob about negotiation tips when buying or selling a book of business.→OCT 11, 2021 · ANNOUNCEMENTFindBob collaborates with Raymond James Financial to Launch its “Practice Exchange” platform for financial advisorsFindBob has partnered with Raymond James Financial to develop and launch a robust and holistic succession planning platform.→MAY 19, 2020 · IN THE PRESSHow does your practice continue after a major event?Whether it's a pandemic, compliance crisis, or the death of an advisor, experts outline ways to build a robust continuity plan.→MAR 16, 2020 · IN THE PRESSBusiness continuity for advisors in the COVID-19 crisisDon't fool yourself into thinking that because you can reach clients over video, you've properly stress-tested your business continuity plan.→FEB 20, 2020 · PRESS RELEASENAIFA-Texas Collaborates with FindBob to Offer New Member Benefit: ConnexAUSTIN, Texas, Feb. 20, 2020 /PRNewswire/ -- NAIFA-Texas, in collaboration with FindBob, today announced the launch of Connex, a new digital tool to help NAIFA-Texas members address both growth and perpetuation goals.→DEC 3, 2019 · IN THE PRESSInsurTechs to WatchCarrier Management interviewed Roland Chan on how FindBob helps insurance enterprises manage, engage, retain and acquire insurance distribution talent.→NOV 28, 2019 · IN THE PRESSIn Great CompanyCB Insights Canadian fintech market map that highlights 84 Canada-based fintech startups and the top 5 Canadian fintech investors.→NOV 1, 2019 · IN THE PRESSReading the Tea Leaves for Insurance DistributionWhat does the future of commercial insurance distribution look like? Carrier Management asked insurtechs what the future holds for the insurance industry.→OCT 2, 2019 · IN THE PRESS3 Startup Hacks to Ensure a Successful PilotThe three lessons FindBob CEO Roland Chan learned about getting a successful pilot program off the ground with insurance incumbents.→OCT 2, 2019 · IN THE PRESSThe Carrot Before the StickMandated succession planning compliance isn't enforced by regulators. Is it just a matter of time before it becomes formal public policy?→SEP 20, 2019 · IN THE PRESSA Major PurchaseMandated succession planning compliance isn't enforced by regulators. Is it just a matter of time before it becomes formal public policy?→AUG 19, 2019 · ANNOUNCEMENTFMH Rolls Out Agency Support Tool NationwideFarmers Mutual Hail Insurance Company of Iowa (FMH), in collaboration with FindBob, announces the nationwide rollout of its latest agency support tool, FMH Bridge. The tool has been successful and well-received by FMH agents in a recent pilot program.→AUG 7, 2019 · IN THE PRESSHUB Financial Continues its Ascent as Canada's Leading MGAHUB Financial continues its growth as Canada's leading MGA by utilizing innovative technology including the FindBob platform for succession and continuity.→JUL 7, 2019 · IN THE PRESS[Podcast] Leveraging technology and behavioral science.Using technology to drive cultural changes in the insurance and financial services industry and unlocking data on advisors that doesn't exist anywhere else.→JUN 20, 2019 · IN THE PRESSFinancial Horizons takes next step to advisor succession planningFinancial Horizons Group has announced that it is making its web-based succession platform available to all advisors throughout its network. Known as BookMark, the platform is powered by a collaboration with FindBob, a recognized leader in succession for financial advisors.→JUN 20, 2019 · IN THE PRESSFHG enhances availability of web-based succession platformFinancial Horizons Group announced it is making its web-based succession platform from FindBob available to all advisors throughout its network.→MAY 6, 2019 · IN THE PRESSHow insurtech can revitalize communitiesToronto has many reasons that the city is an epicenter of insurtech similar to many of its smaller counterparts.→
Media inquiries
Press kit, interviews, and comment requests.