Loyal Investment

Roland Chan
FindBoB
Referral partner
Founder Institute
Traction

Customers include Canada’s top-3 life insurance & mutual fund distributors, US-based insurance carriers, and trade associations. Closed $1.25M USD seed in 2017

This is where a company's traction statement would be visible. As you are not logged in, you cannot see it. When you become an advisor you'll be able to view the traction.

What is it?
An enterprise platform that unlocks data on advisors so insurance & financial services companies can make better decisions around their salesforce. Combining behavioral science, machine learning and predictive analytics, our Advisor Intelligence Platform is helping companies protect their most precious asset - their Book of Business.
Stage
Inactive
Would like mentoring on...

Enterprise Sales, B2B managed services

This is where you can find what a company would like mentoring on. The field will become available when you are onboarded.

Sector
Fintech/ Insurtech
Not listed
UN SDG(s)

None

None
Where can I learn more?
Learn more here
Country
Canada
Not listed.
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