SIMON Markets LLC Partners with Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-to-End Investment Platform
Summary
Together, we’re empowering advisors—delivering new tools with greater efficiency, and the differentiation they seek to provide holistic services to their clients.” Scott Beshany, Chief Distribution Officer of SIMON, added, “ SIMON’s launch of our insurance solutions platform last year was our first step to address the need for advanced technology and a user-friendly experience for annuities in the wealth management market. By implementing FireLight, SIMON now offers advisors a new capability that was not previously available to the market and new product solutions for their clients—providing a win-win for the industry,” commented Doug Massey, EVP of sales and relationship management at Insurance Technologies. The beauty of this is how the illustrations are fully integrated into the SIMON platform, enabling advisors to access what are otherwise disconnected workflows from a single location. SIMON’s intelligent and innovative platform delivers an end-to-end digital suite of tools, empowering advisors with on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management. The unique architecture and flexibility of its solutions deliver front and back-office configurability and usability to support multiple business strategies, encourage cross-channel growth and evolve with regulatory changes.
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