InSellerate, a mortgage industry sales automation software startup, received a funding investment of up to $1.5 million from Sekits Capital. Sekits Capital brought on two mortgage technology veterans, Duke Olrich and Fred Melgaard, from DRI Management Systems to assist with the investment in InSellerate. InSellerate uses first-to-contact dialer technology and software tools like inFlow, inSight, and inTouch to help mortgage originators communicate with leads and track sales metrics.
Cyber wargaming: Building cyber resilience in an era of cyberattacksDeloitte United States
Nearly half (46 percent) of executive-level respondents to a Deloitte poll say their organizations have experienced a cybersecurity incident over the past year, with more than 1,500 surveyed professionals feeling only “somewhat confident” in their organization’s ability to respond to and remediate a cyber incident. Learn more: https://deloi.tt/2Ac1vEN
Presented at ORBiT Real Time Day 2015
Panel discussion by:
• Moderator: Amanda Ketelaars, Mitchell & Whale Insurance Brokers
• Beth Sigurdson, efficientbroker
• Cheryl LeBlanc, Policy Works
• Dianna George, Hub International
• Jamie Martyn, Kennedy Insurance Brokers
• Rick Dresher, Affiliated Insurance Brokers
• Traci Boland, IBAO/Ontario West Insurance Brokers
Real time; once and done; SEMCI; straight-through processing…whatever term speaks to you, that is the topic here. Drive inefficiencies out of insurance transactions to free up resources for client interaction or client-related activities. What do you need to know to use all the transactions available today? Bring your questions. Get ‘r done!
Cyber wargaming: Building cyber resilience in an era of cyberattacksDeloitte United States
Nearly half (46 percent) of executive-level respondents to a Deloitte poll say their organizations have experienced a cybersecurity incident over the past year, with more than 1,500 surveyed professionals feeling only “somewhat confident” in their organization’s ability to respond to and remediate a cyber incident. Learn more: https://deloi.tt/2Ac1vEN
Presented at ORBiT Real Time Day 2015
Panel discussion by:
• Moderator: Amanda Ketelaars, Mitchell & Whale Insurance Brokers
• Beth Sigurdson, efficientbroker
• Cheryl LeBlanc, Policy Works
• Dianna George, Hub International
• Jamie Martyn, Kennedy Insurance Brokers
• Rick Dresher, Affiliated Insurance Brokers
• Traci Boland, IBAO/Ontario West Insurance Brokers
Real time; once and done; SEMCI; straight-through processing…whatever term speaks to you, that is the topic here. Drive inefficiencies out of insurance transactions to free up resources for client interaction or client-related activities. What do you need to know to use all the transactions available today? Bring your questions. Get ‘r done!
New Challenges on the TA Compliance LandscapeNICSA
Join NICSA’s panel of experts as we discuss what it takes for transfer agents to stay compliant with GDPR regulations, elder abuse prevention best practices, and other top of mind compliance issues. Take a guided tour of the NICSA Transfer Agent Compliance Guide, an essential resource available to NICSA members for understanding and responding to industry and regulatory challenges. Subject matter experts will review what’s new for 2019 and discuss what the future may hold for the regulatory landscape.
On May 8, 2017, a Deloitte Dbriefs webcast titled “FAQs about the new FASB leases standard: You're not alone” polled more than 2,150 C-suite executives and other executives about lease accounting implementation. Nearly half (47.1 percent) are concerned about their organizations’ ability to implement on time.
As organizational reliance on third parties increases, extended enterprise ri...Deloitte United States
Recognizing that the greatest risk to the enterprise may come from outside the organization, a recent Deloitte poll revealed 70 percent of respondents indicated a moderate to high level of dependency on external entities that might include third, fourth or fifth parties. Also, nearly half (47 percent) of respondents said their organizations had experienced some sort of risk incident involving the use of external entities in the last three years. https://deloi.tt/2CiYnGK
Industry Leaders Outlook: Product & Marketing RoundtableNICSA
New ways of attracting and engaging investors make 2019 an exciting (and challenging) time to work in global asset management. The industry is facing rapid evolution in terms of product development and marketing trends. Our panel of industry thought leaders explores the industry’s biggest obstacles and opportunities for product differentiation and brand loyalty. Find out what product trends have traction for the long term and how product and marketing teams are working together to support these trends.
Supply chain financial crime rates holding steady, but few tap blockchain to ...Deloitte United States
During the past five years, an average of 31.1 percent of respondents to annual Deloitte polls say their organizations have experienced supply chain financial crime—particularly fraud, waste or abuse—in the preceding year. Yet, in a 2018 poll, just 15.1 percent of respondents report their organizations are using (3.9 percent) or piloting (11.2 percent) blockchain to help mitigate financial crime risks in their supply chains. See more responses from over 2,430 professionals were polled online during a Deloitte Dbriefs webcast, titled “Supply chain forensics: New insights on fraud, waste and abuse,” on July 24, 2018.
The volume of corporate data is exploding. Worldwide corporate data now doubles every 14 months and will reach 10.5 ZB by 2020. How and why is corporate data increasing so rapidly?
Wharton FinTech - Launching a FinTech Venturewhartonfintech
Thinking of launching an entrepreneurial venture in the FinTech space? Wharton FinTech hosted George King of Infrastructure Group to discuss building a FinTech company, best practices / watch-outs, and key industry trends.
$175 Million Raised By Interfirst MortgageCompareClosing
Interfirst Mortgage Co. the Chicago-based mortgage originator has raised $175 million to speed up growth and fund new technologies, just 16 months after relaunching its operations.
The firm said on Wednesday that principals of the private holding company StoicLane led the round.
StoicLane said Funds handled by Oaktree Capital Management, MFA Financial, numerous family offices, and other tactical investors were invested through StoicLane’s special purpose vehicle.
New Challenges on the TA Compliance LandscapeNICSA
Join NICSA’s panel of experts as we discuss what it takes for transfer agents to stay compliant with GDPR regulations, elder abuse prevention best practices, and other top of mind compliance issues. Take a guided tour of the NICSA Transfer Agent Compliance Guide, an essential resource available to NICSA members for understanding and responding to industry and regulatory challenges. Subject matter experts will review what’s new for 2019 and discuss what the future may hold for the regulatory landscape.
On May 8, 2017, a Deloitte Dbriefs webcast titled “FAQs about the new FASB leases standard: You're not alone” polled more than 2,150 C-suite executives and other executives about lease accounting implementation. Nearly half (47.1 percent) are concerned about their organizations’ ability to implement on time.
As organizational reliance on third parties increases, extended enterprise ri...Deloitte United States
Recognizing that the greatest risk to the enterprise may come from outside the organization, a recent Deloitte poll revealed 70 percent of respondents indicated a moderate to high level of dependency on external entities that might include third, fourth or fifth parties. Also, nearly half (47 percent) of respondents said their organizations had experienced some sort of risk incident involving the use of external entities in the last three years. https://deloi.tt/2CiYnGK
Industry Leaders Outlook: Product & Marketing RoundtableNICSA
New ways of attracting and engaging investors make 2019 an exciting (and challenging) time to work in global asset management. The industry is facing rapid evolution in terms of product development and marketing trends. Our panel of industry thought leaders explores the industry’s biggest obstacles and opportunities for product differentiation and brand loyalty. Find out what product trends have traction for the long term and how product and marketing teams are working together to support these trends.
Supply chain financial crime rates holding steady, but few tap blockchain to ...Deloitte United States
During the past five years, an average of 31.1 percent of respondents to annual Deloitte polls say their organizations have experienced supply chain financial crime—particularly fraud, waste or abuse—in the preceding year. Yet, in a 2018 poll, just 15.1 percent of respondents report their organizations are using (3.9 percent) or piloting (11.2 percent) blockchain to help mitigate financial crime risks in their supply chains. See more responses from over 2,430 professionals were polled online during a Deloitte Dbriefs webcast, titled “Supply chain forensics: New insights on fraud, waste and abuse,” on July 24, 2018.
The volume of corporate data is exploding. Worldwide corporate data now doubles every 14 months and will reach 10.5 ZB by 2020. How and why is corporate data increasing so rapidly?
Wharton FinTech - Launching a FinTech Venturewhartonfintech
Thinking of launching an entrepreneurial venture in the FinTech space? Wharton FinTech hosted George King of Infrastructure Group to discuss building a FinTech company, best practices / watch-outs, and key industry trends.
$175 Million Raised By Interfirst MortgageCompareClosing
Interfirst Mortgage Co. the Chicago-based mortgage originator has raised $175 million to speed up growth and fund new technologies, just 16 months after relaunching its operations.
The firm said on Wednesday that principals of the private holding company StoicLane led the round.
StoicLane said Funds handled by Oaktree Capital Management, MFA Financial, numerous family offices, and other tactical investors were invested through StoicLane’s special purpose vehicle.
Capital Equipment Finance: The Lifeblood of GrowthCIT Group
Eric Miller, Group Head and Managing Director, CIT Capital Equipment Finance, offers his perspective on the importance of dealing with a lender that understands your business and its cycles.
DAO Maker is building the go-to platform for retail venture investing in equity and tokens.
Providing low-risk participation frameworks is essential to reach global retail in venture capital, as most retail investors cannot afford to risk large portions of their money. By providing an opportunity to everyday people to safely grow their own capital, we aim to improve the quality of millions of lives while simultaneously enabling a new funding source to innovation worldwide.
Over the past 2 years, DAO Maker has grown one of the largest ecosystems of quality retail investors; in just 2020, our platform has signed on more than 75,000 retail users interested in early-stage ventures. At the same time, we have been building a suite of services to attract high-quality startups to join the ecosystem and be accelerated in a decentralized, safe, and autonomous environment. Some of the industry’s most notable developments currently use the technology solutions provided within our startup growth toolkit. To date, the demand for the products has well exceeded our ability to manage onboarding flow, which is why we are currently working on permissionless, self-managed versions of our technology products.
DAO Maker’s track record has defied market cycles. We have worked with projects to design solutions to raise capital in bear markets, supported enterprise blockchains to generate new product portfolios for growth, and created technology solutions that expand community empowerment in tokenized developments. Our consulting and technology services’ revenue has been funneled to our primary goal: creating a globally compliant fundraising platform for both crowd equity and tokens.
Our approach to a fundraising platform is distinct from other platforms that target venture funding. We don’t just connect retail venture funds to startups in need of capital.
Instead, we create a platform that incorporates pluggable solutions to the problems early-stage ventures face after fundraising, alongside creating venture investment structures that make participation far safer for retail.
DAO Maker is on track to change the way personal finance works by breaking its boundaries. While retail or household portfolios have made record participation into the equity market, encouraged by a global desire for individuals to seek financial independence by putting their money to work, retail involvement in venture funding is bleak.
Retail makes up less than 1% of the annual $300B venture capital market, even though early-stage investments are the leading wealth generator, as growth prospects are becoming increasingly limited by the time new companies listed on the market.
Read the November 2009 newsletter to Fund members. This month's issue includes 2 new media outlets promoting Northeast Ohio's economic progress, an upcoming minority entrepreneurship conference, a profile of Vadxx, and more.
Borrowing money in today’s mortgage environment sucks for both banks and consumers. The costs to originate a mortgage have skyrocketed from $600 in 2003 to nearly $6,000 today. Consumers gained slightly better protection at the cost of crippling regulation that turns a simple mortgage application into a month-long migraine. We’re creating the first mobile app that gets you a home loan by only asking for three things: Name, social, submit. Our software reduces origination costs by 75% and underwriting costs by 50%, while enabling us to earn recurring servicing revenue. We do this in a frictionless process that saves the borrower 90% of their application time. Loanatik’s mission is to make the process of getting a mortgage quick, easy, and smooth while saving the consumer money, time, and future hand cramps from signing so much paperwork.
Similar to Tech Startup Gets Backing from Mortgage Veterans American Banker (20)
Tech Startup Gets Backing from Mortgage Veterans American Banker
1. 5/25/2016 Tech Startup Gets Backing from Mortgage Veterans | American Banker
http://www.americanbanker.com/news/bank-technology/tech-startup-gets-backing-from-mortgage-veterans-1081121-1.html?zkPrintable=true 1/3
Tech Startup Gets Backing from Mortgage Veterans
By Jacob Passy
May 20, 2016
InSellerate, a startup sales automation software company focused on the mortgage industry, has received financial
backing from Sekits Capital.
Sekits Capital did not say how much it invested in InSellerate, of Costa Mesa, Calif., but it noted in a news release
Friday that it invests up to $1.5 million of growth capital in companies.
Sekits Capital, of Manhattan Beach, Calif., was founded in 1999 by Mike Sekits, a cofounder of JAM Equity
Partners. For the investment in InSellerate, the investment firm brought on two veterans of the mortgage tech
company DRI Management Systems: Duke Olrich, who was DRI's chief executive, and Fred Melgaard, who was its
chief operating officer.
"What really impressed us about InSellerate was not just the functionality of the product, but the rigorous attention
paid to compliance and security, which has resulted in several community banks adopting the software," Sekits said
in the release.
InSellerate uses firsttocontact dialer technology, allowing mortgage originators to respond to leads and
communicate with prospective clients while they are in the buying process. The technology consists of inFlow, a
14