Jemstep helps financial institutions deliver a digital investing experience to their customers. We focus on the customer and advisor experience, starting with the identification of the customer’s financial goals, and attitudes about risk, and then map them to suitable investments to help them track progress toward those goals. Until now, wealth management has only been accessible to the wealthier segment of the US market. We focus on seamless integrations with other solution providers to lower costs...

C-Suite On Deck

Marla Sofer, VP of Strategic Partnerships at Jemstep drives growth through obsessive client centricity. With a background in conflict resolution, Marla negotiates solutions to complex problems while setting the stage for the future. She has designed and implemented third-party stra...

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Related News

OREGON EXTENDS EMERGENCY ORDERS FOR MOST COMMON INSURANCE POLICIES

Oregon Department of Consumer and Business Services | June 23, 2020

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The Oregon Department of Consumer and Business Services’ Division of Financial Regulation extended its emergency orders for property/casualty, long-term care, and life and disability insurance. The orders mean that the most common insurance policies, such as auto, home, term and whole life, and long-term care, provide one-time minimum grace periods for people to pay premiums and protect them by mandating how long claims must be paid....

Read More

AON - CREDIT INSURANCE MARKET GROWS AS VOLATILITY INCREASES

Aon | February 12, 2020

news image

The credit insurance market continues to grow as volatility increases, according to a new report by Aon. Uncertainty around global affairs such as the trade tensions between the US and China and Brexit mean businesses – especially those looking to expand through international trade – are facing increased volatility, according to Aon. Changing purchasing behavior, increasing consumer expectations and digital transformation are also adding to the disruption. Businesses have to manage t...

Read More

VERTAFORE UNVEILS NEW INSURTECH SOLUTIONS TO AUTOMATE AND SIMPLIFY INSURANCE

Vertafore | June 10, 2020

news image

Vertafore today unveiled a slate of new tools, features and products to automate and simplify insurance. The new enhancements are built on Vertafore's ground-breaking Titan™ technology, which has empowered the company to deliver 50% more features ...

Read More

THREE MAJOR INSURANCE GROUPS PUSH TAXPAYER-FUNDED PANDEMIC SUPPORT

National Association of Mutual Insurance Companies, the American Property Casualty Insurance Association and the Independent Insurance Agents & Brokers of America Inc. | May 22, 2020

news image

An alternative federal proposal designed to protect businesses financially was unveiled by three major insurance industry groups. Protection must be purchased at least 90 days before the presidential declaration, according to the proposal. Read More

news image

OREGON EXTENDS EMERGENCY ORDERS FOR MOST COMMON INSURANCE POLICIES

Oregon Department of Consumer and Business Services | June 23, 2020

The Oregon Department of Consumer and Business Services’ Division of Financial Regulation extended its emergency orders for property/casualty, long-term care, and life and disability insurance. The orders mean that the most common insurance policies, such as auto, home, term and whole life, and long-term care, provide one-time minimum grace periods for people to pay premiums and protect them by mandating how long claims must be paid....

Read More
news image

AON - CREDIT INSURANCE MARKET GROWS AS VOLATILITY INCREASES

Aon | February 12, 2020

The credit insurance market continues to grow as volatility increases, according to a new report by Aon. Uncertainty around global affairs such as the trade tensions between the US and China and Brexit mean businesses – especially those looking to expand through international trade – are facing increased volatility, according to Aon. Changing purchasing behavior, increasing consumer expectations and digital transformation are also adding to the disruption. Businesses have to manage t...

Read More
news image

VERTAFORE UNVEILS NEW INSURTECH SOLUTIONS TO AUTOMATE AND SIMPLIFY INSURANCE

Vertafore | June 10, 2020

Vertafore today unveiled a slate of new tools, features and products to automate and simplify insurance. The new enhancements are built on Vertafore's ground-breaking Titan™ technology, which has empowered the company to deliver 50% more features ...

Read More
news image

THREE MAJOR INSURANCE GROUPS PUSH TAXPAYER-FUNDED PANDEMIC SUPPORT

National Association of Mutual Insurance Companies, the American Property Casualty Insurance Association and the Independent Insurance Agents & Brokers of America Inc. | May 22, 2020

An alternative federal proposal designed to protect businesses financially was unveiled by three major insurance industry groups. Protection must be purchased at least 90 days before the presidential declaration, according to the proposal. Read More