Leading-edge fintech partnership leverages competitive advantage with financial institution clients

By standardizing and simplifying post-sale policy servicing, Proformex and One Resource Group will deliver seamless transition of timely insights from broker to advisor to client

By standardizing and simplifying post-sale policy servicing, Proformex and BKA Financial will redefine the standard for client service in the insurance and financial services industry

Community Mortgage Funding is growing with the addition of a new Client Service Representative to their medium-sized staff. Robert Alvarez's job will consist of handling client service relations for credit unions that CMF currently serves.