Features Financial Services

By offering protection in times of tragedy or helping fund retirement, life insurance and annuities can make a crucial financial difference for individuals and families. Yet getting the right policy or annuity can be far more complicated than insuring a vehicle or a home, with 30 percent of applicants for life insurance being rejected due […]

It used to be that if you were caught on camera at a bank it wasn’t a good thing. In some circles, it might even be called evidence. But these days, customers of Public Service Credit Union want to be seen on video. I could let them conduct important business and personal matters, says Angelo […]

Barry Porozni admits he began his IT career working on machines that should now be in a museum. “Who even knows what a punch card is now?” he says with a laugh. Most recently the CIO for The Reinvestment Fund, which he left in December 2021, Porozni chatted about his career with Toggle a month […]

Bill Packer learned early on—just as the dot-com era was emerging—how transformational technology can be for business. (He’s “that old,” he quips.) Still, due to its cyclical nature, his chosen industry, mortgage lending, has been notably behind the curve when it comes to technological advancements. This is precisely why he was chosen to serve as […]

It doesn’t seem that long ago when technology first piqued the interest of Bobby Singh. “I remember when I was in my late teens and realizing that I could build my own PC,” he recalls during a conversation with Toggle this past June. “It was a milestone for me.” But the India-born and U.S.-raised Singh […]

So, just how well are your finances doing these days? Pandemic and economic recession aside, finding the details may be complicated if your wealth is spread across multiple financial institutions, funds and assets. Yet having a clear picture is crucial, not only to you individually, but to the advisors and counselors guiding your financial decisions, […]

If you’ve ever filled out an online feedback or comment form—whether your opinion happens to be positive or negative—the thought has undoubtedly crossed your mind: “Why am I even bothering? No one is actually going to read this.” But Solarity Credit Union prides itself on that very practice. The financial institution reads—and more importantly, digests—all […]

Though info security is his profession, Chris Barnes has taken on a decidedly non-technological endeavor on behalf of his employer, the Dallas-based accounting and advisory firm Howard LLP. Chief technology officer since late 2018 and a member of the Howard IT staff for 14 years, it’s not as if Barnes didn’t have a lengthy to-do […]

You’ve got to allow the salespeople to do what they do best, which isn’t banging their heads on a keyboard because of infotech issues that should be someone else’s concern. So emphasizes Dan Granieri, CIO at Summit Funding Inc., the Sacramento-based mortgage firm that’s active in over 35 states with 80 locations and over 300 […]

In Mexico, where a growing economy has made securing a loan more arduous—and competitive—than ever, Chief Technology Director  Daniel Colin and his team aren’t merely improving the business loan process; they’re taking it to another level at Union de Credito Concreces (UCC). “The tools we have allow us to be much faster and more efficient […]