Podcast #12 Rich Romano: Building a Connecting Tissue Between Carriers and Platforms

Having a strong connection with a team helps companies to combat real challenges. In this episode, we’re having a talk with Rich Romano, CTO at Fiduciary Exchange, LLC (or simply FIDx), a technology-empowered network that seamlessly integrates the brokerage, insurance, and advisory ecosystems. If you want to know how to integrate two huge and complicated areas in one product seamlessly, this podcast is for you.

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Planning integration with CRM? Download the white paper “Integration of a FinTech Platform with Salesforce” here: https://salesforce-integration.insart.com/