| Name | Title | Contact Details |
|---|---|---|
Jean Olivieri |
Chief Operating Officer | Profile |
Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401K and other held away accounts. The Pontera solution enables advisors to manage and trade held away accounts, thus offering a comprehensive, holistic service to their clients and unlocking greater financial outcomes for both advisors and their clients. Pontera clients include Fortune 100 financial services firms, RIAs, broker-dealers and advisory firms of all sizes.
AI-powered conversational engagement software. Acqueon`s AI-driven conversational engagement software enables sales, marketing and service organizations to engage in meaningful, emotionally connected, open dialogs with customers that yield much greater results. Your organization will maximize the potential of every conversation by utilizing next-best-action intelligence across every communication channel to increase sales, improve collections and rescue otherwise-defecting customers. Acqueon`s multichannel campaign orchestration and analytics solutions empower forward-thinking enterprises to shift from being reactive to becoming proactive in how they engage with customers. Acqueon is trusted by 100s of clients across the globe, including premier brands such as AIG, Cigna, Coca-Cola, Consumer Cellular, Costco and Roche.
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