Mergers, Acquisitions, and Business Moves by cmOffice
Optifino and Covr Announce Deal to Transform Life Insurance Distribution
Optifino and Covr Financial Technologies announced a merger to form Digital BGA 3.0, combining Covr's operational infrastructure with Optifino's AI-driven case design. This merger aims to enhance lif...e insurance distribution, offering advanced solutions for advisors serving high-net-worth clients. Covr will become a wholly-owned subsidiary of Optifino, maintaining their current branding and operations.
Leadership and Executive Team Updates at cmOffice
Covr Financial Technologies Appoints Ryan Bivins As Head Of Sales
Covr Financial Technologies has appointed Ryan Bivins as head of sales to drive its national sales strategy and enhance partnerships in the insurance and WealthTech sectors. Bivins, with over a decad...e of experience in sales leadership, will focus on aligning Covr's platform with evolving advisor and client expectations, particularly in hybrid and long-term care solutions.
Covr names Ryan Bivins head of sales
Covr Financial Technologies has appointed Ryan Bivins as head of sales to enhance its leadership team. Bivins will oversee national sales strategy and partner development, leveraging his expertise in... long-term care and hybrid insurance products. This move aligns with Covr's strategy to strengthen its executive team and expand its technology-enabled insurance distribution platform.
Covr Appoints Ryan Bivins as Head of Sales to Accelerate Growth and ...
Covr Financial Technologies has appointed Ryan Bivins as Head of Sales to enhance its leadership team and drive growth in its digital insurance platform. Bivins, with extensive experience in sales le...adership and long-term care, will lead Covr's national sales strategy and partner development. His expertise aligns with Covr's vision to improve insurance distribution by integrating carrier, firm, agent, and advisor interests.
Covr Introduces New CEO And CDO To Guide Company Through Next Phase Of Growth - Financial IT
Covr Financial Technologies has appointed Sam Barnett as CEO and Bob Klein as CDO, following its merger with Optifino. This leadership change includes the acqui-hiring of the VIBE team, aiming to lev...erage Covr's distribution and Optifino's AI platform for enhanced insurance solutions. David Kleinhandler will transition to Chairman of the Board.