Features Financial Services

A padlock may be the perfect security system for a bicycle—but would be rather impractical for a phone that fits in a pocket. As far as Bob Schlotfelt is concerned, the same idea applies to organizations which, like your phone, need the right security for the right circumstances.   So, when he started working for an […]

Kwame Fields sees it all the time, but it still surprises him. As the chief information security officer and chief diversity officer for FHLBank San Francisco, he cannot believe how many people still use passwords that don’t meet even the basic standard for security. “You can have every piece of cybersecurity infrastructure in place, but […]

The fix-and-flip market has been thriving in many locales, what with enterprising types buying, rehabbing and reselling properties and repeating the process. As a residential lender based in Southern California, Genesis Capital had been extending financing, but its IT infrastructure and security program required work to support the company’s rate of growth and expansion. So […]

When Sachin Kundra isn’t overseeing the IT network and infrastructure for Chevron Federal Credit Union, he likes to try his hand at creating fusion cuisine at home. “It lets me take things that don’t seem like they would be good together—like pomegranate seeds in guacamole or lamb kabobs in eggroll wrappers and fried—come together and […]

When a client in the cryptocurrency market using a Thomson Reuters platform asked for more advanced technology, Maunang Mehta made it happen. The cryptocurrency company wanted a “data ingestion and IRS filing process” that could keep up with its growth. Along with his team, Mehta, the head of technology, trust tax and information reporting, started […]

The mortgage industry can seem set in its ways for reasons that include the need to keep processes simple. Lenders might be dealing with billions of dollars and wary of cybersecurity risks. Sales reps may be experts in what they know but not so comfortable with new technology. And many mortgage applicants still prefer doing […]

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 […]

If pipes burst in your building, you’d want to be insured yesterday, not tomorrow. Time is of the essence, says Martín Vera, who the past eight years has led digital transformations in the financial and insurance industries. He’s also helped generate new digital sales channels and enhanced the relationship of customers to self-service channels—think websites, […]

“It’s one thing to have a dynamic suite of insurance products the market wants,” states Philip LaCombe. “It’s another to implement and administer them effectively.” When Wellfleet Workplace began rolling out its innovative and flexible workplace benefits back in 2019, LaCombe and the rest of the company’s leadership team recognized that a critical market differentiator […]

Sometimes, destiny gives us a ring unexpectedly. Such was the case in 2004 when Shawn Stanford picked up a call for his lifelong friend, Robert Mangi. Mangi, who owned an insurance business, was unable to answer his phone. When he heard how good his friend was on the phone with a client, he hired him […]