Proactive Financial Services offers Contingent Cargo / Automobile LIability Insurance to Freight Brokers. We offer the most affordable premium to freight brokers.

Financial Transition Services provides on-site full-service transition support to financial institutions for new recruits. Our team of experienced professionals is dedicated to ensuring transition success utilizing proven methods that result in an impressive first experience for clients and highly productive recruits.

Glenn Hopper uses a unique blend of financial leadership and technical expertise to help businesses of all sizes optimize and modernize.

We offer bad credit loan services for all credit types. The application process is fast and easy, so we invite you to contact us if you need a personal loan today.

Client Lifecycle Support's tool is called the Client Lifecycle Exchange(c). It allows firms to capture, review, discuss, approve and document significant client events that affect departments across the firm. Everything connected with each event is centralized. The tool has four modules relevant for each of the four stages of a client's "life" as exemplified below: Opportunity Preview: Perfect for the "prospect" stage to ensure this is business that you really want! Client On-Board: Congratulations! You've won the client ... but is everyone affected prepared for implementation? Contractual Change: The client is happy. You have your annual review and agree to make changes to the original contracted investment guidelines. Termination: Sad, but when to turn off systems? Send bill?

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