Join us when Mike Walters, CEO of USA Financial, explains how a loyal network of financial advisers and new technology adoption is helping the Grand Rapids, Michigan, financial company to open a new chapter of growth.
“Within the next two months, we’ll be going live with a new piece of technology that we call Straight Through Processing (STP). It’s an experience similar to that of anyone who has recently executed a new mortgage, where you can do electronic signatures and so on. The challenge we faced was to create an interface that would go across multiple institutions, investment product lines, and insurance product lines and operate across different platforms.” –Mike Walters
Guest: Mike Walters, CEO
Company: USA Financial
Headquarters: Ada, MI