Flexible and Integrated Transition Management Operating System.

 
FindBob is the only machine learning platform
using behavioral analytics, artificial intelligence, and gamification
focused on succession and transition management in the financial services industry.

WHY NOW?

 

Advisor Engagement

Our white-labeled, closed market place provides a simple and comfortable consumer-like experience for your agents or advisors. Data collected through interaction on the platform allows us to align agent business goals with your organizational strategy so you can make medium to long-term decisions on your talent.

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Advisor Transition Management

Leverage our tools to provide a clear succession path to retain top talent and the right books of business by accurately:
• Assessing distribution risk
• Identifying and creating a plan to close talent gaps
• Managing outcomes using a modern productivity suite

 

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Advisor Recruitment

Find the right talent and connect with them using simple tools that help you manage tracking, easily configure career sites, and provides a pain-free candidate experience.

 

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"Providing value-added support to our agency partners is a key strategy at FMH. Looking for opportunities to grow or develop a transition plan for a book of business can be challenging for agents, and this tool is meant to ease that process as well as facilitate easier business transitions for customers." Farmers Mutual Hail President and CEO Ron Rutledge.

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