One of our greatest differentiators at Centana is the strength and diversity of our network. Beyond our own track record and expertise, it’s the operators and advisors we work with, an exceptional group of industry leaders who provide invaluable context, perspective, analysis and support to our portfolio companies. This trusted network is core to how [...]
Author: Matthew Alfieri | Co-Authors: Candler Rich, Avantika Bagri Employee benefits are one of the largest categories of employer spend, often second only to payroll. Yet benefits administration is still powered by a patchwork of legacy systems, point solutions, and manual processes. As benefits programs have expanded beyond core medical and retirement into categories such [...]
Author: Ben Cukier | Co-Authors: Jack Babbush, Liam Mickelsen The Persistence of the SMB Retirement Gap For millions of small- and mid-sized businesses, offering a 401(k) has long meant high costs, manual payroll syncs, compliance headaches, and long onboarding cycles. These hurdles have often proved too difficult to vault, prompting many resource-strapped business owners to [...]
Author: Ben Cukier | Co-Authors: Devi Malhotra, Sarah Frauen A Look in the Rear-View Mirror For something with wheels on the ground, shipping a car from A to B is significantly more difficult than it should be. The process involves a maze of phone calls, paper inspections, coordination across multiple parties, and legacy load boards [...]
Author: Sarah Kim | Co-Authors: Jay Lee, Jake Madnick Few steps in the mortgage process frustrate lenders, borrowers, and appraisers quite like the appraisal. It is a vital part of underwriting, yet it has long been handled through outdated, manual systems that slow down closings and stretch what should be a straightforward step into days [...]
Author: Eric Byunn | Co-Authors: Jack Babbush, Marshall Cao Buying a home is one of the biggest financial and emotional milestones in a person’s life. It’s where families are raised, memories are made, and importantly, where people invest their life savings. On average, Americans have 60% of their net worth tied to their primary residence1. [...]
Author: Ben Cukier | Co-Authors: Jack Babbush, Avantika Bagri Acquiring clients has become the greatest challenge for financial advisors in today’s competitive landscape. With over $114 trillion in advised assets across the U.S., even modest improvements in client acquisition can translate to substantial revenue growth1. As client expectations evolve, advisors who limit their focus to [...]
Author: Eric Byunn | Co-Authors: Devi Malhotra, Marshall Cao Getting old is hard. As we age, tasks that once seemed effortless can become increasingly challenging. The simple joys of daily life - preparing a nutritious meal, maintaining a tidy home, or even taking a leisurely stroll around the neighborhood - can transform into daunting obstacles. [...]
Author: Matt Alfieri | Co-Authors: Jay Lee, Jake Madnick and Christopher Chen Trade Promotion Management (TPM) – The Hidden Workflows Critical to the Success of Global Brands As consumers, we all love a good discount as we reach for that second chocolate bar, but have you ever thought about what goes on behind the scenes? [...]
By Sarah Kim | Co-Authors: Candler Rich, Liam Mickelsen The Insurance Industry Relies Heavily on Independent Agents, but Their Technology Needs an Upgrade Amid constantly evolving insurance markets, independent agents are fighting an uphill battle to stay ahead and thrive in the face of constant change, from fluctuating carrier appetite to evolving regulatory demands. Despite [...]
