CLOs on the Move


 
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Aiwyn

Aiwyn helps leading accounting firms automate and optimize critical revenue processes by unlocking client data from existing practice management and CRM systems with our Practice Automation platform. With Aiwyns Practice Automation platform, high-value firm executives, partners, and staff are liberated to deliver more value to clients and work at the highest end of their professional expertise. Benefits of Practice Automation to accounting firms include: - save time, bill faster - eliminate tedious back office tasks - reduce days-in-WIP and days-in-AR, - speed up client payments - smooth out cash flow - protect financial health with predictive insights and controls - offer a best-in-class experience to both employees and clients

West Coast Community Bank

West Coast Community Bank is a full-service community bank headquartered in Santa Cruz, California, serving Monterey, San Luis Obispo, Santa Clara, and Santa Cruz counties since 2004. The bank is dedicated to community involvement, actively supporting local well-being through participation and donations to regional nonprofit organizations. In 2024, it merged with 1st Capital Bancorp to enhance its capabilities and better serve the community, with plans to rebrand all branches as West Coast Community Bank by 2025. The bank offers a variety of financial services for both businesses and individuals. These include business loans, commercial real estate financing, asset-based lending, construction lending, and agricultural loans. It also provides SBA and USDA government guaranteed loans, credit cards, merchant services, and digital banking solutions. For personal banking, West Coast Community Bank offers competitive deposit solutions and consumer banking services. The bank is recognized as a leading SBA lender in Santa Cruz County and Silicon Valley, reflecting its strong support for local businesses.

Next Level Solutions

Next Level Solutions focuses exclusively on the technology needs of P&C insurance carriers. As a Systems Integrator partner with Duck Creek Technologies, we specialize in their full product suite and support projects of any scale. Next Levels Quality Assurance as a Service practice is equipped to test P&C systems to the highest standard and ensure a successful end-product, and our Shared Services offering provides a centralized, full-service IT and DevOps solution. Our passion and expertise mean a smarter solution for you.