CLOs on the Move


 
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Flow

At Flow, AI isnt just a feature—its the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage where AI powers every aspect of the experience. With advanced AI features already live in production and actively used by our brokers, we are pioneering Wholesale 3.0, equipping brokers with cutting-edge tools to provide unparalleled service. We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals. In the past seven months, weve grown 250% month-over-month(!) and are forecasting even more massive growth. Were a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and industry angels.

Heritage Financial Credit Union

Community. Its where we live and work and grow. Strong communities thrive when people support local jobs and businesses. Thats what Heritage Financial Credit Union is all about. We exist solely to empower and support the financial growth of our people and our communities. We offer all of the full service capabilities as a big bank - checking, savings, loans, online banking and so much more - but we dont pay shareholders. Earnings are put back in the form of lower rates, member dividends, jobs, community support, financial literacy and philanthropy. For over 80 years, weve been helping members achieve their financial goals. Since, 1940, Heritage Financial CU has been a not-for-profit cooperative association. Member accounts are fully insured up to $250,000 by the NCUA. Anyone who lives, works, worships, or goes to school in Orange, Ulster, Dutchess, Rockland, Sussex, or Pike counties can open an account with as little as $0.01. Delivering world-class service through personalized banking...every member, every time. Federally Insured by NCUA • Equal Housing Opportunity • Equal Opportunity Employer • Privacy Policy: https://heritagefcu.com/privacy-notice/

InterWest Insurance Services

InterWest was founded in 1992 as a result of the merger of three large successful insurance brokerage firms located in Northern California. Our aggressive entrepreneurial and acquisition efforts have extended our footprint into Central California and the San Francisco Bay Area. Our unyielding commitment to reinvesting in our staff, diversified products & services and innovative technology consistently places us among the top performing insurance and consulting brokerages in the country. We offer unparalleled expertise in all lines of property and casualty, workers compensation, employee benefits and personal insurance coverages, as well as a full range of surety products. Although we operate principally in California, we are licensed to write business in all 50 states and staffed to service clients with locations throughout the nation.

Bridgewater Bank

Bridgewater Bank is a full-service financial institution based in St. Louis Park, Minnesota, founded in 2005. As a subsidiary of Bridgewater Bancshares, Inc., it is one of the largest locally-led banks in the state, with total assets of approximately $5.14 billion and nine branches across the Twin Cities area. The bank focuses on providing personalized, relationship-driven banking experiences for entrepreneurs, business professionals, and individuals. Its offerings include commercial banking services such as real estate lending, construction financing, and treasury management, as well as personal banking products like checking and savings accounts, loans, and certificates of deposit. Bridgewater Bank is committed to supporting its clients with tailored financial solutions and a strong emphasis on community connection.

Gittins Consulting Group, LLC

➡️ At Gittins Consulting Group, we are passionate about empowering businesses to achieve transformative growth through strategic innovation, operational excellence, and visionary client experiences. Our mission is simple yet impactful: to help organizations unlock their full potential by seamlessly integrating operational efficiency with cutting-edge customer experience strategies. We believe that exceptional client experiences and streamlined operations go hand in hand. By combining these critical elements, we help businesses not only meet but exceed their goals in todays competitive marketplace. ➡️ What We Do We partner with organizations across industries to design and implement tailored solutions that deliver measurable results. Whether its optimizing workflows, enhancing digital touchpoints, or developing data-driven strategies, we equip businesses with the tools and insights needed to excel. Our expertise spans: 🔹Customer Experience (CX) Strategy: Crafting personalized, data-backed strategies that elevate client satisfaction and loyalty. 🔹Operations Transformation: Streamlining processes to reduce inefficiencies, cut costs, and drive sustainable growth. 🔹Digital Evolution: Implementing modern technologies and optimizing touchpoints for seamless customer journeys. ➡️ Why Choose Us? With years of proven expertise in CX and operations, we bring a unique perspective to every project. Our commitment to collaboration, innovation, and measurable impact ensures that we not only deliver solutions but also empower your team to sustain success long after our engagement. ➡️ Lets transform challenges into opportunities and create exceptional experiences that drive lasting results. ➡️ Click Get Started below to connect with us and discover how we can help your business achieve success.