Meet Functional Finance at IBFutureFest
July 10–11, 2025 | Santa Monica Pier | California
We’ll be in Santa Monica for IBFutureFest. See Co-Founder & CEO Rashmi Melgiri speaking Thursday at 3:30 PM in the Pacific Zone. If you’re attending, don’t miss it—and book time with Rashmi or Head of Sales Joe Russo while you’re there.
What to Expect:
- A working session tailored to your business (not a sales deck)
- How leading MGAs, wholesalers, and carriers are solving billing, disbursements, and reconciliation
- Flexible integration based on your PAS and tech stack
- Real examples of how teams are cutting costs, reducing complexity, improving conversion, and scaling without headcount
See Functional Finance in Action
Schedule time with our team in Santa Monica and take the first step toward simpler, faster, and more accurate financial operations.
Book a time that works for you and we'll reach out to confirm details.
