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eGifter wins Excellence Award at the IMA Summit Awards Ceremony

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eGifter SmartKYB™ takes top prize for Excellence in Innovation & Technology

JACKSONVILLE, Fla., July 30, 2024 /PRNewswire-PRWeb/ — eGifter won the 2024 Incentive Marketing Association (IMA) Excellence Award for Innovation and Technology for eGifter SmartKYB™. The award was presented at the IMA Summit in New Orleans on July 16, 2024.

Winning the IMA Excellence Award for eGifter SmartKYB is a testament to our dedication to innovation in the fight against fraud…

More and more, bad actors attempt to purchase gift cards through reward and incentive programs for unauthorized uses such as money-laundering, payment for illegal services or retail arbitrage. eGifter SmartKYB helps merchants efficiently thwart this behavior before it happens by adding automated controls at account inception.

eGifter SmartKYB provides a technology solution that standardizes and automates the Know Your Business (KYB) process for B2B gift card reward and incentive programs. Conducting manual account vetting to meet fraud and compliance requirements is time-consuming and costly. By automating enhanced vetting during onboarding, merchants can quickly and cost effectively implement proactive measures, realizing further savings related to reactive identification and mitigation after the fraud occurs.

eGifter SmartKYB delivers efficiency gains with audit-worthy results. Some of the unique features of SmartKYB include:

Verification of Corporation (or other business entity, e.g., LLC) and Good Standing status via integration with the US Secretary of State in all 50 states.Know Your Customer (KYC) identity verification.Anti-Money-Laundering (AML) Watchlist Check on Company, corporate officers, and individual applicants.Verification of Bank AccountWorkflow for review and approval of customer documents such as Articles of Incorporation and W9 Forms.

“Winning the IMA Excellence Award for eGifter SmartKYB is a testament to our dedication to innovation in the fight against fraud,” said Tracey Klein, SVP, who accepted the award on behalf of eGifter. “This recognition highlights the exceptional efforts of our team in delivering secure and efficient solutions for our clients and the greater incentives industry.”

The IMA Excellence Awards recognize the development and delivery of outstanding non-cash incentive programs that motivate employees, win customers and improve sales. Awards presented during the IMA Summit Awards ceremony at its annual IMA Summit this week at Hilton New Orleans Riverside.

For more information on eGifter SmartKYB, visit https://corporate.egifter.com/smartkyb/ or contact sales@egifter.com.

About eGifter

eGifter is a leading gift card technology company providing solutions for merchants, channel partners, corporate buyers and consumers.

Our eGifting Platform™ for merchants includes e-commerce sites for first party B2C and B2B sales, tools for guest appeasement and merchandise returns, and gift card inventory management systems. The Platform is PCI compliant, mobile responsive and can be deployed in any language and/or currency. For more information on eGifter Merchant Solutions, visit https://corporate.egifter.com.

The eGifter Rewards™ suite of services provides a simple and cost-effective solution for businesses looking to send gift cards as rewards or incentives. eGifter Rewards has over 1,000 top gift card brands, an easy to use, secure website, the eGifter Gift Card API™, and flexible integration options. For more information on eGifter Reward and Incentives Solution, visit https://www.eGifterRewards.com.

About IMA

The Incentive Marketing Association (IMA) connects members from leading companies across the marketplace to create a unified voice and growth for the incentive industry. IMA is the umbrella organization for the Incentive & Engagement Solution Providers (IESP), Incentive Gift Card Coalition (IGCC), Incentive Merchandise To Reward & Appreciate (IMRA), Incentive Travel Council (ITC), Recognition Professionals International (RPI), IMA Europe, IMA Brasil and IMA Middle East, Africa & Asia Pacific (IMA MEAPAC). Members have the expertise, leading brands, and services to help companies improve their business with reward, recognition, loyalty, and engagement programs. For more information, visit the IMA website at https://www.incentivemarketing.org/

Media Contact

TRACEY KLEIN, SVP, eGifter, 1 5168821200 105, media@egifter.com, www.egifter.com

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SOURCE eGifter

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TeamLogic IT Honors Top Franchisees, Brings Leading Industry Experts Together at TeamLogic IT Owners Summit Convention

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MISSION VIEJO, Calif., Oct. 21, 2026 /PRNewswire/ — TeamLogic IT, a national provider of managed IT services and technology support, celebrated the achievements of its franchise network at the company’s annual Owners Summit and Vendor Show, held October 5-8, 2026. The event brought together TeamLogic IT franchisees, vendors and partners for a week of learning, collaboration and connection, culminating in the recognition of the network’s top-performing franchisees.

“One of the things that makes TeamLogic IT so special is the strength of our franchisee community. Our TeamLogic IT franchise owners represent the very best of the managed services industry,” says Richard Lowe, president and CEO of TeamLogic, LLC. “Owners Summit gives us the opportunity to come together, exchange ideas and celebrate what we’ve accomplished as a network. Recognizing our top-performing owners is always a highlight. Their leadership and commitment to delivering high-quality technology solutions are helping drive our network forward and strengthen the TeamLogic IT brand nationwide.”

The sold-out vendor exhibition featured more than 70 leading companies in the technology industry, including Pax 8, the conference’s signature sponsor, Bitdefender, Blackpoint, Cytracom, Sophos, Kaseya, N-able, NinjaOne, Proofpoint, Rewst, Slide and more.

At a closing ceremony, the following awards were presented:

Franchisee of the Year: Arti Dutt – West Northridge, CA

Rookie of the Year: Reese Verschelde and Corey Gisondi – Bryn Mawr, PA

Technician of the Year: Federico Hansen – N. Palm Beach, FL

VIP (Volume Increase Percentage)
Larry Anderson and Tony Anderson – Montgomery, ALSteve Anderson – Johns Creek, GATop 15 (Based on 2025 sales)
Jim Hackett and Andrew Hackett – Woburn, MATodd & Linda Harrell – Morris Plains, NJTodd & Ruth Tolly – Santa Rosa, CAPaul Behrman & Nadia Pukhova – Lake Forest, CACory & Kathleen Boxall – Ashburn, VARob Fallows & Chris Kasten – Phoenix, AZKirk Gramoll and John Halama – Germantown, WICindy McPike, Cameron Nelson, and Jacob Harrington – Salem, ORBob Roloff – Ft. Myers, FLDwight & Allison Blankenship – Columbus, OHRick Higgins – Dunwoody, GADan & Becky Thomas – Durham, NCScott Daniels – Naples, FLEric Summers – Des Moines, IARandall Wilson – Decatur, ALMillion Dollar Club
Kyle Temple – Richmond, VAJeremy Mason – East Madison, WIJoseph & Joyce Tauras – Manchester, NHSandeep Kaushal – Vernon, CTJim & Mikki Young – Lake Arlington, TXSteve & Jamie McGlumphy – Aurora, ILMike Treiser and Danny Ramey – Denver West, COMayank & Jaimini Patel – Niles, ILAllen Chu – White Plains, NY

About TeamLogic IT
TeamLogic IT is a national provider of advanced technology solutions for companies of all sizes. Local offices provide clients with the IT support they need to run their businesses more efficiently by leveraging the latest technology solutions, including managed IT services, cybersecurity, business continuity, cloud, co-managed IT services, managed AI, and consulting and support. With more than 350 independently owned and operated locations across North America, TeamLogic IT helps companies minimize downtime, improve productivity and secure their IT infrastructure. Visit www.teamlogicit.com or www.TeamLogicFranchising.com for more information on the TeamLogic IT franchise network.

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SOURCE TeamLogic, LLC

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Mili and Egnyte Partner to put Client Documents to work in Financial Advice

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The partnership brings Egnyte’s secure content platform and Mili’s AI agents together, so advice firms can deliver more comprehensive, personalized advice at scale.

SUNNYVALE, Calif., Oct. 21, 2026 /PRNewswire/ — Mili, an AI platform for wealth management firms, and Egnyte, a leader in secure content collaboration, intelligence, and governance, today announced a partnership that brings Mili’s AI agents to client documents in Egnyte. Advisors work from a file or a whole client folder alongside data from the firm’s CRM, portfolio and planning systems, under each advisor’s Egnyte permissions.

Kitces Research finds that reviewing client documents is the most common way advisors use AI. Its productivity research puts a new financial plan at 15 to 40 hours of team time.

Advisors use Mili’s agents to model the tax cost of moving a client’s accounts into the firm’s strategy, weigh a rebalance against unrealized gains, summarize a bonus agreement and build a financial snapshot from a statement. The agents link answers to their sources and flag what an analysis may still need.

David Ringler, Managing Director at Onyx Bridge Wealth Group ($1.6B+ AUM), said, “Egnyte and Mili are two valuable pieces of technology in our stack, and bringing them together has changed how our practice runs. Mili’s meeting prep and planning agents have become significantly better with Egnyte data behind them.”

Chirag Gandhi, Co-Founder and CEO of Mili, said, “How many clients an advice firm can serve well has long been capped. It is set by the work of understanding each client’s financial life. Agentic AI is changing that, helping advice firms uplift client capacity by accelerating the delivery of high-quality advice.”

Kyle Blair, Director of Global Financial Services at Egnyte, said, “Egnyte helps financial services firms accelerate critical business operations by turning document-heavy tasks into faster, connected, and revenue-generating workflows. Our partnership enables Mili’s AI agents to securely access and work on customer data within Egnyte for better business outcomes.”

The integration is live for mutual customers. Building on Mili’s work with hundreds of advice firms, it aims to put a firm’s full client knowledge into its advice.

About Egnyte

Egnyte is a leader in secure content collaboration, intelligence, and governance, trusted by more than 23,000 customers to increase employee productivity, drive operational efficiencies, and secure mission-critical content. Egnyte’s AI-powered platform empowers organizations to create, share, and protect their information at scale, with specialized solutions designed to meet the unique needs of organizations in architecture, engineering, and construction (AEC), financial services, life sciences, and other industries. For more information, visit www.egnyte.com.

About Mili

Mili is an AI platform for wealth management firms. Its specialized agents automate advisor workflows across meetings, prospecting, onboarding, planning, data management, document intelligence, and compliance. Mili is SOC 2 certified, ISO 27001 compliant, and works with RIAs and broker-dealers managing $250B+ in client assets. Learn more at getmili.ai.

Media Contact

Chirag Gandhi
chirag@getmili.ai

 

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SOURCE Mili

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QUANTUM CONNECTIONS PROMOTES JAMES “JAMIE” GRIFFETH TO CHIEF OPERATING OFFICER AND DIRECTOR OF THE DIALOGUE TRAINING INSTITUTE

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DALLAS, Oct. 21, 2026 /PRNewswire/ — Quantum Connections® has promoted James “Jamie” Griffeth to Chief Operating Officer. Griffeth joined the organization in September of 2025 as Chief Learning Officer and will continue to serve as Director of the Dialogue Training Institute in addition to his new responsibilities.

Since joining Quantum Connections, Griffeth has focused on the organization’s learning mission. He designed a four-tier practitioner credentialing framework, architected the Quantum Dialogue Profile behavioral assessment, led the migration to a new enterprise learning management system, and built the organization’s localization pipeline—delivering that training in French Canadian with Spanish and Chinese queued as next languages.

Griffeth’s expanded role brings together organizational operations and learning leadership around multiple goals: maintaining the company’s infrastructure in ways that align with its mission, expanding the certified leadership network, and continuing to make dialogue skills easier to access, practice, and apply in everyday life.

“Jamie has earned my complete trust and admiration thorough his exceptional leadership, strategic thinking, and ability to turn vision into execution.” Said Dr. Jonathan Thorp, Chief Executive Officer of Quantum Connections. “When I asked him to success me as Chief Learning Officer, I already knew he was capable of great things. His performance has only reinforced that confidence. I’m delighted to recognize his contribution with this promotion and look forward to partnering with him as we continue building the future of Quantum Connections.”

Griffeth will continue to support Quantum Connections’ mission by preparing the company for sustainable growth while maintaining the quality and consistency of its learning experiences. By linking program delivery to assessments and evidence, Griffeth aims to use technology to expand its reach to more partners and clients, helping them understand how to apply dialogue skills and the outcomes that follow.

About Quantum Connections
Quantum Connections, founded by renowned relationship experts Harville Hendrix, Ph.D., and Helen LaKelly Hunt, Ph.D., leverages over 40 years of expertise to provide individuals and organizations with invaluable relational competency skills rooted in neuro and quantum social sciences. Quantum Connections serves small businesses, large corporations, global faith communities, educational institutions, and community organizations, as well as individuals, couples, and families, offering live and on-demand training, coaching certification, and resources to foster authentic connections through effective communication and skill development.

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SOURCE Quantum Connections LLC

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