Sign In
Small logos Small logos
  • Home
  • Technology
    Artificial Intelligence
    Big Data
    Block Chain
    BYOD
    Cloud
    Cyber Security
    Data Center
    Digital Transformation
    Enterprise Mobility
    Enterprise Software
    IOT
    IT Services
  • Platforms
    The New Google Algorithm Update for 2021
    Google algorithm update for 2021
    Google

    Google is continuously making improvements to its algorithm and how websites are ranked on its organic search results page. This…

    5 Min Read
    Oracle Cloud Platform Now Validated for India Stack
    Service-Partner-Horizontal
    Oracle

    ORACLE OPENWORLD — Oracle today announced that the Oracle Cloud Platform has been validated to develop applications using India Stack…

    3 Min Read
    Oracle and AT&T Enter into Strategic Agreement
    Oracle

    Oracle today announced that AT&T signed an agreement to move thousands of its large scale internal databases to Oracle’s Cloud…

    3 Min Read
    IBM and Andrés Cepeda introduce First ‘Cognitive Music’ Project in Latin America
    IBM-Watson
    IBM

    IBM (NYSE: IBM) and Grammy-winning Colombian singer, songwriter and producer Andrés Cepeda will partner to collaboratively compose the artist’s next…

    3 Min Read
    Alpine Consulting Launches New eCommerce Website for Dana Rebecca
    IBM

    The new website will provide clients with the ability to more easily browse the latest innovations and designs in the…

    2 Min Read
    Check out more:
    • Google
    • HP
    • IBM
    • Oracle
  • Industry
    Banking & Insurance
    Biotech
    Construction
    Education
    Financial Services
    Healthcare
    Manufacturing
    Mining
    Public Sector
    Retail
    Telecom
    Utilities
  • Functions
    RISMA Systems: A Comprehensive Approach to Governance, Risk and Compliance
    Risma Systems
    ENTREPRENEUR VIEWSGDPR

    RISMA Systems was founded in 2014 by Lars Nybro Munksgaard, who initially developed a system that helped accountants and lawyers…

    9 Min Read
    Happiest Minds: A “Privacy by Design” approach is key to creating GDPR compliant businesses
    Happiest-Minds
    GDPR

    We are currently living in two different worlds – the digital world and the physical one. One day the twain…

    8 Min Read
    Gemserv: GDPR 2020 and Beyond
    Gemserv
    GDPR

    As a professional services business operating in a world driven by data and technology, Gemserv like many businesses,  finds itself…

    9 Min Read
    ECCENCA:GDPR IS STILL AN UNTAMED ANIMAL
    GDPR

    Enterprises often restrict their privacy management strategy to customer data only. Though it is the personal data of employees, spread…

    6 Min Read
    Boldon James: HOW ENTERPRISES CAN MITIGATE THE GROWING THREATS OF DATA
    GDPR

    As we fast approach the second anniversary of the implementation of GDPR, the impact it has had on businesses and…

    8 Min Read
    Check out more:
    • GDPR
  • Magazines
  • Entrepreneurs Views
  • Editor’s Bucket
  • Press Release
  • Micro Blog
Reading: Chalice Network: Access to Best-in-Class Wealth Management Products and Services
Share
The CEO Views
Aa
  • Home
  • Magazines
  • Enterpreneurs Views
  • Editor’s Bucket
  • Press Release
  • Micro Blog
Search
  • Home
  • Technology
    • Artificial Intelligence
    • Big Data
    • Block Chain
    • BYOD
    • Cloud
    • Cyber Security
    • Data Center
    • Digital Transformation
    • Enterprise Mobility
    • Enterprise Software
    • IOT
    • IT Services
  • Platforms
    • Google
    • HP
    • IBM
    • Oracle
  • Industry
    • Banking & Insurance
    • Biotech
    • Construction
    • Education
    • Financial Services
    • Healthcare
    • Manufacturing
    • Mining
    • Public Sector
    • Retail
    • Telecom
    • Utilities
  • Functions
    • GDPR
  • Magazines
  • Entrepreneurs View
  • Editor’s Bucket
  • Press Release
  • Micro Blog
Follow US
© 2022 Foxiz News Network. Ruby Design Company. All Rights Reserved.
The CEO Views > Blog > Magazine > ENTREPRENEUR VIEWS > Chalice Network: Access to Best-in-Class Wealth Management Products and Services
ENTREPRENEUR VIEWS

Chalice Network: Access to Best-in-Class Wealth Management Products and Services

CEO
Last updated: 2020/07/07 at 12:45 PM
CEO
Share
Chalice network
SHARE

Chalice Network was created by industry veterans who understand the needs of today’s independent business owner. “Chalice Network is a community of over 55,000 members comprised of independent Financial Advisors, CPAs, insurance agents, and other financial professionals. The members associated with the organization enjoy access to exceptional benefits and solutions via their digital marketplace, all designed to help them run, grow, and protect their business,” said Keith Gregg, CEO of Chalice Network. The organization is committed to elevating member values every step of the way and reinventing independence for thousands of business owners nationwide.

Chalice finds top notch products and services and delivers them to members with white glove-service

Chalice Network firmly believes trust is gained through transparency and acts upon that principle. The organization’s goals and intentions are to provide the small to mid-sized business (SMBs) members with economies of scale, operational efficiency, and enhanced enterprise value rarely achieved on their own. Chalice delivers this promise by providing the best discount pricing on essential products and services to its members. Chalice Network not only delivers exclusive discounts and savings to the members but also returns hours of time back to clients with one-stop-shop access and SSO FinTech capabilities.

CHALICE NETWORK aims to become a global company and has expansion plans for 2021 in both Canada and Europe.

“Having spent more than three decades in the Financial Services industry, I have watched trends progress towards the liberation of the employee to entrepreneur due to advancing technology and personal experience. I wanted to create the go-to web-based membership platform that aggregates and integrates everything SMBs need to run their business. The name Chalice represents the Holy Grail for SMBs,” added Keith Gregg, CEO of Chalice Network. The company focuses on supporting small to medium-sized independent businesses by offering highly favorable prices for exclusive access to services and enterprise-quality goods.

There are many decisions around products, services, technology, and tools a business owner needs to consider. Most of the members associated with Chalice have a great deal of experience as an employee but little experience as business owners and operators. Until Chalice came into the picture, there were little options for guidance and support around choosing solutions to utilize.

Not only does Chalice have industry expertise, but the organization thoroughly vets every vendor, supplier, and product provider. Some of the services and products provided include CRM, website designers, marketing, finance and accounting packages, HR, IT, payroll, and affordable group health insurance. Chalice Network negotiates the best possible prices and secures service legal agreements on behalf of its members.

Often times, too many decisions result in indecision, and wrong choices can cost both time and money to the SMBs. Chalice finds top-notch products and services and delivers them to members with white glove-service.

As the digital age progresses, a significant advancement comes in speed and productivity thanks to Application Programming Interface (API) connectivity. If organizations are API connected to Chalice Network’s SSO platform, processing becomes a breeze within the Chalice Advisor Exchange as everything needed populates. Chalice Network is leveraging the power of digital communities and marketplaces where “the strength of WE empowers a network of ME.”

Almost all industries have dedicated trade associations. CPAs have the AICPA, attorneys have the ABA, realtors have the National Association of Realtors. However, the Financial Service professionals who are independent SMBs have yet to implement a trade organization designed specifically for peer to peer networking and delivering SMB solutions. This problem sparked the creation of Chalice Network. Chalice provides their members with three innovative components, the Chalice Community which serves as a platform for peer to peer networking and intellectual capital, the Chalice Advisor Exchange which is a digital marketplace with business solutions, technology, and tools for business optimization, and Chalice Succession Link, an M&A marketplace for Financial Service professionals to develop inorganic growth.

Chalice will continue to augment and update top offerings within the Advisor Exchange and will be launching Chalice 2.0 come Fall 2020. Chalice 2.0 will bring more API capabilities, saving calculators, in addition to payment and billing systems. Shortly after the release of Chalice 2.0 will come Chalice Pay and Chalice VIP, a billing and retainer-based compensation system. Chalice Network aims to become a global company and has expansion plans for 2021 in both Canada and Europe.

website: https://www.chalicenetwork.com/

CEO July 7, 2020
Share this Article
Facebook Twitter LinkedIn Email Copy Link
Previous Article AsiaPay AsiaPay: It unleashes the potential of digital payment and provides the solution to complete digital transactions at ease.
Next Article Cisive CISIVE: Leading Provider of Tech-Enabled, Compliance-Driven Risk Management and Human Capital Management Solutions
Leave a comment

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

SkillGigs

SkillGigs, Inc: Job Matching Made Easy

The staffing industry is constantly evolving, with new technologies and…

February 1, 2023
FlexScreen
ENTREPRENEUR VIEWS
FlexScreen: Redefining the Window Industry

FlexScreen is the world's first and only flexible window screen. Windows are…

7 Min Read
Emerging IoT Technologies
IOT
The Top 10 Emerging IoT Technologies

The Internet of Things involves a range of emerging technology and skills…

5 Min Read
SJI
ENTREPRENEUR VIEWS
SJI is Leading The Way To A Clean Energy Future

At SJI, our commitment to delivering safe, reliable, affordable energy to our…

8 Min Read
Oren Malchin Photograph
ENTREPRENEUR VIEWS
PulseCath: Resuscitating Lives

Heart failure has been one of the major causes of death across…

7 Min Read

Skybridge Americas: Revolutionizing Customer Service With Talent and IT Innovation

Investing in customer experience has proven…

September 18, 2023

YELLOW BRICK ROAD: Unleashing Child’s Imagination With Unique Child Care Programs

Early childhood offers a critical window…

September 18, 2023

The ROI Of A Clean Workplace: Unseen Benefits Revealed

The ROI Of A Clean Workplace:…

September 18, 2023

PATRICK R. RICCARDS: Transforming The Teaching And Learning 0f American History

An exceptional visionary and dynamic leader,…

September 15, 2023

You Might Also Like

ENTREPRENEUR VIEWS

Skybridge Americas: Revolutionizing Customer Service With Talent and IT Innovation

Investing in customer experience has proven to be the key to long-term success for Skybridge Americas, the people-driven company known…

11 Min Read
ENTREPRENEUR VIEWS

YELLOW BRICK ROAD: Unleashing Child’s Imagination With Unique Child Care Programs

Early childhood offers a critical window of opportunity and sets the building blocks to shape a child's holistic development. When…

10 Min Read
ENTREPRENEUR VIEWS

PATRICK R. RICCARDS: Transforming The Teaching And Learning 0f American History

An exceptional visionary and dynamic leader, Patrick R.  Riccards, the CEO of Driving Force Institute exudes an un  wavering drive…

9 Min Read
ENTREPRENEUR VIEWS

Jason A. Corning: Building A Better Future For The Disabled Community

Jason Corning was born deafblind. Like any other disabled person, he went through rigorous challenges both physical and mental and…

10 Min Read
Small logos Small logos

© 2023 All rights reserved. The CEO Views

  • About Us
  • Privacy Policy
  • Advertise with us
  • Reprints and Permissions
  • Business Magazines
  • Contact
Reading: Chalice Network: Access to Best-in-Class Wealth Management Products and Services
Share

Removed from reading list

Undo
Welcome Back!

Sign in to your account

Lost your password?