Gefen Technologies
Financial distribution platform that empowers insurance and financial agents to manage diverse products and customer relationships more efficiently.
Overview
Gefen Technologies develops a digital distribution platform designed for financial service agents to manage and distribute insurance and financial products. The platform serves as an all-in-one solution that aggregates product data, uses algorithms to match offerings with customer needs, and provides agents with data-driven recommendations. Founded in 2014 in Tel Aviv, the company went public on the Australian Securities Exchange in July 2021.
The platform integrates customer financial data, insurance information, and assets, then applies AI-driven product matching to recommend suitable offerings. It offers omni-channel communication capabilities across email, phone, chat, video, WhatsApp, and text, along with integrated marketing automation, campaign management, and commerce management functions. Agents can manage their own branded websites and landing pages while leveraging the platform's network orchestration capabilities.
Gefen Technologies partners with existing financial service agent networks and has received institutional backing from investors including Plug and Play APAC and Liquidity Group. The company is positioned as a B2B solutions provider targeting insurance agents and intermediaries who seek to automate administrative work and focus more on delivering expertise to customers.
Products & Services
Financial Distribution Platform
A comprehensive SaaS platform designed to streamline how financial service agents distribute insurance and financial products. The platform includes:
Key Features
- Data integration layer aggregating customer financial data, insurance information, and assets
- AI and expert-based next best action recommendation engine
- Omni-channel communication (email, phone, chat, video, WhatsApp, text)
- Marketing automation and campaign management
- Commerce management and transaction processing
- Managed agent websites, landing pages, and social media management
- Financial distribution agent network orchestration
Target Users: Financial service agents, insurance brokers, and financial intermediaries
At a Glance
- Founded
- 2014
- Headquarters
- Tel Aviv-Jaffa, Israel
- Employees
- 11-50
- Funding
- Public
Category & Focus
- Category
- Distribution
- Subcategories
- Agent Management Product Distribution Customer Management
- Insurance Verticals
- Health Life & Annuity P&C Specialty
- Target Customers
- Agents, Brokers, MGAs
Customers
- Plug and Play APAC
- Liquidity Group
- The Digital Insurer (strategic partner for distributed enterprise agent engagement)
Last updated: 2026-06-13