Author: iPipeline

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Blog
From Speed to Clarity: The New Operational Focus for BGA
BGA operations are shifting from a focus on speed alone to a greater need for clarity, visibility, and workflow alignment. As case volume and complexity increase, BGAs need better ways to track progress, manage handoffs, and understand where work stands from submission through commission.
Press Releases
iPipeline and FIDx Launch IX Express, Extending Digital Annuity Distribution to the Small and Mid-Market
Expanding on their longstanding relationship, FIDx and iPipeline launch new turnkey solution, IX Express, drastically reducing implementation timelines
Press Releases
iPipeline Powers End-to-End Life Insurance Experience Through Luma Collaboration
iPipeline, a leading provider of digital solutions for the life insurance and financial services industry, today announced its integration with Luma Financial Technologies’ newly launched life insurance platform, helping enable a fully connected, end-to-end experience to advisors and distribution firms
Media Coverage
How iPipeline Leverages AI to Transform the Life Insurance Market
In a recent interview with FinTech Global, Katie shared how the company’s AI‑first approach goes far beyond simply layering artificial intelligence onto existing processes.
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Press Releases
iPipeline Named to FinTech Global’s 2026 WealthTech100 as an Innovator Redefining Wealth Management
iPipeline has been named to this year’s list in recognition of Novera, its AI-powered, cloud-native platform, as well as CHARLi, iPipeline’s proprietary AI foundation embedded across the platform.
Media Coverage
iPipeline Named to FinTech Global’s WealthTech100 for 2026
iPipeline has been named to the WealthTech100 - an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts.
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Media Coverage
Could Tech Be the Key to Closing the Retirement Saving Gap?
Bobby Powell highlights his insights on where the retirement gap is partly stemming from, and the tools needed to close that gap, including improved consumer education, financial literacy, and connecting people to the right solutions for their needs.
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