Author: iPipeline

USA
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Blogs
How to Successfully Navigate the Challenges of Annuity Order Tracking: Empowering Financial Advisors and Agents
Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.
BGA Buzz
BGA Buzz: Q1 2024 Issue
A welcome message from Pat O'Donnell, iPipeline CEO.
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Press Releases
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time
With OneViewTM, iPipeline launches the first status tracker in the industry for the annuity application process.
Blogs
Six Things to Consider when Selecting an Agency Management System
An Agency Management System (AMS) isn't just crucial for running your agency smoothly; it also impacts how efficient and productive you are, directly affecting your success. Here are six key factors to keep in mind.
Press Releases
iPipeline Announces Registration for Connections 2024 is Now Open: New Location, New Dates, One Awesome Conference
Secure your spot now for iPipeline’s premier annual event on May 15-17 in Orlando!
Media Coverage
Wealthtech Predictions For 2024: M&A May Slow, But Disruption Won’t
Private Wealth
Media Coverage
How Recent Tech Trends are Affecting Wealth Management
InvestmentNews
BGA Buzz
BGA Buzz: Q4 2023 Issue
NAILBA 42 iPipeline has a long history of attending NAILBA and we enjoy getting to see each of you at this conference every year. In the past, we have held a user group meeting at NAILBA each year, but we are switching things up this year! We want to encourage you to attend our Solution Session,
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Press Releases
AuguStar Life Selects iPipeline to Help Strengthen its Digital Transformation Journey and Improve the Agent Experience
iPipeline® announces a partnership which will help AuguStar Life SM to accelerate and strengthen its digital transformation with innovative solutions from iPipeline that are designed to improve the agent experience.
Press Releases
iPipeline Names Technology Industry Veteran Pat O’Donnell as New Chief Executive Officer
iPipeline announced today that Pat O’Donnell, a technology industry veteran with more than three decades of experience, has been appointed Chief Executive Officer.
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