Tag: Financial Services

Loren Brockhouse, Chief Revenue Officer, discusses how connected data can transform life insurance distribution by closing knowledge gaps and improving outcomes.

Loren Brockhouse explores how the next growth frontier depends on how effectively we modernize the sales, service and back-office workflows that support the customer journey. A strong perspective on why operational excellence is becoming a competitive advantage.

iPipeline’s Robert Powell spoke with InsuranceNewsNet about how changing retirement expectations are fueling renewed interest in annuities, the ongoing need for stronger consumer education, and how technology can help simplify what is often a complex decision-making process for both advisors and clients.​

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.

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.

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.

CEO Pat O'Donnell explores the major forces shaping the life and annuities sector in 2026, from the growing retirement preparedness gap to the need for more connected, digital-first experiences.

Discover how AI is transforming life insurance and annuities in this insightful conversation with Katie Kahl — accelerating innovation, efficiency, and customer experience.

Chief Product Officer Katie Kahl explores how speed-driven consumer expectations are forcing life insurers to abandon legacy underwriting and adopt digital solutions.

Katie Kahl explores how life insurance distributors need modern, data-driven technology to meet rising expectations, accelerate approvals, and turn speed into a strategic advantage.