Customer Quote: MaxMyInterest

Laser App Software is a leader within the industry and has a broad outreach to ¬financial advisors.
Case Study

Laser App Software is a leader within the industry and has a broad outreach to ¬financial advisors. By integrating with Laser App, we are making it easier for advisors using leading CRM solutions, such as Junxure, to deliver better solutions to their clients.

Gary Zimmerman, Founder & CEO

iPipeline
September 1, 2019
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BGA Buzz
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,
By iPipeline
December 7, 2023
Blogs
Blogs
How to Make Your Business More Customer-Centric: Using Automation to Fill Financial Forms
Advisors report spending 50% of their time completing back-office tasks like filling and processing forms. With automated financial forms filling, you can skip the frustration, get your time back, and give your clients the customer-centric experience they seek.
By iPipeline
June 8, 2023
Blogs
Blogs
3 Ways to Simplify the Annuities Experience
As part of our dedicated commitment to helping people secure their financial futures, the iPipeline team focuses on streamlining and optimizing annuities and life insurance for wealth managers.
By iPipeline
December 19, 2022