Tag: Data
Media Coverage
Using Data to Launch Industry's First Agent-Scoring System
Life Annuity Specialist
Press Releases
iPipeline® Provides Advisors Excel with Unified Path Toward Accessing Core Data Analytics in Financial Services
In Partnership with Snowflake, Turnkey Solutions Provider Enables Advisors Excel to CombineDisparate Data Systems, Automate Workflows, and Create Practice Efficiencies toPosition Advisors for Unlimited Growth EXTON, PA and TOPEKA, KS—June 22, 2022— iPipeline® announces that Advisors Excel, a Topeka-based financial marketing organization, will leverage iPipeline's services to obtain real-time metrics for analyzing product and operational
BGA Panel: How Data is Driving Better Performance & More Business
A recorded session from NAILBA39: Engage AgencyONE, Lion Street and Gen3 Advisor Group have all made investments and commitments to move their organizations to be more data-driven. In this panel, you'll hear from executives at these three organizations as they share their successes with agent performance, agent recruitment, placement lift and more. After viewing this