Tag: Financial Services

Press Releases
iPipeline Appoints Joe Yurich as Chief Revenue Officer to Accelerate Growth and Enhance Customer Engagement
Yurich will lead business development teams to drive long-term growth and client satisfaction.
Press Releases
iPipeline Appoints Steve Cover as CTO to Advance Technological Vision and Strategy
Cover to spearhead industry-leading digital innovation in life insurance and wealth management industries, enhancing value to clients and driving sustained product differentiation.
Media Coverage
iPipeline Prepares for DOL Fiduciary Rule Tech Building
ThinkAdvisor
Media Coverage
iPipeline Names Katie Kahl to New Post of Chief Product Officer
Insurance Innovation Reporter
Media Coverage
iPipeline Hires Technology Industry Veteran Adam Boone as New CFO to Accelerate Strategic Growth
WSJ CFO Journal
Media Coverage
Eliminate Annuity Advisor Suspense
ThinkAdvisor
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 combine disparate data systems, automate workflows, and create practice efficiencies to position advisors for unlimited growth.