Tag: Financial Services

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.

Steve Cover focuses on ways the L&A sector can effectively recruit and retain the next generation of talent by learning into modernized processes and the latest technology.

Katie Kahl discusses how the life insurance and annuities sector is facing a digital wake-up call, and those that embrace AI and automation will be the ones who lead the next chapter of growth and engagement.

Roy Goodart provides insightful comments regarding why carriers and distributors must navigate away from paper-based processes and towards digital solutions.