Tag: Fintech

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Blogs
Guiding the Insurance and Financial Industries into the Digital Age: 6 Crucial Factors to Look for in Every e-Delivery Solution
In today's fast-paced digital landscape, both the insurance and financial industries stand at a crucial intersection of technological innovation. We are experiencing a digital transformation with one common enemy – paper.
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.
Blog
The Demand for Digital: 5 Ways to Give Your Clients the Digital Experience They Want, While Making Your Life Easier and More Integrated
Author Robert Powell explains how Laser App empowers users to tap into the demand for digital – for clients today and in the future.
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
Press Releases
iPipeline Hires Technology Industry Veteran Adam Boone as New CFO to Accelerate Strategic Growth
New CFO Adam Boone will lead iPipeline’s financial management to drive long-term growth strategy.
Blogs
5 Ways Digital Field Underwriting Can Help Agents Increase Trust, Build Reputation, and Clinch Sales
XRAE® from iPipeline is designed for use by agents as well as distributors, offering a seamless and comprehensive underwriting experience that maximizes productivity.
Blogs
How to Successfully Navigate the Challenges of Annuity Order Tracking: Empowering Financial Advisors and Agents
Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.
Media Coverage
Eliminate Annuity Advisor Suspense
ThinkAdvisor
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