Tag: Fintech

USA
Category:
Blogs
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.
By Robert Powell
July 23, 2024
Media Coverage
iPipeline Prepares for DOL Fiduciary Rule Tech Building
ThinkAdvisor
By iPipeline
May 16, 2024
Media Coverage
iPipeline Names Katie Kahl to New Post of Chief Product Officer
Insurance Innovation Reporter
By iPipeline
May 9, 2024
Media Coverage
iPipeline Hires Technology Industry Veteran Adam Boone as New CFO to Accelerate Strategic Growth
WSJ CFO Journal
By iPipeline
April 26, 2024
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.
By iPipeline
April 25, 2024
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.
By iPipeline
April 16, 2024
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.
By iPipeline
March 29, 2024
Media Coverage
Eliminate Annuity Advisor Suspense
ThinkAdvisor
By iPipeline
March 26, 2024
Media Coverage
iPipeline Launches OneView for Agents to Speed up Annuity Sales
Life Annuity Specialist*

*Subscription may be required to read entire article.
By iPipeline
March 22, 2024
Media Coverage
Fintech iPipeline Unveils Annuity Order Tracker
InvestmentNews
By iPipeline
March 18, 2024
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