Tag: Fintech

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
Media Coverage
iPipeline Launches OneView for Agents to Speed up Annuity Sales
Life Annuity Specialist*

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Media Coverage
Fintech iPipeline Unveils Annuity Order Tracker
InvestmentNews
Press Releases
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time
With OneViewTM, iPipeline launches the first status tracker in the industry for the annuity application process.