Tag: Technology

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Press Releases
Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents
Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows for Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and broker-dealers, while enhancing accuracy and control. The solution is designed to drive efficiencies at every stage of the annuity and life insurance sales journey.
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
Press Releases
iPipeline Appoints First-Ever Chief Product Officer to Accelerate Innovation and Support Strategic Growth
Inaugural CPO Katie Kahl to establish strategic vision and roadmap for iPipeline’s innovative life insurance and wealth management technology product portfolio.
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.
Media Coverage
iPipeline’s Powell On Scaling Advisory Businesses Through Technology
RIA Channel
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