iPipeline Quarterly UK | September 2024

iPipeline Quarterly
Just your style:
Blogs
Blogs
5 Ways to Improve Your Placement Ratio
In today’s business environment, data is the new currency. The industry leaders of today are the data-driven companies.
By iPipeline
June 6, 2025
Press Releases
Press Releases
iPipeline Promotes Zoe Mears to Enterprise Sales Manager
NOVEMBER 28, 2023 — iPipeline, a leading global financial services technology provider, announces the promotion of Zoe Mears to the position of Enterprise Sales Manager. In this role, she will play a major role in assisting the organization in providing best-in-class, transformative technology solutions by establishing and managing relationships to maximise the promotion of iPipeline
By iPipeline
November 29, 2023
Blogs
Blogs
How to Make Your Business More Customer-Centric: Using Automation to Fill Financial Forms
Advisors report spending 50% of their time completing back-office tasks like filling and processing forms. With automated financial forms filling, you can skip the frustration, get your time back, and give your clients the customer-centric experience they seek.
By Robert Powell
June 8, 2023