Case Studies

Case Study: Providing the Best Sourcing Technology to the UK’s Largest Service Provider

SolutionBuilder has provided SimplyBiz members with a portal that will increase the sales of protection policies, improve client engagement, and enhance the sourcing of high-quality suitable products. Click here to read the full story.

By iPipeline

October 25, 2024

Case Studies

Click here to read the full story.

Find out how iPipeline solutions can drive your business forward. Book a call below with one of our experts.

iPipeline

October 25, 2024

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Blog

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.

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June 6, 2025

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

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.