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.    

Case Studies

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.

 

 

iPipeline
October 25, 2024
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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
Blogs
Blogs
3 Ways to Simplify the Annuities Experience
As part of our dedicated commitment to helping people secure their financial futures, the iPipeline team focuses on streamlining and optimizing annuities and life insurance for wealth managers.
By iPipeline
December 19, 2022