SolutionBuilder & CIExpert

This webinar is offered monthly at 11am. Choose the date that works best for you!

To understand how the integration between SolutionBuilder & CIExpert works and understand how CIExpert’s assessment works.
Webinars

To understand how the integration between SolutionBuilder & CIExpert works and understand how CIExpert’s assessment works.

This webinar is offered monthly at 11am. Choose the date that works best for you!

Register today!

 

iPipeline
April 8, 2024
Just your style:
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 iPipeline
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