Tag: Data

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Blogs
Consumer Duty in 2025: What Providers Need to Do Now 
The FCA’s Consumer Duty is now business as usual, applying to both open and closed products across the financial services – including protection, pensions savings & investment sectors. For providers, this landmark, principle-based regulation represents a significant shift in expectations – moving away from point-in-time compliance towards ongoing responsibility for customer outcomes.  Phase One, introduced
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
Media Coverage
Using Data to Launch Industry’s First Agent-Scoring System
Life Annuity Specialist*

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Press Releases
iPipeline® Provides Advisors Excel with Unified Path Toward Accessing Core Data Analytics in Financial Services
In partnership with Snowflake, turnkey solutions provider enables Advisors Excel to combine disparate data systems, automate workflows, and create practice efficiencies to position advisors for unlimited growth.
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