Tag: Data

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

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.