Tag: Data

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
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 CombineDisparate Data Systems, Automate Workflows, and Create Practice Efficiencies toPosition Advisors for Unlimited Growth EXTON, PA and TOPEKA, KS—June 22, 2022— iPipeline® announces that Advisors Excel, a Topeka-based financial marketing organization, will leverage iPipeline's services to obtain real-time metrics for analyzing product and operational