Search Results for: pipeline management

iPipeline Expands Product Management Group with Appointment of Industry Veteran Roy Goodart
Fintech InsurTech News

iPipeline Expands Product Management Group with Appointment of Industry Veteran Roy Goodart

Fintech News Desk
by Fintech News Desk0
Focus Will Be on Advancement of iPipeline’s SSG Digital Platform for Brokers and Advisors, Direct Writers and the Direct-to-Consumer Digital Experience iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, announced the appointment of Roy Goodart as VP of Product Management. A 20-year......
Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents
Finance Fintech News

Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, announces a collaboration with iPipeline®, a leading provider of digital solutions for the life insurance, annuities, and wealth management industries. Through this collaboration, Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows......
Artificial Intelligence Cloud Featured Finance Fintech Robotic Process Automation

Automating FinOps with Intelligent Cloud Management: Tools and Techniques for Scalability

Fintech Staff Writer
by Fintech Staff Writer0
As cloud usage scales across organizations, FinOps, or financial operations for cloud cost management, has emerged as a common practice for governing expenditures while maximizing efficiency. With cloud usage accelerating due to digital transformation, organizations are increasingly turning to intelligent cloud management tools and automation techniques to make FinOps scalable......
Artificial Intelligence Banking Fintech Guest Posts Technology

Three Ways Small Banks Can Build the Right AI Talent Pipeline

Kristof Horompoly
by Kristof Horompoly0
If today’s companies want to survive, they need to implement AI; it’s no longer optional. In fact, 79% of leaders agree that AI adoption is critical to remain competitive. This has only intensified the war for AI talent, like data scientists, engineers and developers. But some sectors, like banking, are......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time
Finance Fintech News

New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time

Business Wire
by Business Wire0
Conference call and webcast on Tuesday, March 19 at 8:15 a.m. eastern time to discuss business update and 2023 financial results. iPipeline, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, announces the launch of OneViewTM, a breakthrough solution* that seamlessly......
FinMason Appoints Industry Veteran Samantha Foerster Global Head of Business Development and Relationship Management
Investment Services News

FinMason Appoints Industry Veteran Samantha Foerster Global Head of Business Development and Relationship Management

PR Newswire
by PR Newswire0
Appointment Further Positions Leading Investment Analytics Firm for Growth FinMason, a leading financial technology, investment data and analytics firm, has appointed business development executive Samantha Foerster, Global Head of Business Development and Relationship Management to build on FinMason’s significant recent growth. Foerster is responsible for deepening relationships with existing clients, building......
Agomab Raises $100 Million Series C to Advance Fibrosis-focused Pipeline
Fintech Investments News

Agomab Raises $100 Million Series C to Advance Fibrosis-focused Pipeline

Business Wire
by Business Wire0
Round led by Fidelity Management & Research Company with participation from new investors EQT Life Sciences, Canaan and Dawn Biopharma, a platform controlled by KKR, as well as existing investors – Proceeds will support clinical Phase 2 stage lead candidate AGMB-129 for Fibrostenosing Crohn’s Disease and the development of a......
iPipeline Creates Dedicated Team to Enhance the CX and Help Customers
Fintech News

iPipeline Creates Dedicated Team to Enhance the CX and Help Customers

PR Newswire
by PR Newswire0
Fortune 500 Veteran Leonid Davelman Joins Leading Fintech Company as VP of Customer Success to Lead Key Initiative As part of its ongoing commitment to strategically transform the life insurance and financial services industries through its innovative technology solutions, iPipeline announces the establishment of a dedicated customer success initiative. Leading this......
OptionTrax Releases KYC Process Management with Unmatched Flexibility
Fintech News

OptionTrax Releases KYC Process Management with Unmatched Flexibility

PR Newswire
by PR Newswire0
OptionTrax has greatly improved the Know Your Client data collection process, providing shareholder service teams with a new level of flexibility in information gathering and communication. With compliance departments all over the world requiring different data points, OptionTrax meets the needs of our clients with the ability to generate custom......
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