Fortune 500 Veteran Leonid Davelman Joins
Leading Fintech Company as VP of Customer Success to Lead
Key Initiative
EXTON,
Pa., June 15, 2023 /PRNewswire/ -- 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 firm-wide initiative to ensure customers realize maximum value
from the company's solutions is Leonid
Davelman, iPipeline's new Vice President of Customer
Success.
An accomplished leader, Mr. Davelman will oversee the vision and
strategy for building a world-class program focused on increasing
customer loyalty and long-term satisfaction. As part of this
initiative, the team will identify, improve, expand, and implement
well-defined and proven programs and best practices. These programs
can be customized for each specific customer's long-term definition
of success, as well as promote a company-wide culture of customer
success.
"As customers' business needs continue to evolve and change, we
need to understand how each customer defines and measures their
success as that also changes," said Daphne Thomas, Chief Operating Officer of
iPipeline. "Leo has an impressive record as a customer
advocate, and we are excited to have him on board. Leo and the team
will be champions for our clients and ensure the voices of
customers are heard, especially in areas such as support, service,
and product adoption."
Before joining iPipeline, Mr. Davelman was Customer Success
Director for MuleSoft, a Salesforce company and the leading
integration and API platform in the world, where he led a
$14 million portfolio (in annual
recurring revenue) of the company's largest and most strategic
retail and consumer goods customers. Prior to Salesforce, he held
positions of increasing responsibility at New York Life Insurance
Company, Applause, Toys R Us, and Edgewater. Mr. Davelman received
a master's degree in business studies from the University of
Bremen in Germany, and a B.A. in international business
and management from Dickinson
College.
"I'm thrilled to be part of iPipeline, a market leader that
combines technology, innovation, and expertise to deliver
ground-breaking, award-winning software solutions," said
Leonid Davelman, Vice President
of Customer Success at iPipeline. "We're excited to launch our
initial key priority, which is to take a comprehensive, 360-degree
view of our customers' entire relationship with us and to
understand what is important to them. This will play a key role in
identifying areas we can focus on to provide more value for our
customers, at every stage of their iPipeline journey."
About iPipeline
iPipeline is building a comprehensive
digitized ecosystem for the life insurance and wealth management
industries, which will enable millions of those who are uninsured
or under-insured to secure their financial futures as part of a
holistic financial planning experience. The firm is working to
optimize all application and processing workflows—from quote
to commission—and consolidating them within one of the most
expansive straight-through processing platforms, significantly
reducing paper, saving time, and increasing premiums and placements
for insurance agents. iPipeline is also committed to offering
premier subscription-based tools to help financial institutions and
advisors automate and digitize financial transactions, comply with
regulations, and seamlessly incorporate life insurance and
annuities into client accounts.
The iPipeline digital ecosystem incorporates one of the
industry's largest data sets to enable advisors and agents to
optimize their businesses. Since its establishment in 1995,
iPipeline has facilitated 1.5 billion quote responses, $32 billion in savings on printing and mailing
costs, the collection of 55 billion premiums, and the protection of
25 million lives. iPipeline operates as a unit of Roper
Technologies (NYSE: ROP), a constituent of the S&P
500® and Fortune 1000® indices. For more
information, please visit https://www.ipipeline.com/.
Media Contact
Laura Simpson
JConnelly for iPipeline
973-713-8834
ipipelinepr@jconnelly.com
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SOURCE iPipeline