iPipeline has entered into a partnership with Sherpa to help expand its financial resilience tool within the UK market.
US-based Sherpa's solution aims to help providers and advisers across all areas of financial services, offering data-driven analytics to better assess client needs and close the 'advice gap' in protection. Sherpa offers insurers, banks, providers, and distributors an interactive tool to help engage clients and make them more financially resilience. The Sherpa Score tool allows consumers to input personal financial information and receive a "financial score" which can be used to access solutions towards protection and savings. By receiving a Score, customers can better understand th...
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