iPipeline®, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, today announced it has been named a finalist in the AI Innovation & Impact category of the 2026 ThinkAdvisor Luminaries Awards. The annual awards recognize firms and individuals demonstrating exemplary leadership, groundbreaking innovation and meaningful impact across the financial services industry.

The AI Innovation & Impact award honors organizations demonstrating an outstanding commitment to harnessing artificial intelligence to transform financial services, with nominees evaluated on the depth, originality and measurable results of their AI-driven initiatives.

The distinction follows iPipeline’s continued investment in an AI-first approach to modernizing life insurance, annuities and wealth management. At the center of that strategy are Novera™, iPipeline’s AI-first digital platform, and CHARLi™, the artificial intelligence foundational model that connects products, features and workflows across the iPipeline ecosystem. Together, the technologies are designed to help carriers, distributors and financial institutions connect data and workflows, accelerate decision-making, deliver more personalized experiences and scale innovation across their businesses. iPipeline was selected from a record-breaking number of nominations submitted for this year’s Luminaries Awards.

“Being named a finalist for the ThinkAdvisor Luminaries Awards is a tremendous recognition of the work our teams are doing to help move AI from promise to practical impact across financial services,” said Pat O’Donnell, Chief Executive Officer at iPipeline. “Our focus is not simply on introducing AI for AI’s sake. We are building connected technology and intelligence that can help our customers operate more efficiently, make better decisions and create simpler, intuitive experiences for the people they serve. This recognition reinforces our commitment to using innovation to help the industry protect more families and strengthen financial futures.”

iPipeline launched CHARLi in 2025 as the AI foundation powering intelligence throughout its digital ecosystem. CHARLi was designed to enhance products, features and workflows with shared intelligence that can support faster processes, data-driven insights and more personalized experiences. The technology was subsequently incorporated into iPipeline’s broader platform strategy with Novera, launched in 2026, creating a modern platform for deploying AI and connected digital capabilities across life insurance, annuities and wealth management.

“AI creates the most value when it is embedded into the workflows people already rely on and is solving real business challenges,” said Katie Kahl, Chief Product Officer at iPipeline. “That principle is at the heart of how we built CHARLi and Novera. By connecting intelligence, data and technology across the ecosystem, we can help our customers move faster, reduce complexity and create experiences that are more intuitive and tailored. Being recognized as a finalist is an exciting validation of the progress we are making and motivates us to continue pushing the boundaries of what is possible for our customers and the industry.”

ThinkAdvisor’s editorial staff and Luminaries advisory board reviewed nominations to select the 2026 finalists. A panel of independent financial services industry judges will now evaluate the finalists and determine the winners.

The 2026 ThinkAdvisor Luminaries Awards will take place on December 3 in New York City, beginning with a “Practical AI” daytime program followed by the Luminaries Awards dinner and gala, where winners will be announced and honored on stage.

About iPipeline

iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows—from quote to commission—with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

Since its establishment in 1995, iPipeline has helped protect more than 51 million people, and today is trusted around the world by more than 100 insurance carriers and providers, and more than 2,500 broker-dealers, financial institutions, Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and Managing General Agents (MGAs). Connected to more than 500,000 agents and advisors, the company collected nearly $77 billion in global life insurance premiums and annuities in 2023. iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 500® indices.

For more information, please visit https://ipipeline.com/

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