Case Study
Valmark Securities: Innovating with Flexible, Efficient e-Delivery Options for Staff, Agents and Consumers
Valmark Securities: Innovating with Flexible, Efficient e-Delivery Options for Staff, Agents and Consumers
® www.iPipeline.com | sales@ipipeline.com | (800) 758-0824 VALMARK SECURITIES Innovating with Flexible, Efficient e-Delivery Options for Staff, Agents and Consumers As an experienced broker dealer with over 50 years specializing in equity, investment advisory and risk management products, ValMark sought to expand upon their existing technology and leverage their early and successful adoption of iGO e-App. ValMark understood the financial