10.08.2017 to 22.08.2017
at P3
About Equisoft

Business-driven innovation

Equisoft has the industry-specific expertise and leading-edge solutions
to be your preferred technology partner.

A global provider of leading-edge insurance and wealth solutions

Equisoft is a privately held company specialized in the design and delivery of advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. Solutions are webbased, mobile-compatible and fully customizable to meet specific business needs.

The company offers innovative front-end applications, such as InsuranceElements and WealthElements, used by thousands of advisors around the world. In addition, Equisoft is an Oracle Insurance Policy Administration for Life and Annuity (OIPA) integration partner for more than 15 insurers globally. To complete this unique offering, Equisoft brings extensive experience in insurance data migration through its subsidiary Universal Conversion Technologies (UCT).

Equisoft also has a media and publishing subsidiary, Inovva, specialized in advanced solutions for subscription fulfillment, audience engagement, advertising sales, rights and royalties management, as well as content management for print, web and mobile platforms.

Founded in 1994, Equisoft has a growing team of nearly 300 specialized resources based in the United States, Canada, Chile, South Africa and India.

A result-oriented approach

Functional, advanced, customized, relevant solutions. In other words, innovation with a purpose. That is the Equisoft commitment to creating value. Over the years, Equisoft has evolved from providing cutting-edge, feature-rich sales tools to developing more strategic digital transformation solutions that leverage our indepth knowledge of the life insurance and wealth management sectors.

Our products are as functional and advanced as they can be, allowing us to customize solutions easily, quickly and affordably. But they are also more relevant than ever to our clients. Today, our offering is designed to meet the most complex business challenges (digital transformation, increasing regulations, time-to-market, online user experience, etc.).

We are a dynamic company that adapts its solutions to changing business needs. We believe our agility, flexibility and deep industry expertise allow us to provide solutions of value and significance to future-oriented companies. And we pride ourselves on being the very best at meeting the business objectives of our clients in the most cost-effective fashion.

Here are a few other things you should know about us:

We focus on a few products to provide the best core competencies in the industries we serve.

We often take the lead of a project, at the client’s request, by devoting specialized resources over a certain timeframe, in order to maximize efficiency and minimize risk.

We tackle a project from a business point of view and favor early testing and quick wins.

We document best practices and use implementation blueprints to avoid reinventing the wheel, which saves time and reduces project costs.

We have a long track record of successful implementations based on strong industry experience and excellent retention (95%) of highly skilled employees.

Our mission

To help businesses leverage technology to realize their goals

Our vision

To be the best technology partner for industry-leading companies around the world

Our values


Our approach


Seasoned experts at your service

Equisoft senior managers are recognized experts in their field, committed to delivering innovative, high-quality business solutions designed to help our clients achieve their objectives. From initial need analysis to the integration and deployment of complex technological architecture, they strive to add value every step of the way.

Luis Romero
Founder and Chief Executive Officer
Steeve Michaud
Vice President and Chief Operating Officer
Olivier Lafontaine
Vice President, Insurance
Jonathan Georges
Vice-President, Wealth Management Solutions
Mark DePhillips
Vice President, Account Management USA
Ruben Veerasamy
Vice President of Sales and Account Management, Canada and Caribbean
Bruno Leduc
Director, Insurance Product Management
Lee Krasulja
Senior Director, US Operations
Florence Sabbah
AVP, Functional Development
François Taillefer
Director of Systems Architecture
Denise Tsakalaki
PMO Director
Simon Richardson
Regional Director: EMEA & APAC
Mauricio Monroy
Director of Sales and Account Management, Latin America
Robert Chaoui
VP, Accounts and Operations, Wealth Management Solutions
Nicolas Ledoux
Senior Director, IT Infrastructure
Roger Soppe
Vice President, Insurance Sales - US
Annie Mongrain
Vice President, Human Resources
Aurora Patrascu
Vice President, Finance
Rae Albertini
President, Universal Conversion Technologies
Brian Carey
Director, Application Integration
Benoit Cantin
Quality Assurance Manager
José Quiroz
Marketing Manager
Christine Sab
Accounting Manager
Marc-André Vachon
Product Manager, OIPA
Valerie Stieler
Manager, Pre-Sales Consulting
Zineb Jazouli
Director of Product Development for InsuranceElements
Elizabeth Ramirez
Software Development Manager
Patrick Fortin
Data Architect
Sami Abdalla
Business Analyst
Chris Moroz
Director of Sales, Data Conversion & Migration
Anthony Stockley
Vice President, Business Development, Wealth Management
Jean-Marc Bastien, ASA, PMP
Manager, Product Development, Wealth Management Solutions
Nita Das
Manager, Functional Development
Shawn Gillespie
Business Development Manager