Equisoft has the industry-specific expertise and leading-edge solutions to be your preferred technology partner.
Equisoft has the industry-specific expertise and leading-edge solutions to be your preferred technology partner.
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 Equisoft/apply and Equisoft/analyze for advisors, 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).
Founded in 1994, Equisoft has a growing team of nearly 400 specialized resources based in the United States, Canada, Caribbean, Chile, South Africa and India.
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.
To help businesses leverage technology to realize their goals
To be the best technology partner for industry-leading companies around the world
Passionate Innovative Entrepreneurial Accountable
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.
An IT visionary with extensive expertise in the pension and financial industry, Luis founded Equisoft Inc. in 1994 and has been the architect of its direction and expansion ever since. Mission-focused and strategic, Luis drives and upholds Equisoft’s vision. The firm’s core values are reflected in its stated mission: value creation. The process of adding value to client projects ensures that the team’s creative spark does not wane. Luis holds a bachelor’s degree in actuarial studies as well as a certificate in computer science.
Steeve brings with him over 20 years of management experience in the service industry and is well known for his irresistible energy and his great versatility. Before assuming his current position, he was responsible for business development and operations for a Canadian consulting company. Steeve joined Equisoft as Chief Operating Officer in 2004. One of his many responsibilities is to bridge global operations and strategic allocations and drive superior performance in order to position Equisoft for global success. Steeve holds a master’s degree from Université de Montréal.
Olivier Lafontaine is Equisoft’s Chief Product Officer, responsible for ensuring the execution of the business strategies for all Equisoft products. Olivier maintains the product vision and strategy, as well as managing the sales team and product strategy directors. He is responsible for all aspects of the company’s product development. Olivier is a recognized leader in core insurance and wealth management systems, as well as large-scale agile system integration projects. He has forged strong industry partnerships over the past ten years, including Equisoft’s relationship with Oracle as their largest specialized insurance partner. Olivier has more than fifteen years of insurance industry Operations experience, and a proven track record of senior leadership success. He has been an executive with Equisoft since 2006. He is a licensed engineer and graduate of École Polytechnique de Montréal.
With over 20 years of experience in the investment industry, Jonathan has provided Equisoft’s Wealth Management Solutions division with strategic leadership in the areas of product and business development since 2010. His experience with product development, product management, and the marketing and sale of investment products allows us to better understand the needs of our clients and ultimately offer them the most appropriate business solutions. In addition to a bachelor’s degree in commerce (finance) from Concordia University, Jonathan holds the Canadian Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).
An insurance industry veteran, Mark has over 25 years of experience in the life insurance industry. He has built and led large operations and technology teams. Mark has also helped develop and oversee innovative and transformational business and technology solutions for clients. As an executive at DVFS, Allianz, Prudential, iPipeline and Infosys McCamish, he helped drive superior, industry-leading results. In his role at Equisoft, Mark oversees existing US insurance accounts, as well as US based services & delivery, and is focused on helping clients develop and implement innovative business and technology strategies to achieve enhanced revenue and profitability.
With over 18 years of experience in the IT industry, Ruben provides Equisoft with expertise in management and the establishment of solid client, partner and employee relationships. Prior to becoming Vice President of Sales and Account Management at Equisoft, Ruben headed Equisoft’s PMO for six years and also worked for more than ten years in project management at Hydro-Québec. Ruben joined Equisoft in 2008 and is currently responsible for working closely with the sales and marketing teams to establish new business opportunities in the Canadian and Caribbean markets. He also oversees Equisoft’s current Canadian and Caribbean accounts. Ruben holds a degree in computer engineering from Concordia University.
Bruno joined Equisoft in 2007. From the beginning, he’s been dedicated to improving the technology and digital offerings of insurance carriers. He is currently Senior Director of Insurance Solutions; overseeing the overall product offering available to insurance carriers. He is responsible for the lifecycle of the products from strategic planning to execution. Bruno is a technology enthusiast, and his experience with various insurance carriers, exposure to multiple business processes and systems enables him to forge an innovative yet pragmatic product vision. He holds a bachelor’s degree in management and computer science from Université de Sherbrooke and a specialized graduate diploma (DESS) in electronic commerce from HEC Montréal. He also received ITIL certification.
Lee brings to Equisoft over 15 years of experience in Business and Systems Analysis as well as System Configuration in the insurance and technology industries. At Equisoft, Lee’s responsibilities include management and oversight of the Business Analysis and Rules Development teams as well as designing solutions for Equisoft’s clients. Prior to Equisoft, Lee worked as a Business Analyst/Rules Developer at AdminServer and later as a Product Manager and Rules Architect at Oracle, supporting the Oracle Insurance Policy Administration System (OIPA). Lee began his career at J.P. Morgan working in Asset Management Services, but quickly acknowledged his passion for IT. Lee holds a Bachelor’s Degree in Finance from the University of Delaware. In his free time, Lee enjoys coaching and playing soccer, running, and spending time with family and friends.
With over 16 years of experience in the insurance industry and having taken on various project and internal roles, Florence has been a valued member of the Equisoft team since 2008. She now directs Equisoft’s configuration team, which is responsible for implementing the various business processes and calculations involved with policy insurance administration and the illustration calculation engine. Florence is responsible for ensuring the team’s level of expertise remains of the highest quality in order to best serve Equisoft’s clients. Florence is a graduate of Université de Montreal, from which she holds a bachelor’s degree in mathematics and computer science. She has also completed graduate courses towards a master’s degree in applied mathematics at the same university.
François joined Equisoft in 2005 and is currently Senior Director of Systems Architecture for the Insurance division for all Canada and Carribbean implementations. He has over 20 years of experience in IT and large-scale systems architecture and provides Equisoft anmd its clients with extensive technical expertise across multiple disciplines and industries. He specializes in the architecture and integration of IT solutions for the insurance and financial technology sectors. He also has 12 years of experience in policy administration system. François is also in charge of overseeing all technical aspects of the solutions, including architecture, integration, performance and security, and ensuring compliance with industry best practices and standards. François holds a master’s degree in information technology from École de technologie supérieure (ÉTS) and the ITIL and TOGAF certifications.
Denise is a senior executive with a proven record of over 20 years in high-profile roles, specializing in mission critical solutions and projects, project management, and strategic planning. Working closely with our internal project staff and Oracle since 2009, she uses these skills and her extensive knowledge of the insurance sector to oversee the delivery of our solutions and consulting services to our clients. Denise holds a bachelor’s degree with a specialization in actuarial mathematics from Concordia University.
With over 20 years of experience in IT and customer service operational delivery for financial services around the world, Simon has unique insights into the needs of our insurance and wealth management clients. He specializes in the technologies required to enable organizational strategies and the achievement of business objectives. Since joining the Equisoft team in 2014, Simon has been responsible for expanding our global operations in South Africa and India. He is responsible for strategy, sales and operations in the Europe, Middle East and Africa (EMEA) and Asia-Pacific (APAC) regions. Simon holds a Master’s Degree in Commerce (MCom).
Mauricio has over 18 years experience working in IT in multiple industries, including, but not limited to; oil and gas, energy, aerospace, software, financial services and insurance. He developed his professional career in the Latin and North American regions. Mauricio has a solid background in software development, IT solution integration, business process improvement, project management and client relationships. He joined Equisoft in 2014 and is currently responsible for establishing new business opportunities in the Latin American market. Mauricio is a software engineer graduate from La Universidad de los Andes in Bogotá, Colombia. He also holds an master’s degree in business administration from HEC Montréal and the Project Management Professional (PMP) certification.
Robert brings to Equisoft more than 10 years of experience working in information technology in the communication and financial services sectors. Since joining Equisoft in 2007, Robert has been involved in all phases of the WealthElements software lifecycle, including development, business analysis, and project and product management. He is responsible for effectively leading the Wealth Management Solutions division by managing the division’s objectives, product roadmaps and projects. He is also in charge of aligning products and services with clients’ needs. Robert holds a bachelor’s degree in computer science (software design) from Notre Dame University. He has also completed the Canadian Securities Course (CSC®) and is a member of the Project Management Institute (PMI).
Roger joined EquiSoft in early 2016 and is the Vice President, Insurance Sales - US. He has over 25 years experience in core systems transformation and business strategies acquired during his prior insurance and vendor experiences at Prudential, Fiserv, AdminServer, Oracle and Pegasystems. In his role at EquiSoft, he leads the sales process and helps drive strategic initiatives for new clients in the US insurance market. Roger earned a Business Administration degree from Highland College. He also holds the Chartered Life Underwriter Designation (CLU) conferred by The American College.
Annie has over 20 years of experience in human resources management, including many years in banking and telecommunications. She has extensive experience in organizational development, human resources strategic planning and strategic succession planning. Over the course of her career, she has actively facilitated change management and maintained employee satisfaction throughout a growth process that involved multiple acquisitions, outsourcing and significant organizational changes. Annie joined EquiSoft in 2014 and works at the international level to help the management team achieve business goals while keeping abreast of best practices in human resources to attract, develop, motivate and retain talent. Annie holds a bachelor’s degree and a master’s degree from Université de Sherbrooke.
Aurora brings over 15 years of experience in administration and finance to EquiSoft, including experience as senior manager of an import-export company in Romania. Aurora has been working in various finance positions at EquiSoft since 2003. She is equally talented in the realms of finance and administration. She ensures the integrity of tax data and handles financial data in an accountable and transparent manner. In January 2015, she was named Vice President of Finance and is now responsible for financial planning, bookkeeping, certain administrative duties and presenting financial information to upper management. Aurora holds a bachelor’s degree in business administration from the Académie des Études Économiques de Bucarest and a master’s degree from UQAM in the same field.
Brian is a Senior Director – Application Integration at Equisoft, responsible for architectural, infrastructure, and integration delivery for all US implementations. He is passionate about selectively using the right technologies to integrate high-quality, scalable solutions, with a focus on one common goal: implementing innovative, sustainable, and cost-effective solutions for core system modernization efforts. He has 13 years’ experience in life & annuity core policy administration systems, having implemented the AdminServer & Oracle Insurance Policy Administration systems for many carriers. He has been employed at Equisoft for over 9 years in a variety of roles where the company has constantly matched his energy & dedication with new challenges and promotions. Brian holds a Master’s Degree in Information Systems with Honors from Drexel University and Bachelor’s Degrees in Computer Science and Mathematics from Widener University.
Zineb joined EquiSoft in 2006 and has since successfully managed and delivered several key strategic projects. She now holds the position of Director, Product Development for the InsuranceElements product and is responsible for managing the product development resources, tools, processes and best practices. Her natural leadership combined with her insurance experience and technical background make her the best fit for taking the product team and product development to the next level. Zineb holds a Bachelor degree in Computer Science from Concordia University.
Chris has over 25 years of experience in the financial services and technology sectors. A respected veteran of software sales and strategic consulting, he has a proven track-record in delivering enterprise analytic software services, big data solutions and advisory services. Working out of the Philadelphia office, Chris contributes to secure UCT’s leadership position and further its growth by leading the sales process while fostering sustainable relationships with both existing and prospective clients.
Prior to joining UCT, Chris held key executive positions at top companies in the technology and financial institutions sectors, including REALTECH, Techwave Consulting, SAP, Citybank and Bank of America. He is a graduate from Pennsylvania State University (MBA) and University of Delaware (B.S. in Econometrics, Alfred Lerner College of Business and Economics).
Anthony joined Equisoft in late 2017 and is Vice President Business Development, for Wealth Management. He has over 25 years of experience in the financial services and technology sectors, where he focused on strategic initiatives, FinTech innovation, helping businesses drive growth and collaborating with clients to transform their existing systems. In his role at Equisoft, he leads business development opportunities and helps drive strategic initiatives for new clients. Prior to joining Equisoft, Anthony held key senior executive positions at top companies in the technology and financial services industry, including Guardian Capital, Ticoon Technology, Monarch Wealth, Winfund Software and Worldsource Wealth Management.
Jean Sabbagh joined Equisoft in 2019 as Vice President, Marketing. He brings over 15 years of experience as a product and marketing executive, with a proven track record of delivering consistent and measurable value across digital and traditional channels (B2B / B2C). Certified in Lean, he keeps the customer at the centre of the business and drives continuous improvements through people, processes and systems. Previously, he held various senior roles with well-known organizations such as Publicis Groupe, Western Union and Crelogix Acceptance Corporation. Jean is a graduate of George Washington University with an MBA in international business.
For 25 years, Ray Adamson has held senior leadership roles in the financial services industry. His deep experience at the advisor, distributor and carrier levels, gives Ray a true understanding of the challenges and opportunities that engage all industry stakeholders. He has held senior roles at companies like Kronos Technologies, Bluesun, Great West Life and the Covenant Group—and has helped management and advisors at the largest carriers and distributors in North America take their business to the next level. In his role at Equisoft Ray leads the sales process and helps drive strategic initiatives for Canada and the Caribbean.
David joined Equisoft in 2020 to lead sales and drive strategic initiatives in the United States as Vice President, Insurance Solutions USA. He has over 25 years of experience in core systems transformation and digital strategies acquired during his prior insurance and vendor experiences at Unum, DXC, SunGard, InsPro and FINEOS. David earned a degree in International Business from King’s College and holds over ten insurance designations acquired over his career including FLMI and CEBS.
François is a seasoned executive with more than 17 years experience in corporate strategy, development and leadership roles. François was named a young business personality in 2014 by the Quebec Chamber of Commerce in the Technology and Research category, and was named one of the top 20 emerging entrepreneurs by 15 economic organizations. With a vast experience in the financial industry, François leads strategy, sales and professional services for Equisoft Canada. Prior to joining Equisoft, he served as CEO at Kronos Technologies and was involved in the development of several financial services software solutions.
Satish has over 20 years of experience in the life insurance and annuity industry, in both Operations and Technology. He has built and managed insurance operations teams, project management offices and development teams made up of project managers, business analysts, developers and quality assurance analysts.
In his previous roles, Satish has also led account management and business development functions. As an executive at Infosys McCamish Systems and Sapiens, he successfully managed several key business and technology solutions, and established positive ‘partner’ relationships with his clients.
In his role at Equisoft, Satish oversees all US insurance accounts. He is responsible for helping clients develop and implement profitable business and technology solutions that enable them to remain competitive in the marketplace and relevant to their agents and policy holders.
Satish holds a bachelor’s degree in Computer Science and Corporate Finance, and a master’s degree in Business Administration.
Shawn Gillespie joined Equisoft in 2018 as Vice President, Wealth Solutions USA. Shawn brings over 20 years of experience in the investment and financial technology industry and is currently responsible for discovering and pursuing new business opportunities for Equisoft’s wealth management solutions among financial institutions and strategic partners. Prior to joining Equisoft, Shawn served as Business Development Director at First Rate Inc. Previously, he held various senior roles with well-known organizations such as SEI Investments and Pershing/Albridge/BNY Mellon. Shawn is a graduate of West Virginia University.
Valerie has 18 years of insurance experience wearing many different hats - from working directly for an insurance provider in a call center, to a business analyst / SME, a quality assurance resource, and her current pre-sales consulting manager role. She manages Equisoft's pre-sales team and other activities related to new sales opportunities.
Mike brings to UCT and its clients a significant depth of thought leadership and strategic acumen, along with over 20 years of senior management experience and real-world executive leadership gained from positions with large international to mid-sized domestic insurance companies. Mike earned his Business Administration degree from Southwest Baptist University. Designations he holds include Fellow, Life Management Institute (FLMI, from the Life Office Management Association) and Project Management Professional (PMP, from the Project Management Institute).
After graduating from Laval University with a Bachelor's degree in Business Administration in 2012, Charles joined the CFP association in 2013 while starting his career as an independent Financial Planner. His knowledge of the financial services industry and his love for technology led him to join the team of Equisoft in 2016, as the Business Development Manager for Canada. Dynamic and creative his role is to develop new markets and illustrate how technology can be leveraged in the financial industry of today and tomorrow.
Grace has over 15 years of experience in the FinTech industry, most recently focused on the Insurance software vertical. She is passionate, results-driven and relationship-focused. As Vice President, Account Management, Grace is responsible for maintaining, growing and enhancing Equisoft’s client relationships in Canada and the Caribbean. Over the course of her career, Grace has held various senior roles in project delivery, technical support and business analysis. Prior to joining the industry, she played a key role at DealerTrack Canada, where she was instrumental in the development of several game-changing national initiatives within the automotive lending sector. She holds a Bachelor of Science degree from the University of Waterloo.
Rana has over 25 years of leadership experience in the Banking & Financial Services Industry in India spanning across Retail & Corporate Banking, Life Insurance and Credit Cards Sales. He has held senior roles in companies like SBI Cards, GE Capital, Birla Sun Life Insurance, American Express Bank, HDFC Bank and ANZ Grindlays Bank. In his role at Equisoft, Rana will lead Sales, Business Development and help drive Strategic Initiatives for new clients in the APAC region. Rana holds an MBA from Indian School of Business and a Bachelor of Science from Calcutta University in India.
France has over 20 years of experience in the insurance industry, where she has held a variety of positions throughout her career. Since 2011, she has worked on various digital transformation, product creation and process optimization projects. In her previous role as Vice-President, Special Projects at a reputed insurance company, she was at the centre of the process of creating and testing innovative insurance products. France has extensive business expertise and in-depth knowledge of digital transformation with the Lean and Agile methodologies. She stands out for her skills in client care, her ability to build relationships and her strong background in project management, human resources management and business development. She joined Equisoft in July 2019 as Vice President Account Management and is responsible for building and maintaining successful relationships with our customers, primarily in the Québec City area. France holds a Bachelor’s degree in Social Sciences (industrial relations) and a Certificate in Administration from Université Laval.
For over a decade, George has worked extensively with North American advisors, broker dealers, RIAs, and custodians to implement technology solutions that drive growth, efficiency, and culture of compliance. George's expansive experience in advisor and client centric product development, data migrations, integrations, and product implementations allow him to bring a delicate sense of calm to an otherwise unnerving process for our clients. George holds a bachelor's degree in Finance from the University of Scranton with a focus on Economics.
Bill brings over 17 years of Insurance and Technology expertise to the Equisoft team. Bill has had a passion for bringing IT and Insurance together since the beginning of his career. He started his career at AdminServer where he held leadership positions on both the business and technical side of systems implementations. At Oracle, Bill led the redesign of the core financial processing engine of their policy administration system. Bill worked at an Insuretech start up where he oversaw all Insurance Content and a team of Insurance experts. Prior to Equisoft, he was leading multiple implementations for FAST Technologies. Bill holds a B.S. in Computer Science with an emphasis in finance from West Chester University.