Timely advice before starting your policy administration modernization project
Looking for the best way to upgrade your front-end tools, modernize your core, back-office life insurance policy administration system or migrate your data? Download our eBook!
Legacy system challenges and data migration solutions
Equisoft’s CEO, Luis Romero discusses the importance of administrative consolidation and the legacy challenges facing life insurance and annuity companies.
The shifting landscape in insurance: The challenge of change
Get the key takeaways from the 2019 Caribbean Insurance Conference, including: the importance of IFRS 17, marketing to support advisors & machine learning.
Taking a customer-centric approach in financial services
Get the key takeaways from the 2019 ICI GMM Conference, including: the changing role of wholesalers and the need for a customer-centric approach in financial services.
The evolving investment distribution landscape
Get the key takeaways from the 2019 WP Innovation & Strategy Summit, including: how technology & AI can help us conserve our most precious resource — time.
Use technology to attract advisor attention and build deeper relationships
Competition for advisor business, disruptive tech, regulatory changes and increased client expectations are changing the role of fund company wholesalers. That was the challenge faced by wholesaler, Lisa Fleming.
Invasion of the robo-advisor: Is the threat real?
There is clearly an opportunity for traditional dealer and advisor businesses to harness powerful robo-advisor technology solutions to improve efficiency, enrich the customer experience, build new customer bases and grow their businesses.