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Advisor Productivity
Insurance Producers in Latin America: A Call for Improving Their Business Experience
A Celent survey of 700 producers from 24 countries, commissioned by Equisoft, revealed barriers such as a lack of expertise in digital transformation, and reliance on traditional prospecting, sales, and service methods over technology.Read Article -
Future of Insurance
Unlocking Faster and More Simplified Life Insurance: Legal & General America’s Transformation Journey
Senior Vice President of IT and Transformation at Legal & General America, Raju Seetharaman shares how L&G America is utilizing technology to achieve market dominance in the US.Read Article -
Future of Insurance
The Biggest Resource Challenges to Digital Transformation for Life Insurers
No matter where you turn in the industry‒media, social, conferences, boardrooms‒ customer experience and leveraging data are hot topics. They are the main drivers, the reasons why we do digital transformation in the first place.Read Article -
Corporate News
Equisoft acquires CompuOffice Software, Inc., adding life insurance analysis and research capabilities to its advisor platform
The acquisition enables Equisoft to create even more value for advisors by offering an integrated advisor solution, from CRM to financial planning, research and proposal tools.Read Press Release -
Pensions
2022 Review of UK Investment Transfer Market
The recent upgrade to TeX/UKETRG open standards means that a wider range of asset classes can now be re-registered electronically.Read Article -
Future of Insurance
How a Product Mindset and New Digital Capabilities have helped Sammons Financial Group Improve the Agent Experience
By adopting a product mindset, Sammons Financial Group aligns business and technology needs, allowing for greater understanding between all stakeholders.Read Article -
Pensions
Cheers to 10 years of TeX
TeX has underpinned the transfer of millions of pensions, ISAs and assets, worth billions of pounds for hundreds of platforms, wealth managers and pension providers.Read Article -
Asset Allocation and Wealth Analysis
Slowly but surely
In 2002, the government published a Green Paper on working and saving for retirement. It included the first reference to an online planner where people could see all their pensions in one place with an estimate of the income they were likely to receive in retirement.Read Article -
Corporate News
Pension and Investment Management Solutions Provider Altus Business Systems Rebranded as Equisoft
The rebrand aligns Altus and Equisoft’s strategic product capabilities and complementary expertise under one umbrella. Altus Consulting remains independent under the Altus brand.Read Press Release -
Advisor Productivity
Equisoft Launches All-Inclusive Online Hub for Financial Advisors
Focused on empowering advisors, and their distribution channels with high powered tools and educational content, the website aims to help achieve key productivity goals.Read Press Release -
Future of Insurance
Equisoft Digital Acceleration Insights – David Kahl
Equisoft interviewed David Kahl, Head of Core Platform Solutions at Resolution Life, to get his insights on key topics within the life insurance industry.Watch Video -
Future of Insurance
Equisoft Customer Testimonial | Guardian Life Limited
Equisoft interviewed Eric Hosin, Group Head of Life, Health and Pensions at Guardian Life Limited to get his insights on their experience with digital transformation and how Guardian Life partnered with Equisoft to achieve their goals.Watch Video -
Policy Administration System
Top Priorities for 2023 From 100s of Life Insurance Executives
In this session top industry leaders will delve into how insurers of all sizes can make the best technology choices, prioritize budgets and pull everything together into a manageable strategy that ensures a successful digital transformationWatch Webinar -
Future of Insurance
Navigating Digital Transformation in the Insurance Industry: Insights from Western & Southern's CIO
Western & Southern Financial Group's CIO has taken a methodical approach to cloud adoption and is focusing on creating a seamless and consistent experience across all channels to remove friction from the customer experience.Read Article -
Future of Insurance
Equisoft Digital Acceleration Insights – Byren Innes
Equisoft interviewed Byren Innes, Managing Director at Jennings Consulting Ltd. to get his insights on key topics within the life insurance industry.Watch Video -
Future of Insurance
Key Lessons to Learn from Legal & General's American Expansion
Legal & General is looking to expand its market position in the US. It has focused on streamlining its buying process and has a team of data scientists who use machine learning to monitor the market, allowing it to adjust prices quickly.Read Article -
Pensions
Wealth Managers: Take Notice of Share Class Conversions
In its December 2019 policy statement, the FCA announced that share class conversions must be supported. How will this have an impact on wealth managers?Read Article -
Pensions
Come again? UK pension transfer services slowed by ‘language barriers'
In the UK, transfer services are split among several incompatible services. The transfer tends to fall between the cracks if the two suppliers do not use the same service.Read Article
