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Pensions
First Half of 2023 Review of UK Investment Transfer Market
Find out what happened in the UK Investment Transfer market in the first half of 2023Read Article -
Corporate News
Equisoft Strengthens Leadership Team with the Appointment of Sophia Bennaceur as New Board Member
Bennaceur from Morgan Stanley Montreal will play a crucial role in enhancing operational efficiency as Equisoft's global expansion continues.Read Press Release -
Pensions
ViaNova/TeX - Automating Corporate Pension Transfers
In this session our expert panel will examine how the ViaNova Working Group and TeX worked together to develop those standards to support electronic pension transfers, resulting in significant reductions in the time and cost to process DC and DB transfers.Watch Webcast -
Corporate News
PensionBee adopts ViaNova transfer standards for pension consolidation with Equisoft’s back-office system
The use of open standards and Equisoft/transfer solution allows PensionBee to deliver transfers in minutesRead Press Release -
Future of Insurance
Equisoft Customer Testimonial: ClearView Wealth Limited
Equisoft interviewed Nadine Gooderick, Group Executive – Technology & Development, and Hicham Mourad, GM Information Technology at ClearView Wealth Limited, to gain insights on their digital transformation journey.Watch Interview -
Future of Insurance
Equisoft Digital Acceleration Insights: Liborio Pizzuco
Equisoft interviewed Liborio Pizzuco, Manager of Life Insurance Services at Boulos Financial Group inc. to get his insights on the role of digitalization and data in the future of the life insurance industry.Watch Interview -
Future of Insurance
Equisoft Digital Acceleration Insights: Byren Innes from Jennings Consulting Ltd
Equisoft interviewed Byren Innes, Managing Director & Executive Consultant at Jennings Consulting Ltd. to get his insights on the role of digitalization in the future of the life insurance industry.Watch Interview -
Policy Administration System
Transform Your Life Insurance Policy Administration Software with Equisoft/manage
During this session, we demonstrate how Equisoft/manage addresses the escalating challenge of rising cloud costs for carriers. Additionally, we showcase how Equisoft/design can increase agility, speed to market, and quality.Watch Product Webinar -
Pensions
Pensions Dashboards Programme: What's Next?
This session will be an opportunity to find out from Chris Curry, the Pensions Dashboards Programme Principle, about the current consultation. We’ll explore the different options being considered as part of the consultation and get initial feedback from industry participants.Watch Webcast -
eApplications & eSignatures
Create Superior CX and Increase Sales with Equisoft/apply v3
In this session, Equisoft will demonstrate how Equisoft/apply v3, a state-of-the-art eApp solution, with modern UI, can easily be configured for both advisor-led and D2C insurance buying journeys.Watch Product Webinar -
Pensions
Equisoft/transfer User Group
This user group was a valuable opportunity to get updates on the electronic transfer market, TeX, ViaNova and the Pay.UK Cash ISA Transfer Service- as well as changes to Equisoft/transfer, formerly known as ATG.Watch Webcast -
Pensions
Equisoft Pension Products User Group
This user group was a valuable opportunity for our UK clients to get market insights, company and product updates on Equisoft /trade, Equisoft /transfer, Equisoft /pay, a focus on Pension Fusion, and a progress update on the PDP.Watch Webcast -
Data Migration
Tackling Your Legacy Challenges: Holistic Digital Transformation for Insurers
Join our panel of industry experts as they explore how a holistic approach to digital transformation enables life insurers to revolutionize every aspect of their business.Watch Webcast -
Pensions
Consumer Duty and Account/Portfolio Transfers: What You Need to Know
In this session our expert panel will examine how upcoming Consumer Duty requirements will impact transfers and re-registrations. Join us to see what processes need to be reviewed to achieve compliance and to ensure you’re fully prepared when the new regulation takes effect.Watch Webcast -
Future of Insurance
Elevate for Distributors: A Learning and Networking Event to Empower Business Growth
Held on April 19th at the Fairmont Hotel in Quebec City, Elevate for Distributors provided an unparalleled platform for leaders to share insight and explore strategies on how to enhance life insurance distribution.Read Article -
Agency Management System
New Solutions to Agency Management and Commission Accounting Challenges
Three challenges faced by life insurance distributors and how tech solutions can solve commission accounting problems.Read Article -
Agency Management System
Accelerating Life Insurance Modernization in Africa with OOTB Solutions
Join our expert panel to learn how modernization can be accelerated by implementing an ‘Out-Of-The-Box’ (OOTB) policy admin system that has a standard configuration based on best practices gleaned from experience with dozens of clients.Watch Webcast -
Pensions
Pensions Dashboards Programme: Keep Calm and Carry On!
Although there has been frustration at the lack of clarity on the revised staging dates for pension providers and administrators, or even the Dashboard Availability Point (DAP) the general consensus was that the decision to delay was the right oneRead Article
