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Future of Insurance
MetLife’s Global Technology Office: Top 5 Transformation Priorities
The EVP and Head of Global Technology and Operations at Metlife explained how they executed on differentiation through customer focus and how digital innovation is driven by two types of customer needs.Read Article -
Future of Insurance
Customer Interview: Geri Panagopoulos from Bank of Montreal
Equisoft interviewed Geri Panagopoulos, Manager of Insurance Services at Bank of Montreal to get her insights on Elevate – our annual customer appreciation event.Watch Interview -
Corporate News
Equisoft Secures $125 Million in Funding, Strengthening its Position as Global Tech Leader
Investment will fuel international expansion and R&D as the company focuses on enabling the digital transformation of life insurance, wealth and asset management firms.Read Press Release -
Pensions
Operational Impacts of Pensions Dashboards
Join our expert panel for the latest updates from the Pensions Dashboards Programme (PDP) and for updates on Equisoft’s Pension Fusion solutionWatch Webcast -
Policy Administration System
How Equisoft/manage Solves Superannuation Challenges in APAC Life Insurance
How Equisoft’s powerful and flexible 'Manage' platform is adapted to meet the unique requirements of the Australian life insurance industry.Read Article -
Policy Administration System
Launch new products quickly while accelerating your digital transformation
Join our expert panel to find out how taking a Greenfield approach as a first step in a PAS modernization can reduce risk, accelerate innovation and help carriers stay ahead of the digital transformation curve.Watch Webcast -
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 Interview -
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 Webcast
