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Pensions
Solving the Small Pots Problem: A Feasible, Scalable Path Forward
The UK faces a mounting pension crisis: 13 million small, inactive pension pots existed in 2024, projected to reach 17.5 million by 2030.Read Article -
Corporate News
Equisoft Partners with Databricks to Accelerate Insurance Digital Transformation with AI-Ready Analytics Platform
The partnership combines Equisoft's deep life insurance expertise with the Databricks Data Intelligence Platform to reduce carriers’ legacy costs while scaling advanced analytics and AI capabilities.Read Press Release -
Policy Administration System
Use Case: AI-Enabled Task Management for Pending Business Requirements
Transform pending requirements into actionable tasks with AI. Cut manual tracking by 75%, accelerate case resolution & boost advisor productivity instantly.Read Case Study -
Policy Administration System
How UK & EU Providers Gain Independence from Policy Admin System (PAS) Vendors
Discover how UK and EU providers can gain independence from PAS vendors with self-service tools, accelerating change and boosting business agility in a digital world.Read Article -
Corporate News
Equisoft Launches AI-Powered Suite to Transform Insurance Operations Through Advanced Analytics, Automation and Human Augmentation
New Equisoft/amplify suite combines advanced analytics, insurance-specific AI agents, and human-in-the-loop workflows to accelerate product innovation and enhance operational excellence for any policy administration system.Read Press Release -
Corporate News
One Inc Expands Life Insurance Payments Ecosystem Through Partnership with Equisoft
One Inc, the leading payments network for the insurance industry, today announced a partnership with Equisoft, a global provider of advanced digital solutions for the financial services industry.Read Press Release -
Policy Administration System
Use Case: AI-Powered Requirements Discovery and Analysis Accelerates PAS Modernization Projects
Cut PAS modernization discovery from 8 weeks to 3 with AI-powered requirements analysis. Extract user stories, identify gaps & accelerate deployments by 62%.Read Case Study -
Corporate News
The Insurance Association of the Caribbean appoints Equisoft’s insurance expert as new board member
Ruben Veerasamy’s expertise and leadership will be instrumental in driving forward the IAC mission in ensuring that the Caribbean insurance industry continues to evolve.Read Press Release -
Future of Insurance
How CX Technology Transforms Small and Mid-sized Life Insurance Carriers
In this interactive session, CX experts will reveal the latest research into small and mid-size carrier challenges, solutions and priorities for enhancing CX delivery.Watch Webcast -
Policy Administration System
Use Case: Agentic AI New Business Good Order Check
Stop manual case preparation delays. AI-powered good order checks validate applications, verify requirements & generate tasks—cutting processing time 80%.Read Case Study -
Asset Allocation and Wealth Analysis
The Digital Transformation of Fund Sales: How Analytics Are Reshaping Asset Manager and Advisor Success
From legacy processes to data-driven success: How fund companies are rethinking distribution strategies with investment analysis tools that enhance advisor experiences and build lasting competitive advantages.Read Article -
Corporate News
Equisoft takes home three awards at the 2025 System In The City Fintech Awards
Global digital solutions provider was recognised in the following categories: Best Transfer System, Contribution to Industry Standards and Excellence in Product Development.Read Press Release -
Future of Insurance
How AI is Transforming Insurance Claims Processing
Discover how AI is transforming insurance claims processing, improving efficiency, accuracy, and customer experience for both carriers and policyholders.Read Article -
Corporate News
Pension Fusion successfully connects over 11 million members to pensions dashboards ecosystem
Equisoft in collaboration with Lumera is the first entity to have completed the full end-to-end Pensions Dashboards connection journey.Read Press Release -
Policy Administration System
Overcoming Customer Experience Challenges in the Insurance Industry
Discover key challenges in insurance customer experience and practical solutions to overcome them. Learn how to leverage technology, personalize interactions, and build trust for improved CX in the insurance industry.Read Article -
Investment Transfers
Making Transfers Better: Achieving Faster, Smarter Transfers Through Integration
In this webinar, industry experts unpacked the realities of integration in today’s investment transfers market — and reveal what’s truly possible.Watch Webcast -
Pensions
Pension Dashboards Onboarding Blueprint: Proven Strategies from 50+ Live Schemes
In this webinar, industry experts and real scheme leaders will explore how 50+ pension schemes with 12 million members onboarded to dashboards. You’ll get practical insights from those already live and see how to apply their proven tactics to your own timeline.Watch Webcast -
Investment Transfers
Making Transfers Better: What You Need to Know About Electronic Conversions
In this webinar, industry experts will explore the evolution of investment transfers from traditional paper-based methods to modern electronic conversion systems.Watch Webcast
