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Pensions
Making Transfers Better: Reducing & Resolving Rejections
In this webinar, we'll focus on reducing the needlessly high and costly rate of Account/portfolio Transfer & Asset Re-Registration rejections. Our expert panel will review the current TeX rejection reasons and explore improvements to those standards.Watch Webcast -
Data Migration
Top Insurance Priorities for 2025 from 100+ Carriers
We’ll review the survey data from our 2024 webinars and share insights from a wide range of industry experts—including analysts, association leaders & execs.Watch Webcast -
Data Migration
“Are We There Yet?”: How to meet the data challenges slowing your modernization journey
Join Mike Allee, Senior Vice President at Equisoft, and Larry Commerford, Product Owner at UCT, for practical insights into how advanced data migration and modernization prevent data loss, knowledge gaps, and configuration inaccuracy.Watch Webcast -
Policy Administration System
How Advanced PAS & Insurance Tech Optimize Customer Experience
In this webinar, join our panel of industry experts and carrier executives as we explore the latest technologies that are reshaping policy management, enhancing customer experience and driving operational efficiency.Watch Webcast -
Data Migration
Data Readiness for AI: Latest LIMRA and Equisoft Research Revealed
Learn about the AI data readiness maturity model and find out how your data and data practices compare to your competitors.Watch Webcast -
Self-Service Portals
Transforming Advisor and Client Engagement—even in multi-PAS legacy environments
Learn how advanced data conversion tools and Application Programming Interfaces (APIs) facilitate the seamless integration of data, even from multiple policy administration systems—enabling insurers to offer a more holistic and connected customer experience.Watch Webcast -
Asset Allocation and Wealth Analysis
KYP in Action: Success Stories from the Front Lines
Get detailed insights from two different firms that have excelled at integrating KYP into their daily operations to enhance compliance and improve client outcomes. Gain actionable advice to help adapt these strategies to your business.Watch Webcast -
Policy Administration System
Insurance Core System Myths Revealed: How to Avoid Costly Mistakes
Discover strategies that empower carriers to rapidly achieve independence, accelerate product launches and reduce costs.Watch Webcast -
Pensions
Pensions Dashboards Readiness: Essential Steps and Supporting Tools
During this webinar, our Pension Fusion Product Manager, David Poynton along with guest speakers will walk through the industry toolkits available to Trustees, TPA’s & Providers.Watch Webcast -
Policy Administration System
Practical Advice for PAS Modernization from Project Veterans
Watch this webinar to find out what our expert panel of project veterans reveals about why projects are often less successful than anticipated‒and how to avoid that fate in future.Watch Webcast -
Policy Administration System
Top Insurance Priorities for 2024 from 100+ Carrier Execs
Join this year’s expert speakers in order to find out what challenges your peers are facing and how they are solving them.Watch Webcast -
Policy Administration System
Deliver value fast - How to leverage BI, Data & Sales Enablement Tools
In this webinar, our expert panel explores new solutions to speed policy submission and approval, accelerate product innovation and enhance agent and customer experience. Find out which implementations should be prioritized to create the most value right away.Watch Webcast -
Policy Administration System
How APAC Banks and Insurers can Leverage data, the cloud and APIs to drive ROI
Join this webinar and see what our expert panel reveals about getting the most value from your cloud transition, how to implement API connected sales enablement solutions and how to harness previously siloed data for impactful BI and analytics use cases.Watch Webcast -
Policy Administration System
People-centric Digital Transformation: Create Superior Agent & Consumer Experiences
Join this session to find out what our expert panel reveals about the strategies, processes, use cases and technologies that are bridging the CX gap.Watch Webcast -
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 -
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
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 -
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
