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Robert Chaoui

Equisoft Insider Insights: Strategic Insights for Life Insurance Leaders

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How Financial Advisors Can Leverage New Technology to Exceed Today's Heightened Customer Expectations

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Robert Chaoui

Vice President, Account Management Canada

Robert developed top-level expertise in information technology across the communication and financial services sectors for over 10 years before joining us in 2007. At Equisoft, he led implementations at more than 35 clients around the world in the insurance and wealth sectors. Today, he’s committed to managing the relationship with many clients in Canada. His devotion to aligning products and services with our client’s needs has become indispensable.

  • 20+ years IT experience in communications insurance & investments industries
  • 30+ complex implementations and projects successfully performed
  • Client relationship expert with a roster of more than 35 satisfied clients

A member of the Project Management Institute (PMI), with a bachelor’s degree in computer science (software design) from Notre Dame University, and training at the Canadian Securities Institute, with experience in all phases of software lifecycle, including development, business analysis, and project and product management. Our clients rely on Robert expertise to guide them through all the stages of their projects, from discovery to delivery.