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Advisor Productivity
Equisoft joins forces with Kronos Technologies, a leader in CRM and FNA products for the financial industry
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce the acquisition of Kronos Technologies, a frontrunner in the development of web and mobile applications for the investment and insurance sectors.Read Press Release -
Agency Management System
Equisoft Acquires AGEman Solutions Enhancing Its Suite Of Integrated Solutions For The Canadian Life Insurance Industry
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries has acquired AGEman Solutions.Read Press Release -
Advisor Productivity
Equisoft acquires Grendel, advancing its growth strategy in the United States
Equisoft is pleased to announce the acquisition of Grendel, a privately-owned US-based company offering an industry leading customer relationship management system (CRM) purpose-built for the wealth management industry.Read Press Release -
Agency Management System
Canadian MGA AgenZ Group moves forward on their modernization path with Equisoft/centralize
Equisoft is pleased to announce that Financière S_entiel has gone live with its agency management system, Equisoft/centralize.Read Press Release -
Agency Management System
A Distributor’s Radical Digital Transformation to Completely Automated Processing
This case study examines the how implementing a modern agency management system revolutionized one top distributor’s operations.Read Case Study -
Agency Management System
See what Equisoft/centralize can do for you
See how Equisoft/centralize is modernizing distribution for MGA's / BGA's.Watch Video -
Agency Management System
3 Ways Modern Agency Management Systems Solve Bank and National Accounts’ Biggest Life Insurance Challenges
Unlocking the full potential for insurance within the Bank or National Account structure requires the implementation of a modern agency management system, comprehensive and flexible enough to address the varied data and commission challenges.Read Article -
Agency Management System
How Disruptive Change can Bring Positive Transformation
In order to thrive during and after the digital transformation, MGAs will need to start the process of redefining the way they bring value to their clients, the advisors.Read Article -
Wholesaler Productivity
What All Asset Managers Need to Know About the New Customer Experience Landscape
Changes in the wealth management industry are redefining customer expectations and putting pressure on Asset Managers to radically rethink their approach to the entire client journey. But many organizations are struggling to transform their digital customer experiences.Read Article -
Asset Allocation and Wealth Analysis
Streamlining The Data Flow Between Distributors and All Industry Stakeholders
Get the key takeaways from the 2019 Canada Sales Congress, including: how to leverage technology to gain efficiencies, and streamlining the data flow between carriers, distributors, advisors and clients.Read Article -
eApplications & eSignatures
The Digital Future Of Distribution – P.S. It's Happening Now
Transformation timelines are getting pushed up. Join our round table discussion with top North American executives from NAILBA, CAILBA and CLIEDIS to find out how distributors are moving past crisis mode to create a road map through unprecedented change.Watch Webinar -
Wholesaler Productivity
Pandemic Disruption & Beyond: A New Vision For The Fund Wholesaler Role
Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market uncertainty and pandemic pressures are accelerating the need for all wholesalers to redefine their role.Watch Webinar -
eApplications & eSignatures
Lessons Learned From The COVID-19 Crisis & Its Impact On The Future Of Fraternals
Join Equisoft and GCU to learn how Fraternals and their members can thrive in the new normal. In uncertain times, their role is even more critical. But disaster recovery, physical distancing, and legacy system challenges make executing the Fraternal charter difficult.Watch Webinar -
Financial Needs Analysis
Advisors Can Now Help Clients Benchmark Their Financial Well-being Against Their Peer Group
A benchmarking tool allows companies to leverage millions of digital records to help consumers better understand their financial health.Read Article -
Agency Management System
What Every Insurance Distributor Needs to Know About Agency Management Systems
Learn about what's happening in the independent insurance channel and how Agency Management Systems are benefiting MGAs and advisors.Read Article -
Agency Management System
Transitioning to a digital agency value proposition to overcome disruption
Check out Olivier LaFontaine's key takeaways from InsureTech Connect 2019, including: the changing agency value proposition.Read Article -
Asset Allocation and Wealth Analysis
Taking A Customer-Centric Approach in Financial Services
The changing role of wholesalers and the need for a customer-centric approach in financial services.Read Article -
Asset Allocation and Wealth Analysis
CRM2 and its impact on the Canadian retail investment industry
A series of new rules rolled out in three stages beginning in 2014 and continuing through until 2016 will shine a new light on fees and performance, ultimately shaking up the financial advisor's role.Read eBook
