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Industry

Insurance

Investments

I am a Product Manufacturer

Life, Annuities and Pensions

Personal and Commercial

Group Benefits and Health

Asset Management

I am a Distributor

BGA or MGA

Bank or National Account

Broker-Dealer

I am an Advisor

Insurance

Wealth
Back Office

Policy Administration System

equisoft/ manage

Agency Management System

equisoft/ centralize

Pension & Investment Systems

Formerly Altus Products

Front Office

Quotes & Illustrations

equisoft/ illustrate

Advisor-Focused CRM

equisoft/ connect

Electronic Applications

equisoft/ apply

Investment Analysis & Sales Enablement

equisoft/ analyze

Financial Planning

equisoft/ plan

Client & Agent Portals

equisoft/ sync
Services

OIPA Integration

Data Migration & Conversion

IFRS 17 Compliance

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Customer Experience

Data Management

Distribution Optimization

PAS Modernization

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Featured Insight

Assessing Data Readiness for AI in the Life Insurance Industry

Artificial Intelligence (AI) may transform life insurance by enhancing CX, & streamlining operations. Still, data readiness remains a significant barrier for many.
Read the Research!
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Insuretech & Fintech Glossary

We've simplified the complex language of insurance and wealth technology. Dive in for clear definitions that'll help you navigate the world of finance with ease.

Jump to

A - B C - D E - F G - H I - J K - L M - N O - P Q - R S - T U - V W - X Y - Z

A

Asset Allocation

Artificial Intelligence (AI)

Application Programming Interface (API)

Advanced Analytics

ACORD Insurance

B

Business Rules Engine (BRE)

C

Customer Engagement Platform

CRM for Financial Advisors

Commission Management

Collective Investment Trusts (CITs)

Cloud Solutions

Claims Management

California Consumer Privacy Act (CCPA)

D

Document Management (DM) & Generation

Digital Transformation

Data Modernization

Data Management

Data Integrity & Integration

Data Governance

Data as a Service (DaaS)

E

Electronic Signatures & Applications (eSignatures & eApps)

F

Fund Fact Sheets

Financial Needs Analysis (FNA)

G

Greenfield Modernization

H

Hyper Personalization

I

Investment Analysis

Internet of Things (IoT)

Insurance Managing General Agent (MGA)

Insurance Illustration and Quoting

Insurance Distribution Model

Insurance Carrier

J

K

Know Your Product (KYP)

Know Your Client (KYC)

L

Life insurance agency management system (AMS)

M

Model Portfolio Services (MPS)

Machine Learning (ML)

N

Natural Language Understanding (NLU)

Natural Language Processing (NLP)

O

Oracle Insurance Policy Administration (OIPA)

P

Preneed & Final Expense Insurance

Portfolio Optimization

Policy Administration System (PAS)

Pension Investment

Pension Fund Administration

Pension Dashboard ISP

Payment Gateways & HMRC Reporting

Q

R

Robotic Process Automation (RPA)

Risk Management

Request for Information/Request for Proposal (RFI/RFP)

Regulatory Compliance

S

Speed to Market

T

Third Party Administrator (TPA)

U

Upselling/Cross-selling

V

W

X

Y

Z