Equisoft in the News: Trusted Insurance & Wealth Innovation

This page showcases a curated selection of mentions from leading industry media outlets. You'll find articles, interviews, and features that highlight Equisoft's commitment to innovation, efficiency, and customer satisfaction.

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Media Coverage

Tres Décasdas Transformando Y Evolucionando Al Seguro

La transformación digital en el sector asegurador es una realidad y Equisoft es parte importante de su avance.
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Gen AI and IoT: Insurtech predictions for 2025

Digital Insurance contacted insurance professionals to comment on what they see for insurtech in 2025.
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Baisse des ventes : retrouver les 100 000 polices perdues

Moins de Canadiens s’assurent aujourd’hui qu’en 2010. Pourquoi et comment y remédier?
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La technologie, un outil pour augmenter la productivité des conseillers

François Levasseur, vice-président, alliances mondiales et acquisitions d’Equisoft, explique que les fonctions qu’il occupe depuis 2018 lui permettent de se promener un peu partout et de découvrir les nouvelles technologies disponibles ailleurs.
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New and emerging insurance risks to watch in 2025

Digital Insurance reached out to insurance professionals for comments related to new and emerging insurance risks to watch in 2025.
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NGL partners with Equisoft for pre-need life’s digital modernisation

The system will boost NGL's pre-need life business by improving efficiency through advanced automation and integration tools.
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Over 50% of UK Pension Schemes to Use Pension Fusion for Pensions Dashboards Connection

Ahead of the 2025 Pensions Dashboards launch, over 40 organisations have chosen Pension Fusion, developed by ITM and Equisoft, for connection.
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Pension Fusion to be used by at least half of schemes for dashboards

The ISP was developed through a partnership between ITM and Equisoft.
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Data migration and modernization myths debunked

igital transformation is dependent on and driven by modernizing your data.
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Equisoft ajoute une solution de productivité à son CRM

Equisoft a annoncé un partenariat stratégique avec Life Design Analysis (LDA), une assurtech canadienne qui propose une solution de vente et de productivité infonuagique pour les conseillers et les agents généraux.
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Equisoft: how do you manage a global insurance firm in 2024?

LII speaks to the Equisoft CEO. Thirty years on, what has changed and how does the company keep evolving?
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Carriers Need Autonomy on Policy Admin Systems

Life insurance carriers need to be able to quickly and easily make product changes or develop new products, independent of their policy admin system vendor.
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Life insurance policy administration: Five modernization best practices

Findings from a recent Equisoft webinar survey show that life insurance chief information officers are focusing on policy administration system modernization projects.
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Who are the main contenders to buy M&G’s platform?

NMA understands that Seccl, Fidelity and Wealthtime’s private equity backer AnaCap are in the running for the £15bn platform.
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The case for consolidating policy administration systems

An Equisoft survey conducted during an Accelerate webinar revealed that 38.9% of attendees viewed the integration of multiple systems and vendors as the biggest challenge to leveraging data to generate value.
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Australia: CALI launches partnership drive

The Council of Australian Life Insurers (CALI) has achieved a significant development in its Partner Program by securing Equisoft, a provider of digital solutions for the financial sector, as its inaugural corporate partner.
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Are you ready for the shift to a female-led market?

The tide of female wealth is rising in the UK.
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′They thought it wouldn′t happen′: Schemes race to meet pension dashboard deadlines

Dates were released in March and pension bosses have known them since Q4 last year, but scepticism about the project has delayed action and spending.
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Industry must support each other to reach pension dashboard timeline

The DWP has confirmed delivery dates for the pensions dashboard programme.
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Four important considerations to effectively advise women on wealth

Over the next few decades, a significant amount of wealth will change hands, impacting individuals, families and the economy.
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Exclusive: M&G eyes PruFund on more adviser platforms

M&G Life Insurance CEO Clive Bolton told NMA last month the provider wants everybody to be able to access PruFund.
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One Pot Wonders

Nick Meredith, product director for Europe at Equisoft, says the 'pot of life' has many benefits, including simplifying the workplace pensions system,
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Equisoft: Getting dashboards off the ground

Tech firm says ‘large scale testing’ of dashboards system essential to understand request demand
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‘Awful’ platform technology causes MPS headache

Model portfolio experts have spotted a flaw in the system, where old platform technology and manual processes create issues for MPS buyers, as well as the platforms themselves.
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The integration of Equisoft/illustrate streamlines sales processes and accelerates Family Guardian’s digital transformation.

Family Guardian Insurance Company, a provider of life insurance and investment products in The Bahamas, has modernized its front-end tools with Equisoft/illustrate technology.
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Insurtech giant Equisoft lands $125M investment, eyes acquisitions

Equisoft, a large player in the insurance market, particularly life insurance, has raised $125 million in an all-equity investment.
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Trends to watch: Life insurance tech

Digital Insurance reached out to insurance professionals about what to expect with life insurance technology.
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Large language models can elevate the life insurance customer experience

The popularity of large language models has led the insurance industry to take notice of these technologies.
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The Key to Transformation? It’s Not Technology

Insurers can overcome the many challenges of digital transformation by dropping their technology-first mindset and adopting a people-centric one.
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Equisoft continues LifeGuide's partnership with Life Design Analysis

Insurance and wealth management solutions provider Equisoft has partnered with Life Design Analysis (LDA), a cloud-based sales and productivity solution ...
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THE WORLD’S TOP 150 INSURTECH COMPANIES: 2024

The insurance industry is finding itself in the midst of a major digital transformation, known as insurtech. Against the background of this shift, CNBC, together with market research firm Statista, has listed the top 150 insurtech companies globally.
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GNP Seguros chooses Equisoft for digital transformation

With this implementation, GNP Seguros will continue its transformation, thanks to Equisoft, and offer innovative products.
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Equisoft makes an acquisition in Ontario

The Quebec-based IT firm Equisoft announced this week that it has acquired Ontario-based CompuOffice Software. Both companies develop software solutions for the financial sector.
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Fintech adds Montreal life carrier analysis tech to advisor platform

Equisoft has acquired CompuOffice Software to add to tools available on its advisor platform
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Transact adopts electronic Cash Isa transfer service

Transact has become the first intermediary platform to adopt an electronic Cash ISA transfer service. This simplifies the transfer process by enabling seamless information exchanges between Transact, banks and building societies, removing the need for paper-based transfers.
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Life peak body, digital solutions group collaborate

The Council of Australian Life Insurers says financial services digital solutions provider Equisoft has become the first group to join its Partner Program.
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Warnings of platform ‘crunch’ as MPS usage increases

The anticipated growth of MPS may lead to a crunch for the platforms they operate on, as highlighted by Equisoft.
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