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Pensions
The Roadmap to Pensions Dashboards Programme Readiness
In this whitepaper, David Poynton, Pensions Dashboards Product Manager at Equisoft and a member of the PDP advisory group, provides an essential guide to help you understand and meet the PDP connection requirements.Read eBook -
Policy Administration System
How to Implement Successful Greenfield PAS Modernization in Life Insurance
The potential to realize rapid ROI has made ‘Greenfield’ PAS modernization the dominant approach to new product development for life insurance carriers engaged in digital transformation.Read eBook -
Policy Administration System
How To Kick Off a PAS Modernization Project, the Right Way: Insights From a Veteran Project Manager
Find out what a veteran project manager is revealing about her experience with why PAS modernization projects succeed or fail. Get practical insights and questions to ask when planning your next project.Read eBook -
Policy Administration System
Critical Resourcing Decisions that Ensure the Success of your PAS Modernization Project
Find out how to resource your project and get real world experiences and unique ideas from veteran project managers, business analysts and solution architects.Read eBook -
Policy Administration System
5 Core Principles of Digital Transformation From 6 Top Life Insurers
Equisoft created the Life Accelerated podcast‒to find out from digital transformation leaders in the life insurance industry’s most progressive companies how they are navigating this critical period.Read eBook -
Policy Administration System
How to Accelerate Innovation in APAC Life Insurance
For insurers in the region accelerating innovation has become more critical than ever when looking to find a competitive edge in the marketplace. But Asian carriers face unique national and regional challenges that can hamper speed of product development.Read eBook -
IFRS17 Compliance
Get Ready for IFRS 17: Implementation, Compliance & Beyond
Implementing IFRS 17 mandates a radical departure from current accounting standards and produces complex operational challenges. The January 2023 compliance deadline seems a long way out, but savvy insurers are acting now.Read eBook -
Policy Administration System
The Reality Behind SaaS Policy Admin Vendor Claims
Read this eBook to see the 12 smart questions you should ask to uncover the truth behind PAS vendor claims.Read eBook -
Financial Needs Analysis
Invasion of the robo-advisor: Is the threat real?
There is clearly an opportunity for traditional dealer and advisor businesses to harness powerful robo-advisor technology solutions to improve efficiency, enrich the customer experience, build new customer bases and grow their businesses.Read eBook -
Advisor Productivity
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 -
Asset Allocation and Wealth Analysis
Blockchain: A disruptive technology with the power to revolutionize financial services
At Equisoft we believe that blockchain technology and its potential implications to the financial services and insurance sectors warrant close attention.Read eBook -
Policy Administration System
Timely Advice Before Starting your Policy Administration Modernization Project
Looking for the best way to upgrade your front-end tools, modernize your core, back-office life insurance policy administration system or migrate your data? Download our eBook!Read eBook -
Advisor Productivity
The Ultimate Advisor Guide to Supercharging your Practice
Tech disruption & heightened client expectations require today's advisors to redefine their approach to creating superior client experiences.Read eBook -
Policy Administration System
What Every Life Insurance Leader Should Know About Enhancing Customer Experience
Ready to create world-class digital customer experience? Download our eBook to learn how to successfully modernize your PAS.Read eBook -
Advisor Productivity
How to Create an Effective Cross-Selling System for Your Practice
Unlock the full potential of your practice by learning the valuable technique of cross-selling in our latest eBook.Read eBook -
Wholesaler Productivity
How to Increase Wholesaler Effectiveness and Add Value to Advisor Practices
Technology, fee transparency, increased competition and increased customer expectations have disrupted the wealth management industry.Read eBook -
Policy Administration System
Top 4 Speed-to-Market Challenges for Life Insurance Executives
In this eBook, you'll see how to most effectively retire legacy back office systems and transform your infrastructure into a modern platform.Read eBook
