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Asset Allocation and Wealth Analysis
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 -
Advisor Productivity
20 Questions Every Advisor Should Ask During Prospect and Client Meetings
Prospect and client meetings are critical activities for advisors. They are your best chance to build relationship with your clients, develop trust, uncover needs and help them reach their goals.Read Article -
Advisor Productivity
How to move digital advisor and customer tool innovation into the fast lane
Equisoft recently held it's 2019 Client Advisory Board where product experts, top analysts and life insurance company leaders who are at the forefront of digital tool development and implementation met to explore the future of digital agent tools and the industry as a whole.Read Article -
Wholesaler Productivity
See what Equisoft/analyze can do for you
Equisoft/analyze is designed to help fund companies and their wholesaling teams increase sales performance in a variety of ways, most notably by standardizing and automating the positioning of investment products throughout the sales force.Watch Video -
Advisor Productivity
Opportunities for financial advisors
Get the key takeaways from the 2019 Canada Sales Congress, including: how MGA's can add value for advisors, & how a new, hybrid distribution model can help advisors compete with direct-to-consumer offerings.Read Article -
Policy Administration System
Equisoft is Modernizing the Life Insurance Industry
See How We Do it.Watch Video -
Future of Insurance
Life Insurance in 2050 — What Risks Will Humanity Face in the Next 30 Years?
Many insurers are now using predictive models to manage risk. They are leveraging the power of Big Data and Artificial Intelligence to generate business insights, and to identify at earlier and earlier stages the developing risks that will impact their business.Read Article -
Policy Administration System
The desire to create a world-class digital customer experience started GCU on its transformation journey
Like many insurance companies, GCU — a 127-year-old fraternal benefit society located in Beaver, Pennsylvania — had an aging core policy administration system that was hindering its ability to effectively service its members.Read Case Study -
Policy Administration System
How to Kick-Start Policy Administration System Modernization: Part 3
Looking to kick-start your modernization project? See what we've learned about the pitfalls and shortcuts in choosing the best vendor for your project over the course of our 25 years of experience.Read Article -
Policy Administration System
How to Kick-Start Policy Administration System Modernization: Part 2
The RFI/RFP process can be an unexpected landmine for companies preparing to modernize. For many, the desire to gather as much intel about potential solutions and vendors creates an information overload that slows the entire process.Read Article -
Wholesaler Productivity
Taking a Modern Approach to the Mutual Fund Wholesaler Role to Win Advisor Business
The traditional ways a mutual fund wholesaler approached their advisor relationships: networking, marketing, and product presentation aren't dead. But true relationship building requires the wholesaler to add significant value to the advisor's practice.Read Case Study -
Future of Insurance
Beyond The Tipping Point For Digital Transformation in APAC Life Insurance
How are APAC life insurers solving unprecedented challenges to the industry? See what Rana Biswas, Equisoft, Alan Dulin, Oracle, Dr. P. Nandagopal, Insurance Inbox revealed about solutions to core legacy system issues as well as digital agent and customer needs.Watch Webcast -
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 -
Future of Insurance
Taking Charge of Change: 3 Sessions Not to Miss at ITC Global 2020
If you're attending ITC Global 2020 virtual conference, check out all the great sessions but don't miss three exclusive webinars focused on helping you succeed in your digital transformation.Read Article -
Future of Insurance
Analyst Outlook: Challenges Facing Life Insurance
Get insider insights from analysts on challenges facing the life insurance industry, including: the impact of low investment returns, changes resulting from new morbidity and mortality tables and predictive analytics.Watch Video -
Policy Administration System
Analyst Video: Strategic Advice for Life Insurance Leaders
Get insider insights from top industry analysts on strategic insights for life insurance leaders, including: what leaders need to know about the challenges facing the industry and how to effectively meet them.Watch Video
