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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 -
Future of Insurance
Analyst Predictions: The Evolution of Life Insurance
Watch our video on the future of life insurance to gain valuable insights on the latest trends in the insurance industry in collaboration with top analysts from Novarica and MVP.Watch Video -
Agency Management System
Streamlining The Data Flow Between Distributors and All Industry Stakeholders
Get the key takeaways from the Canada Sales Congress, including: how to leverage technology to gain efficiencies, and streamlining the data flow between carriers, distributors, advisors and clients.Read Article -
Policy Administration System
Equisoft Insider Insights: The Future of Life Insurance
Read our Insider Insights article on the future of life insurance to gain valuable insights on the latest trends in the insurance industry in collaboration with top analysts from Celent, Novarica and MVP Advisory Group.Read Article -
Policy Administration System
Equisoft Insider Insights: Strategic Insights 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.Read Article -
Policy Administration System
PAS Modernization ROI & Beyond – How To Build The Most Compelling Investment Case
Join Equisoft, Celent and Columbian Financial Group in this session to get access to the latest research on how to define clear metrics (both tangible and intangible) to construct the case for your modernization project.Watch Webcast -
Self-Service Portals
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 Webcast -
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 Webcast -
Wholesaler Productivity
Getting Past Uncertainty: How Distributors & Broker-Dealers Can Thrive In The New World
Yesterday's wish list for digital transformation has become today's set of requirements. Join Equisoft and Celent to learn how distributors and broker/dealers can position themselves today to take advantage of the reopening and resurgent growth that will come.Watch Webcast -
Data Migration
Unlocking The Hidden ROI Value In Your Digital Transformation With Data Migration
The often-overlooked aspects of digital transformation are the ones that will most often prevent you from reaching success. Join Celent & data conversion experts from UCT for this insight-packed session as we expose pitfalls and unlock the full ROI on your modernization journey.Watch Webcast -
Policy Administration System
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 Webcast -
eApplications
How Insurance Carriers Are Adapting Their Go-To-Market Strategies Using Digital Advisor & Customer Tools
Over the last few years insurance carriers have considered evolving their approach to insurance distribution. While some have invested in new digital tools, many have been slower to adapt. In today’s new “normal” the question is no longer “should we?”; it’s now “how fast can we?”Watch Webcast
