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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 -
Wholesaler Productivity
3 Ways Technology Can Optimize the Wholesaler Role
We look at 3 ways technology can help optimize the life of wholesalers.Read Article -
Asset Allocation and Wealth Analysis
New Entrants Threaten Financial Services Companies
How customer expectations are driving the need for highly personalized service.Read Article -
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 -
Wholesaler Productivity
Fund Wholesalers: 2 Critical Steps to Crank Up your Portfolio Design Game
Top-producing advisors, no longer have any interest in meeting with wholesalers who persist in a product pitch approach to their role.Read Article -
Agency Management System
An Integrated Approach to Adding Value for Advisors
How MGA's can add value to an advisors practice and navigate the changing insurance distribution landscape.Read Article -
Financial Needs Analysis
Taking A Customer-Centric Approach in Financial Services
The changing role of wholesalers and the need for a customer-centric approach in financial services.Read Article -
Agency Management System
What Every Insurance Distributor Needs to Know About Agency Management Systems
Learn about what's happening in the independent insurance channel and how Agency Management Systems are benefiting MGAs and advisors.Read Article -
Policy Administration System
Succeed in the Next Era of Digital Innovation: Core Insurance Software
Equisoft's CEO, Luis Romero, shares his insights on what 25 years of experience has taught us and the next era of innovation in core insurance software.Read Article -
Agency Management System
Transitioning to a digital agency value proposition to overcome disruption
Check out Olivier LaFontaine's key takeaways from InsureTech Connect 2019, including: the changing agency value proposition.Read Article -
Asset Allocation and Wealth Analysis
The Evolving Investment Distribution Landscape
The evolving investment distribution landscape is changing! Here's how technology & AI can help us conserve our most precious resource: time.Read Article -
Future of Insurance
The Shifting Landscape In Insurance: The Challenge of Change
Learn about the shifting landscape in insurance, including: the importance of IFRS 17, marketing to support advisors & machine learning.Read Article -
Wholesaler Productivity
Overcome the Biggest Issues Facing Fund Wholesalers
Investment wholesalers are facing radical role redefinition which creates a need to seek out different ways to attract advisor attention.Read Article -
Policy Administration System
What Every Insurance Leader Should Know About PAS Modernization and Data Migration
Aging policy administration systems are creating a drag on insurers' business processes and hurting their ability to compete.Read Article -
Quotes & Illustrations
Integrated Insurance Quoting and Illustration and e-Application Solutions Drive Superior Client Experiences
Insurance companies that implement digital agent and client tools as part of their modernization journey will increase speed-to-market.Read Article -
Policy Administration System
How to Kick-Start PAS Modernization: Part 1
Starting your PAS modernization journey? We're sharing our learnings from helping 50 of the world's leading financial institutions.Read Article -
Financial Needs Analysis
5 ways advisors can take the stress out of compliance
How advisors can create awesome client experiences by taking the stress out of compliance through an automated process that is efficient.Read Article -
Advisor Productivity
3 Steps to implementing a strategic marketing system for your practice
Three steps financial advisors can take to implement a strategic marketing system which helps build your brand, find great prospects and grow your business.Read Article
