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Policy Administration System
How APAC Banks and Insurers can Leverage data, the cloud and APIs to drive ROI
Join this webinar and see what our expert panel reveals about getting the most value from your cloud transition, how to implement API connected sales enablement solutions and how to harness previously siloed data for impactful BI and analytics use cases.Watch Webcast -
Corporate News
Equisoft response to DWP’s Policy Proposal – Tuesday 5 September 2023
Equisoft response to DWP’s Policy Proposal – Tuesday 5 September 2023Read Press Release -
Policy Administration System
People-centric Digital Transformation: Create Superior Agent & Consumer Experiences
Join this session to find out what our expert panel reveals about the strategies, processes, use cases and technologies that are bridging the CX gap.Watch Webcast -
Corporate News
Buck Becomes First Equisoft Client to Finalise Testing for Pensions Dashboard
Buck becomes first Equisoft client to finalise testing for Pensions DashboardRead Press Release -
Data Migration
Maximizing Value in Life Insurance Digital Transformation Projects
In order to realize the planned-for value of all digital transformation projects insurers need to adopt some bedrock principles that will increase the effectiveness of all future initiatives.Read Article -
Corporate News
Leading Analyst Firm, Celent, Recognizes Equisoft as One of the Best Policy Administration Solutions
In its 2023 Policy Administration Systems: LATAM Life Insurance Edition report, Celent ranks Equisoft/manage, a SaaS policy administration system, in the Luminary category for its advanced technology and functionality.Read Press Release -
Pensions
First Half of 2023 Review of UK Investment Transfer Market
Find out what happened in the UK Investment Transfer market in the first half of 2023Read Article -
Corporate News
Equisoft Strengthens Leadership Team with the Appointment of Sophia Bennaceur as New Board Member
Bennaceur from Morgan Stanley Montreal will play a crucial role in enhancing operational efficiency as Equisoft's global expansion continues.Read Press Release -
Pensions
ViaNova/TeX - Automating Corporate Pension Transfers
In this session our expert panel will examine how the ViaNova Working Group and TeX worked together to develop those standards to support electronic pension transfers, resulting in significant reductions in the time and cost to process DC and DB transfers.Watch Webcast -
Corporate News
PensionBee adopts ViaNova transfer standards for pension consolidation with Equisoft’s back-office system
The use of open standards and Equisoft/transfer solution allows PensionBee to deliver transfers in minutesRead Press Release -
Future of Insurance
Equisoft Customer Testimonial: ClearView Wealth Limited
Equisoft interviewed Nadine Gooderick, Group Executive – Technology & Development, and Hicham Mourad, GM Information Technology at ClearView Wealth Limited, to gain insights on their digital transformation journey.Watch Interview -
Future of Insurance
Equisoft Digital Acceleration Insights: Liborio Pizzuco
Equisoft interviewed Liborio Pizzuco, Manager of Life Insurance Services at Boulos Financial Group inc. to get his insights on the role of digitalization and data in the future of the life insurance industry.Watch Interview -
Future of Insurance
Equisoft Digital Acceleration Insights: Byren Innes from Jennings Consulting Ltd
Equisoft interviewed Byren Innes, Managing Director & Executive Consultant at Jennings Consulting Ltd. to get his insights on the role of digitalization in the future of the life insurance industry.Watch Interview -
Pensions
Equisoft Pension Products User Group
This user group was a valuable opportunity for our UK clients to get market insights, company and product updates on Equisoft /trade, Equisoft /transfer, Equisoft /pay, a focus on Pension Fusion, and a progress update on the PDP.Watch Webcast -
Pensions
Equisoft/transfer User Group
This user group was a valuable opportunity to get updates on the electronic transfer market, TeX, ViaNova and the Pay.UK Cash ISA Transfer Service- as well as changes to Equisoft/transfer, formerly known as ATG.Watch Webcast -
Policy Administration System
Transform Your Life Insurance Policy Administration Software with Equisoft/manage
During this session, we demonstrate how Equisoft/manage addresses the escalating challenge of rising cloud costs for carriers. Additionally, we showcase how Equisoft/design can increase agility, speed to market, and quality.Watch Product Webinar -
eApplications
Create Superior CX and Increase Sales with Equisoft/apply v3
In this session, Equisoft will demonstrate how Equisoft/apply v3, a state-of-the-art eApp solution, with modern UI, can easily be configured for both advisor-led and D2C insurance buying journeys.Watch Product Webinar -
Pensions
Pensions Dashboards Programme: What's Next?
This session will be an opportunity to find out from Chris Curry, the Pensions Dashboards Programme Principle, about the current consultation. We’ll explore the different options being considered as part of the consultation and get initial feedback from industry participants.Watch Webcast
