Filter by:
-
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 -
Corporate News
Equisoft acquires CompuOffice Software, Inc., adding life insurance analysis and research capabilities to its advisor platform
The acquisition enables Equisoft to create even more value for advisors by offering an integrated advisor solution, from CRM to financial planning, research and proposal tools.Read Press Release -
Future of Insurance
Life insurance technology leaders kick off ITC week at Equisoft’s Elevate, a gathering to spark innovation and ignite growth
Former head of Disney University headlined Elevate, inspiring life insurance audience to unlock creativity and accelerate digital transformationRead Press Release -
Corporate News
Equisoft Welcomes Industry Veteran David Shively as New COO
As the new Chief Operating Officer, David Shively will draw on his extensive industry experience to support the scaling of Equisoft’s leadership position in financial services.Read Press Release -
Corporate News
Equisoft appoints new Chairman of the Board: Emilio B. Imbriglio, President & CEO of Raymond Chabot Grant Thornton
The appointment strengthens Equisoft’s corporate governance and leadership as it accelerates its international expansion and growth.Read Press Release -
Corporate News
Equisoft Ranks Among Canada’s Top Growing Companies
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is proud to announce being featured in the Globe and Mail’s 2021 Report on Business ranking of Canada’s Top Growing Companies.Read Press Release -
Corporate News
Equisoft's Global Expansion & Acquisition of Altus
In this LinkedIn Live session, Equisoft's CEO (Luis Romero) and Altus Ltd' Managing Director (Kevin Okell) discuss how the acquisition of Altus provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market.Watch Video -
Corporate News
Equisoft continues global expansion with U.K. acquisition of investment and pension management solutions provider Altus
The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market.Read Press Release -
Corporate News
Equisoft hires new CFO to help accelerate its global expansion efforts
Brian Cosgrove will help drive the company’s growth strategy while enhancing its financial effectiveness.Read Press Release -
Corporate News
Equisoft’s Accelerate Series provides life insurance and investment executives with the means to innovate and grow
Bringing together the largest pool of top industry leaders, experts, analysts and association execs, Equisoft’s webinar series delivers your roadmaps for digital growth!Read Press Release -
Policy Administration System
How To Uncover Policy Administration System Vendor Credibility
We’ve compiled 12 specific, smart questions that leaders ask during the vendor selection process to get beyond a company’s assertions and unearth the truth about their policy admin system capabilitiesRead Article -
Data Migration
Legacy system challenges and data migration solutions
Equisoft's CEO, Luis Romero discusses the legacy policy admin system challenges facing life insurance and annuity companies.Read Article -
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 -
Corporate News
Equisoft Fuels Its Global Expansion Strategy With New Senior Appointments
Equisoft is pleased to officially announce the appointment of François Levasseur as Vice President, Global Alliances & Acquisitions, while Florence Sabbah is now entrusted with heading all Canadian activities as Vice President, Canada.Read Press Release -
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 -
Corporate News
Global Financial Technology Provider Equisoft Appoints Ruben Veerasamy as Head of the Caribbean Region
Equisoft today officially announced the appointment of Ruben Veerasamy as Senior Vice President, Caribbean.Read Press Release -
Corporate News
Equisoft acquires Grendel, advancing its growth strategy in the United States
Equisoft is pleased to announce the acquisition of Grendel, a privately-owned US-based company offering an industry leading customer relationship management system (CRM) purpose-built for the wealth management industry.Read Press Release -
Corporate News
Equisoft Takes Home Industry Service Provider of the Year Award
Equisoft proudly announced that it received the Radius Financial Education Award for Industry Service Provider of the Year, presented at the 2019 Wealth Professional Awards event in Toronto.Read Press Release
