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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 -
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
Elevate for Distributors: A Learning and Networking Event to Empower Business Growth
Held on April 19th at the Fairmont Hotel in Quebec City, Elevate for Distributors provided an unparalleled platform for leaders to share insight and explore strategies on how to enhance life insurance distribution.Read Article -
Future of Insurance
Customer Interview: Geri Panagopoulos from Bank of Montreal
Equisoft interviewed Geri Panagopoulos, Manager of Insurance Services at Bank of Montreal to get her insights on Elevate – our annual customer appreciation event.Watch Interview -
Mutual Fund Fact Sheets
Portfolio Strategies Corporation Chooses Equisoft to Fulfill New Know-Your-Product Regulatory Requirements
Fund Compare Module of Equisoft/analyze Helps Wealth Professionals and their Firms Comply with Regulatory Requirements in CanadaRead Press Release -
Quotes & Illustrations
How a $25-Billion Carrier Leveraged Next-Gen Insurance Illustration Software to Become a Market Leader
What opportunities might be created if insurers stopped treating their illustration software as a commoditized tool? Find out how one carrier leveraged next gen illustration capabilities to a gain a strategic advantage over their competitors.Read Article -
Quotes & Illustrations
Turning Illustrations from Table Stakes into a Competitive Advantage
This case study reveals how one carrier implemented Equisoft/illustrate as part of a successful strategy to gain a competitive edge.Read Case Study -
Asset Allocation and Wealth Analysis
How Financial Advisors Can Leverage New Technology to Exceed Today's Heightened Customer Expectations
Why advisors feel the need to continually evolve in order to meet their customers' heightened expectations.Read Article
