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Asset Allocation and Wealth Analysis
Transforming Investment Management: The Rise and Risks of Model Portfolio Services
This report explores this growing trend, revealing both the potential and pitfalls of MPS as advisers seek cost-effective and efficient investment solutions.View Research -
Policy Administration System
Life Insurance Executive Research: Understanding Insurance Distribution & Automation in Africa
Equisoft collaborated with Cenfri and over 30 insurance associations to investigate the challenges in insurance distribution across Africa and find impactful solutions.View Research -
Policy Administration System
Celent’s Deal Trends Report: The evolution of new Policy Administration Systems in LATAM
This report offers a comprehensive view of the installed base of policy administration systems from 2019 to 2023, providing valuable data on industry evolution and trends during this period.View Research -
Data Migration
Getting Value from Data: An Insurer’s Perspective
This research will help insurers to plan, prioritize and make investment decisions about how to unlock the strategic value of their data — and create new, potentially transformative growth, process optimization, and customer experience improvement opportunities.View Research -
Agency Management System
Improving the Agent Journey: Technology Capabilities to Improve Agent Experiences at Life Insurers
New business submission in the independent insurance channel is often a frustrating process for all stakeholders. We commissioned this insurer CIO study to better understand the reasons why the process can take so long and what carriers are doing to address the issue.View Research -
Policy Administration System
Rallying Stakeholders Around Back-Office Modernization - In Light Of A Challenging ROI
This exclusive study conducted by Celent and underwritten by Equisoft, explores how 11 life insurance carriers reached the decision to proceed with their PAS modernization projects.View Research -
Policy Administration System
Transformational Journeys: Implementing Modern Core Systems At Life Insurers
In a new research report, Novarica presents findings on the key drivers for PAS modernization at mid-to-large-size US life insurers.View Research
