Equisoft

Equisoft

IT Services and IT Consulting

Montréal, Québec 33,714 followers

A global provider of insurance and investment software solutions.

About us

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and more than 700 experts based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information about our products and services, please visit our website.

Website
https://www.equisoft.com
Industry
IT Services and IT Consulting
Company size
501-1,000 employees
Headquarters
Montréal, Québec
Type
Privately Held
Founded
1994
Specialties
Data Conversion and migration, AdminServer, Asset Allocation, CRM, Financial Needs Analysis, Oracle Insurance Policy Administration, Electronic Application, Insurance Illustrations, Wealth Management, insurance solutions, insurance software, policy administration system, and agency management system

Locations

  • Primary

    1250 Boulevard René-Lévesque Blvd. W

    32nd Floor

    Montréal, Québec H3B 4W8, CA

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  • 1701 W. Northwest Hwy

    Grapevine, Texas 76051, US

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  • One Commerce Square 2005 Market Street

    STE 1100

    Philadelphia, Pennsylvania 19103, US

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  • Convention Tower, Cnr. Walter Sisulu Ave and Heerengracht St

    1st floor, Suite 216

    Foreshore, Cape Town 8001, ZA

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  • 9th Floor, Las Artes Building

    Cerro El Plomo 5630

    Las Condes, Santiago, CL

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  • Hitech City, Level 2, Oval Building iLabs Centre

    Plot No. 18

    Madhapur, Hyderabad, Telangana 500081, IN

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  • 88 Phillip St

    Level 25, Aurora Place

    Sydney, New South Wales 2000, AU

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  • 11-13 Victoria Avenue

    2nd Floor

    Port of Spain, TT

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Employees at Equisoft

Updates

  • View organization page for Equisoft, graphic

    33,714 followers

    Curious about how TruStage took control of their Oracle Insurance Policy Administration (OIPA) system? We partnered with them to implement Equisoft/design Integrated Development Environment (IDE.), enabling independent configuration and release management. Download the case study to learn how this solution has set the benchmark for autonomy in digital transformation within the life insurance industry: https://hubs.li/Q02GyKm20 Key benefits include: 🔺Innovation Autonomy: They now modify OIPA, enhance systems, and launch new products independently. 🔺Operational Control: Internal release management reduces dependence on external vendors. 🔺Efficiency Boost: Advanced workflows ensure quicker deployments and superior quality.

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  • View organization page for Equisoft, graphic

    33,714 followers

    Data migration projects associated with legacy system modernization and consolidation of core systems, may happen once or twice in a generation. So very few IT staff have experience with successfully navigating a migration project. This means that even though requirements and expectations are set at the outset, many requirements are also discovered mid-project, and these new requirements impact the design and implementation. Check out our Data Migration and Transformation Hub for everything you need to know about completing a successful data migration project. https://hubs.li/Q02MNfcY0 #DataMigration #DataTransformation #LifeInsurance #KnowledgeHub

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  • View organization page for Equisoft, graphic

    33,714 followers

    In this segment from our webinar on "KYP in Action: Success Stories from the Front Lines”, we explored the critical role of technology in enhancing advisor-client interactions and ensuring robust Know Your Product (KYP) compliance.. 🔺 Automating KYP processes is essential for both advisors and dealers to meet compliance requirements efficiently. 🔺 Without automation, staying abreast of material changes becomes cumbersome, especially at the dealer level. 🔺 Advisors, if not equipped with automated tools, must streamline their product selection process. 🔺 However, for those seeking an expanded shelf and more efficient research, investing in specialized tools is crucial. By investing in technology and utilizing specialized tools, advisors can elevate their interactions with clients, ensuring KYP compliance while delivering exceptional value. Click here to watch the full recording: https://hubs.li/Q02K5s6H0

  • View organization page for Equisoft, graphic

    33,714 followers

    Nous sommes une équipe dynamique et en pleine croissance. Equisoft a besoin de votre talent ! Si vous êtes prêt à relever un nouveau défi, consultez nos offres d'emploi ici : https://hubs.li/Q02Mq0X-0 ------------------------------------------------------------------------- Equisoft's growing and dynamic team needs your talent! If you're ready for your next exciting challenge, check out our current openings here: https://hubs.li/Q02MpWPd0

  • View organization page for Equisoft, graphic

    33,714 followers

    Selecting the best software provider for Know Your Product (KYP) technology is a critical decision that can impact your firm's compliance and operational efficiency. Here's why long-term growth and adaptability should be top priorities, according to Lucilla Nardi, VP Financial Services Sales Support & Chief Distribution Officer CFIS at The Co-operators. 🔺 Future-proof solutions: Look for a software provider that offers solutions designed to evolve alongside regulatory changes. You want a tool that will continue to meet your needs as legislation progresses, without requiring frequent switches or updates. 🔺 Stability and reliability: Switching tools can disrupt workflows and require additional training. Choose a provider with a track record of stability and reliability, ensuring a seamless transition and minimal disruption to your operations. 🔺 Long-term partnership: Establishing a long-term relationship with your provider fosters trust and ensures ongoing support. Seek a partner who is committed to your success and willing to adapt their offerings to meet your evolving needs. Watch the full webcast on "KYP in Action: Success Stories from the Front Lines.” https://hubs.li/Q02K57v60

  • View organization page for Equisoft, graphic

    33,714 followers

    Innovation culture starts with being really clear on what customer problem you're solving. Niki Manby, Chief Strategy & Innovation Officer at Mutual of Omaha says, “It sounds simple, but a lot of companies don’t focus on this.” What do they focus on? The company problem. In this episode of Life Accelerated, host Anthony O’Donnell is joined by Niki Manby to discuss the difference between focusing on the customer problem and the company problem. Listen here: https://hubs.li/Q02LLNF80

  • View organization page for Equisoft, graphic

    33,714 followers

    In an era where the continued digitization of our business is crucial, exploring innovative technologies like Artificial Intelligence (AI) is essential to meeting customer expectations and needs. For this reason, we’re excited to sponsor the LIMRA Annual Conference. This year’s theme, "Innovate With Purpose," highlights the importance of investing in cutting-edge technologies and crafting creative strategies to enhance customer experiences, boost operational efficiency, and drive overall business success. Join us on September 15th and 16th for our exclusive speaking sessions where we'll be sharing groundbreaking insights from our collaboration with LIMRA and Universal Conversion Technologies on optimizing data readiness for AI. Discover how to leverage your data to transform your technology integration strategy and stay ahead of the curve. https://hubs.li/Q02LLQzT0

  • View organization page for Equisoft, graphic

    33,714 followers

    Data is a crucial driving force behind decision-making. But have you ever wondered about the data that gets discarded? It's time to consider the WHY behind the data we leave behind. Was it really unnecessary, or was it just deemed so by someone's perception? By taking a closer look at these questions and addressing data biases head-on, insurers can pave the way for a more equitable and customer-centric environment. Check out this Data Migration and Transformation Hub for everything you need to know about the future of data in the life insurance industry! https://hubs.li/Q02K50Zt0 #DataMigration #DataTransformation #LifeInsurance #KnowledgeHub

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  • View organization page for Equisoft, graphic

    33,714 followers

    Voici Rhodri Wyatt, un développeur d'Equisoft basé au Royaume-Uni ! Le parcours de Rhodri chez Equisoft a commencé par un stage pendant ses études universitaires. Avoir la chance de participer à des projets concrets et collaborer avec des développeurs compétents ont éveillé sa passion pour le développement de logiciels. Après avoir obtenu son diplôme, il est revenu chez Equisoft en tant que développeur à temps plein pour continuer à apprendre auprès de collègues talentueux et contribuer à des projets stimulants. #HumaindEquisoft #Culturedéquipe #Employéàlaffiche ------------------------------------------------------------------------- Meet Rhodri Wyatt, an Equisoft developer based in the UK! Rhodr`s journey at Equisoft began as an intern during his university studies. The exposure to real-world projects and collaboration with skilled developers ignited his passion for software development. After graduating, he returned to Equisoft as a full-time developer for the opportunity to continue to learn from talented colleagues and contribute to challenging projects. #HumansofEquisoft #TeamCulture #Employeespotlight

  • View organization page for Equisoft, graphic

    33,714 followers

    Innovating in insurance isn't just about testing new ideas—it's about strategically aligning those innovations with corporate goals. Because Insurance is a fast-evolving industry, we have to bridge the gap between experimentation and strategy to truly drive impactful change. Niki Manby, Chief Strategy & Innovation Officer at Mutual of Omaha, joins Anthony O’Donnell on Life Accelerated to explore the unique challenges of the insurance sector, the impact of agile methodologies, and the potential of emerging technologies such as AI to revolutionize the industry. Listen here: https://hubs.li/Q02Lqrvt0

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Funding

Equisoft 3 total rounds

Last Round

Private equity

US$ 125.0M

See more info on crunchbase