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.
Equisoft
IT Services and IT Consulting
Montréal, Québec 33,867 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
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https://www.equisoft.com
External link for Equisoft
- 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
Employees at Equisoft
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Howard Finnegan
Equisoft UK provides innovative solutions to the Life, Pensions, Investment and Wealth Management sectors
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Sophia Bennaceur, MBA
Executive Leader | Finance, Operations & Information Technology | Strategic Planning | Risk Governance | Business Restructuring & Transformation |…
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Olivier Lafontaine
Visionary Chief Product Officer @ Equisoft | Engineering, Product Strategy
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Bruno Leduc
Updates
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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/Q02PKb6v0 ------------------------------------------------------------------------- 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/Q02PK5Nt0
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Join us at LIMRA Annual Conference for an exclusive session revealing key insights from our data readiness for AI research in collaboration with LIMRA and Universal Conversion Technologies. Through the lens of our Data Readiness for AI maturity model, we'll provide actionable insights to empower your organization's AI journey and help you stay ahead in the dynamic landscape of AI implementation. This year’s conference theme, "Innovate With Purpose," focuses on leveraging cutting-edge technologies and developing strategic approaches to enhance customer experiences and drive business success. Our session aligns with this theme, offering practical steps to advance your data readiness and maximize your AI capabilities. https://hubs.li/Q02LL-190
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Are our algorithms representing the underrepresented? This was one of the most profound questions asked at this year’s InsureTech Connect Conference. Why? 🔺Life insurance plays a central role in households’ financial security – and this is a big responsibility that carriers must own. 🔺Accepting diversity and mitigating any type of bias starts with the insurer and will benefit the insurer. 🔺Accurate data is key to uncovering true customer expectations and delivering a superior customer experience. Check out this article for more insight on data opportunities that insurers can leverage to enhance their product offering and customer experience. https://hubs.li/Q02N_4TJ0 #lifeinsurance #customerexperience #datamigration
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The way to improve people’s lives? Technology. And Jean Olive and John Hancock are making efforts to innovate to lengthen our lives, making them healthier and better. Yesterday, a new episode of #LifeAcceleratedPodcast launched where Jean Olive from John Hancock and host Anthony R. O'Donnell discussed the importance of data governance, the critical role of AI in underwriting and sales , and the shift from resolving infrastructure challenges to embracing a comprehensive digital strategy for real transformation. Listen to the full episode here: https://hubs.li/Q02PH8Qh0 #DigitalTransformation #AIInnovation #CustomerExperience #VitalityInsurance
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Welcome to the Equisoft Life Accelerated Podcast Newsletter! Each month, we bring you key takeaways and insights from our latest podcast episodes. This month, we delve into John Hancock’s journey through digital transformation. This episode highlights John Hancock’s mission to support health span improvement and enable at-home care, leveraging technology for personalized healthcare solutions and the strides made in cloud migration.
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We are excited to announce that Assuria Verzekeringen, Suriname’s largest insurance company, has selected our comprehensive suite of solutions, including Equisoft/manage, Equisoft/illustrate, and Equisoft/apply, to power their digital transformation journey. By implementing our modern, cloud-based solutions, Assuria will streamline their operations, enhance customer experiences, and stay ahead of the curve. Read the full press release: https://hubs.ly/Q02PjJMf0 #policyadministrationsystem #digitaltransformation #newclientwin
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Imagine sifting through 30,000 funds and ETFs manually. It's a daunting task, to say the least. That's where technology steps in, streamlining the process and allowing advisors to focus on what truly matters: serving their clients. Tools that automate KYP provide a structured approach, simplifying compliance requirements with just a few clicks. In our webcast on “KYP in Action: Success Stories from the Front Lines”, Jason Bobee discusses how automating KYP compliance can create value for both advisors and clients. Click here to watch the full recording: https://hubs.li/Q02N_gB50
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Advisors are paid to give advice, yet biases are inherent in everyone. However, the stakes are high when clients are entrusting advisors with their hard-earned money. In response to heightened expectations from clients, regulators, and even within the advisory community itself, there's a growing demand for transparency in investment decisions. In a recent webinar segment, Jason Bobee, VP Business Development at Portfolio Strategies Corporation, sheds light on the pivotal role of technology and streamlined processes in showcasing research efforts effectively. With a vast array of investment options available, narrowing down choices to a select few requires efficient tools and systems. Click here to watch the full recording: https://hubs.li/Q02NdNWF0
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“We've moved over 80% of all our applications to the cloud. Right? So that gives us much more flexibility and reliability in our infrastructure.” - Jean Olive, CIO at John Hancock. In one week, a new episode of #LifeAccelerated Podcast airs featuring Jean Olive, CIO at John Hancock. In this episode, you’ll learn about: 🔺The role of AI in enhancing underwriting processes and the overall customer experience through advanced data handling and technology. 🔺Jean Olive’s insights on the necessity of strong data governance, including the implementation of a data lake. 🔺John Hancock's shift from infrastructure challenges to a digital strategy aimed at health span improvement and personalized care at home. 🔺How the company is cultivating a culture of learning and innovation to attract, retain, and develop talent amidst a multi-generational workforce. This episode is a must-listen. Subscribe now! https://hubs.li/Q02NJFT20 #DigitalTransformation #AIInnovation #CustomerExperience #VitalityInsurance