Equisoft

It’s been just over a week since we hosted our annual customer event, Elevate. We were thrilled to welcome our customers from around the world to our headquarters in Montreal, where Equisoft started 30 years ago! It was an exciting opportunity to showcase our latest product innovations, conduct hands-on workshops, and connect directly with our customers. Throughout the two-day event, we highlighted our clients' success stories and demonstrated the impact of our solutions. Thanks to all of our customers and partners for making this an unforgettable event! cc: Luis Romero, Olivier Lafontaine, David Shively, Ruben Veerasamy, Robert Chaoui, Charles Pedneault, Jonathan Georges, José Quiroz, Amanda Biha, Rowena Salvadore, Bruno Leduc, Grace Apea, Zineb Jazouli, Ghassan Karam ASA, ACIA, Mike Allee, FLMI, PMP, Kartik Sakthivel, Ph.D., Mark DePhillips, Thomas Organ. Video by Geneviève Roussel

Rencontrez Dominique Simard, une membre appréciée de l'équipe Equisoft depuis plus de quatre ans. Son dévouement et sa confiance en ses compétences lui ont permis d'obtenir une promotion rapide au poste d'Analyste d’affaires principale en moins de trois ans! Dominique s'épanouit au sein de son équipe dynamique en collaborant avec des clients des Caraïbes. Pour elle, la camaraderie et le soutien mutuel rendent chaque jour enrichissant et motivant. ------------------------------------------------------------------------------------ Meet Dominique Simard, a valued member of the Equisoft team for over four years. Her dedication and confidence in her skills led to her quick promotion to Senior Business Analyst in under three years! Dominique thrives in her dynamic team, collaborating with clients in the Caribbean. For her, camaraderie and mutual support make every day enriching and motivating.

In the life insurance industry, when it comes to displaying or capturing in-force data, data privacy and security are paramount. Find out how digitizing customer data can enhance the customer experience for policy holders in our latest webinar: https://hubs.li/Q02TxKln0 Here’s how insurers can tackle these challenges: 🔺 Robust Security Measures: Implement strong encryption, conduct regular security audits, and enforce strict access controls to protect customer data. 🔺 Compliance with Regulations: Adhere to data privacy laws such as GDPR and CCPA. This means being transparent about data usage, obtaining explicit consent, and ensuring data portability. Establishing a master data management system at the enterprise level is crucial. 🔺 Contextual Data Display: Ensure that the right data is shown to the right person in the right context, respecting privacy regulations and enhancing the customer experience. Data privacy and security are not just regulatory requirements but also essential for building trust with customers. #CustomerExperience #DigitalTransformation #InsuranceTech

Developed in collaboration with LIMRA/LOMA and UCT, our Data Readiness and AI Study provides a comprehensive view of how data and AI are evolving on a global scale. In this webcast, Kartik Sakthivel, Ph.D. and Mike Allee, FLMI, PMP dive into the key findings of this study. They’ll explore: 🔺How the study was conducted 🔺The 6 core dimensions of data readiness 🔺Where your organization stands compared to peers 🔺Practical steps to enhance your data readiness and harness AI effectively Watch the full webcast for a deep dive into these critical insights and strategies: https://hubs.li/Q02WfPw00 #AI #DataMaturity #AIReadiness #DataStrategy

New business applications, as they progress from advisors to distributors to carriers, often involve too many manual steps. The result is: 🔺Delayed issuance times 🔺Client frustration 🔺Challenges for advisors. These inefficiencies create a workflow that is uncertain, time-consuming and frustrating. Learn more about these roadblocks and how to overcome them in our knowledge hub: https://hubs.li/Q02Txg0p0

With Know Your Product (KYP) regulations, advisors now have to conduct thorough due diligence on products before recommending them. This shift empowers advisors but can be challenging, especially for those new to the process. Dealers can help by providing their advisors with KYP software tools. Check out this article about how dealers can better support advisors with KYP tools: https://hubs.li/Q02V-nwK0 #FinancialAdvising #KYP #InvestmentStrategy #FinancialPlanning

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/Q02VG2xt0 ------------------------------------------------------------------------- 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/Q02VG1nt0

The Data Maturity Model is a key tool designed to help organizations assess their readiness to effectively implement AI and other advanced technologies. Developed in collaboration with LIMRA/LOMA and UCT, this model provides a structured approach to understanding your current data capabilities and planning your path forward. Watch our full webcast to explore the Data Maturity Model and gain insights into improving your data readiness and leveraging AI effectively. https://hubs.li/Q02T0gd-0 #AI #DataMaturity #AIReadiness #DataStrategy

¿Qué necesitas saber sobre los sistemas de administración de pólizas de seguros? Los sistemas core de seguros son esenciales para mejorar la eficiencia operativa, pero no todos los sistemas son iguales. En nuestro artículo, analizamos qué considerar al elegir la solución adecuada y cómo estas plataformas pueden impulsar la transformación digital en tu empresa. Descubre más sobre cómo tomar la decisión correcta para tu negocio aquí: https://lnkd.in/enGznSEJ #SistemasCore #TransformaciónDigital #Seguros #EficienciaOperativa