Equisoft provides digital transformation products and services for the insurance and investment industries. The company creates solutions aimed at solving complex problems in these sectors.

Equisoft

SoyFocus offers investment services, focusing on mutual funds and personalized investment opportunities. The services are accessible to both experienced and novice investors.

SoyFocus

Equisoft for Advisors

Altus Consulting

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.


Export Development Canada

Fondaction

Government Of Quebec

Investissement Quebec

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.

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

Joignez-vous à nous pour souhaiter la bienvenue à nos nouvelles recrues en leur laissant un message dans la section des commentaires ci-dessous ! 🎉  

Nous sommes ravis qu'ils/elles fassent partie de notre équipe! Bienvenue dans la famille!

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Join us in welcoming our new hires by leaving a message in the comment section below! 🎉  

We're excited to have them on board and be part of our global team. Welcome to the family!

Are you ready for AI? Is your data prepped for your digital transformation journey? 
  
Register for our webinar where our expert panel will provide a sneak peek into the latest LIMRA research on Global Data Readiness.  

https://lnkd.in/e_r-4Xgs 
 
During the webinar, discover: 

🔺 The 6 core dimensions of data readiness you should invest in  
🔺 Where your company falls along the data maturity spectrum 
🔺 How you compare to your peers 
🔺 Practical steps you can take to move up the data readiness continuum to further take advantage of AI 

Speakers include: 

🔺 Kartik Sakthivel, Ph.D., Vice President & Chief Information Officer, LIMRA 
🔺 Mike Allee, FLMI, PMP, President, UCT 
🔺 Megan Kuczynski, President, Insurtech Insights USA 

Register now: https://lnkd.in/e_r-4Xgs
 
 #AI #DataReadiness #InsuranceIndustry #DigitalTransformation #Insurtech

We’re looking forward to attending the LIMRA Annual conference! 

Join us for our sessions where we’ll be revealing key insights from our research with LIMRA and Universal Conversion Technologies on data readiness for AI.  

Don’t miss this opportunity to learn about: 

🔺The 6 core dimensions of data readiness essential for investment 
🔺Where your company stands on the data maturity spectrum 
🔺How you compare to your peers in data readiness 
🔺Practical steps to advance along the data readiness continuum and maximize your AI capabilities 

https://hubs.li/Q02LM1ZF0

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 Mutual of Omaha’s journey through digital transformation. We explore the distinct challenges faced by the insurance sector, the influence of agile methodologies, and the potential of emerging technologies like AI in reshaping the industry. 

In this episode of the Life Accelerated Podcast, we are joined by Niki Manby, Chief Strategy and Innovation Officer at Mutual of Omaha. Niki shares her extensive experience in financial services and fintech, showcasing how she's driving change and ensuring the company remains competitive and customer-focused.

Metric
Company Name	Equisoft	SoyFocus
Symbol
MSH ID	COM:EQUISOFT	COM:SOYFOCUS
Market	PRIVATE	PRIVATE
Sector	Technology	Financial Services & Finance
Industry	Financial Technology	Investment Management
Country	US	CL
Stage
Employee Count	854
Website	equisoft.com	soyfocus.com
LinkedIn	equisoft
Founders

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Monthly Web Traffic	27.62K
Web Traffic Growth	-0.19
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EQUI

COM:EQUISOFT

Equisoft

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