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Equisoft/connect is a CRM for financial advisors designed to help them maintain data, automate compliance, and run analysis, allowing them to focus onβ¦
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Equisoft, a leading brand in the insurance and investment industry, offers a range of innovative products and services to meet the evolving needs of customers. With a strong focus on digital transformation, Equisoft leverages data and AI to provide customer-centric solutions. Their product lineup includes a comprehensive suite for life, annuities, and pensions, as well as personal and commercial group benefits and health offerings.
Equisoft also offers asset management solutions and acts as a distributor for BGA or MGA, bank or national account, and broker-dealer channels. Equisoft's services encompass policy administration systems, agency management systems, quotes and illustrations, CRM solutions, product positioning and analytics, eApplications and eSignatures, financial planning, and asset allocation. The brand also specializes in OIPA integration, data migration and conversion, IFRS 17 compliance, and provides confidential technical advice to address pain points in project implementation.
With Equisoft's powerful system and expertise, you can navigate your PAS modernization journey with confidence and efficiency. Contact them today and embark on your path to success
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