Aegon UK has made targeted changes to the way money is transferred onto its Aegon Retirement Choices (ARC) platform, ...
Equisoft and Continuum Launch Integration to Bring AI Meeting Intelligence to Equisoft/connect Users
Meeting notes from every advisor-client conversation are pushed automatically into the corresponding Equisoft/connect record. This works across Zoom, Microsoft Teams, Google Meet, desktop softphones, ...
A standards-based, federated approach has been proposed to tackle the challenge of small pension pots in a white paper ...
The implementation of Equisoft/manage policy admin system consolidates ClearView's in-force portfolios onto a single modern platform, eliminating legacy system complexity and positioning the insurer ...
The MarketWatch News Department was not involved in the creation of this content. The Equisoft/manage Policy Administration System achieved Celent's highest "Luminary" recognition for excelling in ...
The Equisoft/manage Policy Administration System achieved Celent's highest "Luminary" recognition for excelling in both capabilities and market leadership, making it a strong choice for individual and ...
Misconception may be half the battle when it comes to getting more of the insurance industry to embrace AI, according to Brian Carey, VP of Insurance Solutions Engineering and digital solutions ...
New Equisoft/amplify suite combines advanced analytics, insurance-specific AI agents, and human-in-the-loop workflows to accelerate product innovation and enhance operational excellence for any policy ...
Canadian tech vendor Equisoft, which has strong presence in Latin America, has acquired Atlanta-based VisCalc in a move to enhance its agent-focused offerings. Founded in 2017, VisCalc provides ...
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