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, ...

Joint integration lets advisors using Equisoft/connect push meeting notes and tasks into their CRM automatically, and ask their CRM questions with natural language, all through Continuum’s desktop app ...

Aegon UK has made targeted changes to the way money is transferred onto its Aegon Retirement Choices (ARC) platform, ...

A standards-based, federated approach has been proposed to tackle the challenge of small pension pots in a white paper ...

Aegon UK has made changes to the way money is transferred on to its Aegon Retirement Choices (ARC) platform. The firm said ...

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 ...

OpenAI recently discovered that goblins and other fantastical creatures were being frequently mentioned in ChatGPT responses. Credit: Getty Images AI Magazine takes a look at some of the biggest ...

With just under a year until the final pensions dashboards connection deadline, the number of providers that have completed their connection to the dashboards ecosystem has continued to grow. In its ...

Life insurance is undergoing a major digital transformation, with AI, automation, and advanced policy administration systems reshaping how policies are issued, managed, and serviced. From instant ...