2022/09/30
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
Equisoft
Email
Call back
Website
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Research related to Equisoft/Analyze for wholesalers
-
-
2022/07/24Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
-
2022/05/16The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
-
2022/04/18
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
-
2021/08/02"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
-
2021/07/19Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
2021/05/18As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
-
2021/05/06
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
-
2021/04/20
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
-
2021/04/07Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
-
2021/03/23Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
-
2021/03/08
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
-
2021/02/25North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
-
2020/12/14Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
-
2020/11/29リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム（RSM）は、バイサイドのフロン…
Research related to IT Services
-
2022/09/30
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
-
2022/07/24
Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
-
2022/02/09The colocation market is thriving. Although highly associated with high frequency traders utilizing ultra-low latency trading strategies, exchan…
-
2021/11/17
Not long ago insurers were resistant (or, at best hesitant) to move legacy data and applications to any place outside of the control of their ow…
-
2021/08/18The market for IT services continues to grow as providers rebound in the wake of the pandemic. On one end, commoditization of technology infrast…
-
2021/06/21This year, Celent interviewed 25 chief information officers and senior technology leaders of global market infrastructure (MI) to understand the…
-
2021/05/18
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
-
2021/04/28
Technology-driven change is accelerating in the buy side front office according to senior buy side executives who participated in an exclusive C…
-
2021/04/04The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
-
2021/04/03The IT services market is dynamic, and vendors active in this market help insurers capture the value of relevant technologies to enhance their d…
-
2021/03/10The promise of delivering Americans low-cost and attractive banking services using an efficient, state-of-the-art tech stack has been an allurin…
-
2021/03/10This Model Bank report uncovers how Discover Financial Services quickly adjusted to the challenges the pandemic created by enabling its agents t…
-
2021/03/08The virtual “That Was Easy!” button just got e-pushed, machines let us do old things in new ways. During the last year, rapid advances in Data,…
-
2020/12/08The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
-
2020/09/30Cloud was a hot topic before COVID-19, but where and how are banks leveraging the cloud now, and what will the future hold? Celent offers a view…
Research related to Equisoft/Analyze for advisors
-
2022/09/30
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
-
2022/07/24
Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
-
2022/05/16
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
-
2022/04/18
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
-
2021/08/02
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
-
2021/07/19
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
2021/05/18
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
-
2021/05/06
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
-
2021/04/20
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
-
2021/04/07
Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
-
2021/03/23
Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
-
2021/03/08
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
-
2021/02/25
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
-
2020/12/14
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
-
2020/11/29
リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム（RSM）は、バイサイドのフロン…
Research related to Equisoft/apply
-
2021/10/21Best in Class Digital Insurance - A Celent Peer Networking Event Recap On Wednesday, October 20, Celent welcomed 20 life insurance leaders in vi…
-
2021/06/30Over the past two weeks, I moderated and presented at the 2021 InsureTech Connect Asia and Finovate Asia conferences. The hive of activities has…
-
2021/05/25Is the intrinsic value of the coverage enough? Or do new customers want more from their insurance company? Today’s insurance experience is often…
-
2021/04/06Snap polls reflect questions posed by members of the Celent executive research panel. Several members of the NA L&H panel queried about digital…
-
2021/02/12
Yesterday, Lemonade announced the launch of their long awaited Life protection offering through a strategic partnership with Bestow. This is an…
-
2020/11/01User Experience and User DesignIn human-computer interaction, the goal is to bridge the gap between a user mental model with the product concept…
-
2020/08/24As we come to grips with the events at the turn of a new decade, there is never a better opportunity to re-imagine current business processes an…
-
2020/02/09This report explains the use cases of computer vision and OCR in insurance companies, together with the offerings vendors have developed. Next,…
-
2020/01/20At the start of the new decade, there is a noticeable observation in how business models are evolving to satisfy the latest generation of workin…
-
2019/09/17Celent's recent report, Upping the Bar, focused on the cost and key performance indicators of the New Business and Underwriting (NBUW) process a…
-
2019/03/18System decisions are complicated. In this report, targeted at both the buyer and the seller, Celent discusses how to manage the process of comin…
-
2016/11/08
Celent has released a new report titled The Doorway to Straight-Through Processing: Life Insurance Electronic Applications 2016 North American V…
Research related to Equisoft/Centralize
-
2021/06/30
Over the past two weeks, I moderated and presented at the 2021 InsureTech Connect Asia and Finovate Asia conferences. The hive of activities has…
-
2020/04/27As we head forward into 2020, we are witnessing common acceptance for remote delivery and communication, whereby both client-relationships and i…
Research related to Equisoft/Design
-
2021/06/30
Over the past two weeks, I moderated and presented at the 2021 InsureTech Connect Asia and Finovate Asia conferences. The hive of activities has…
-
2021/03/25Alternative data sources would provide insurers with additional data that complement internal organizational or policyholders’ information. It w…
-
2021/03/11Celent’s definition of natural language processing (NLP) is the application of artificial intelligence (AI) that analyses and synthesizes natura…
-
2020/12/18The increasing importance of APIs in financial services has moved the middle layer to a customer facing role. Historically such layers were hidd…
-
2020/11/01
User Experience and User DesignIn human-computer interaction, the goal is to bridge the gap between a user mental model with the product concept…
-
2020/08/24
As we come to grips with the events at the turn of a new decade, there is never a better opportunity to re-imagine current business processes an…
-
2020/07/05Natural language processing (NLP) is the technique to provide semantics to information extracted from optical character recognition engines and…
-
2020/02/09
This report explains the use cases of computer vision and OCR in insurance companies, together with the offerings vendors have developed. Next,…
-
2020/01/20
At the start of the new decade, there is a noticeable observation in how business models are evolving to satisfy the latest generation of workin…
-
2019/03/18
System decisions are complicated. In this report, targeted at both the buyer and the seller, Celent discusses how to manage the process of comin…
-
2019/02/21Insurance is a promise to pay. Policy forms are the expression of this promise in written form. Creating and maintaining these forms is a core a…
-
2018/10/22With the fight for new customers growing more and more competitive, carriers continue to look for new ways of differentiation through their prod…
-
2018/09/20In 2010, ISO released the ISO Electronic Rating Content (ISO ERC). This product allows insurers to ingest loss costs, rules, and forms attachmen…
Research related to Equisoft/Connect
-
2022/11/11Over three weeks in September 2022, Celent Banking team ran an online survey where we invited our contacts in the industry – clients and non-cli…
-
2022/10/31Faced with historically high inflation and energy bills, increasing interest rates, and continued geopolitical and economic uncertainty, consume…
-
2022/09/30
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
-
2022/06/30A customer management (CM) strategy is a critical component of making the customer experience a seamless and engaging event for any insurer. Cus…
-
2022/05/11Snap polls reflect questions posed by members of the Celent Executive Panel, a group of C level executives in the insurance industry. This quest…
-
2022/03/29Last week, my colleague Kieran Hines and I attended FinovateEurope 2022, which was back in London as an in-person event again, and it was such a…
-
2022/03/15The imperative for financial institutions (FIs) to undergo digital transformation has only increased during the past two years. Many FIs are in…
-
2022/03/14Tower is a specialised personal and commercial lines insurer in New Zealand with approximately 304,000 customers across New Zealand and the Paci…
-
2021/12/06The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
-
2021/11/08Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insurance industry. T…
-
2021/07/19
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
2021/03/24Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
-
2020/11/10This Celent Blog examines financial institution (FI) cloud adoption drivers and rates, the impact of the COVID-19 pandemic (“pandemic”) on FI cl…
-
2020/09/21Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
-
2020/05/27It took just a few days this March for a booming US economy to stop in its tracks, and a few weeks to end a 10-year bull market. As markets crat…
Research related to Equisoft/Illustrate
-
2022/09/28This research will provide an overview of the insurance market and technology trends in Australia and New Zealand. We will provide examples of i…
-
2020/12/092020 has not been an ordinary year for life insurance companies. Celent expects insurers will move many digitally sales oriented investments to…
-
2020/11/302020 has not been an ordinary year for life insurance companies. Celent expects insurers will move many digitally sales oriented investments to…
-
2020/10/02Healthcare is more important than ever, and digital health solutions are enabling personalized health assessment and overall care. Digital healt…
-
2020/07/05
Natural language processing (NLP) is the technique to provide semantics to information extracted from optical character recognition engines and…
-
2020/03/24The current Coronavirus Disease 2019 (COVID-19) has put the global environment into trying times and it signify opportunities to extend current…
-
2019/03/18
System decisions are complicated. In this report, targeted at both the buyer and the seller, Celent discusses how to manage the process of comin…
-
2018/10/29A focus on the insurance ecosystem, the role of digital, innovation, and InsurTech. I had the great pleasure of attending DIA Munich 2018 . As a…
-
2016/09/23
Celent has published a new report titled Views of the Past and Future: Trends and Predictions for North American Illustration Systems.The report…
-
2016/08/25
Celent has released a report that reviews the global life insurance illustration solution spectrum titled Predicting the Future: 2016 EMEA, APAC…
-
2016/08/24
Celent has released a report that reviews the North American life insurance illustration solution spectrum titled Predicting the Future, 2016 No…
Research related to Equisoft/Plan
-
2022/09/30
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
-
2022/07/24
Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
-
2022/05/16
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
-
2022/04/18
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
-
2021/08/02
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
-
2021/07/19
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
2021/05/18
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
-
2021/05/06
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
-
2021/04/20
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
-
2021/04/07
Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
-
2021/03/23
Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
-
2021/03/08
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
-
2021/02/25
North American wealth managers will face a challenging year ahead as a result of volatile macro events, fee compression, and intergenerational w…
-
2020/12/14
Celent highlights wealth managers’ perspectives about their usage of Front-to-Middle Office platforms. Specifically, wealth managers’ perspectiv…
-
2020/11/29
リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム（RSM）は、バイサイドのフロン…
Research related to Equisoft/Manage - North America
-
2022/09/28
This research will provide an overview of the insurance market and technology trends in Australia and New Zealand. We will provide examples of i…
-
2022/08/05What is Takaful Insurance? Takaful, often referred to as 'Islamic insurance', is a way for businesses to mitigate the financial risk of unforese…
-
2022/03/18The global pandemic forced many insurers to accelerate the digitalization of their businesses. This came with a record number of policy administ…
-
2022/03/09The last two years have seen life insurers move from complete uncertainty as to how to handle the change COVID thrust upon them to them making t…
-
2022/02/27Celent profiles 19 PAS in use or being marketed for the administration of North America group and voluntary life protection products, annuities,…
-
2022/01/05The benefits of legacy conversion are well known: access to modern digital capabilities and flexibility to continue to adapt. The challenge has…
-
2021/12/17Since our last update to this report, Celent has seen an increased interest from vendors in the life policy administration system market in LATA…
-
2021/12/14In this eighth installment of Celent's biennial look at policy administration systems (PAS) available to life insurers in North America, we prof…
-
2021/12/14The life policy administration system vendor market in Europe, the Middle East, and Africa is difficult to navigate. While insurers tend to have…
-
2021/12/13A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
-
2021/12/13It’s common to hear the refrain “conversions are risky, expensive, and are never on-time!" Well, we wanted to know if the caution is still warra…
-
2021/11/17
Not long ago insurers were resistant (or, at best hesitant) to move legacy data and applications to any place outside of the control of their ow…
-
2021/10/21
Best in Class Digital Insurance - A Celent Peer Networking Event Recap On Wednesday, October 20, Celent welcomed 20 life insurance leaders in vi…
-
2021/10/20The booming stock market is growing the money in company pension plans. It could be the right time to sell if a company wants to remove the pens…
-
2021/09/12Group & Voluntary is an active market attracting interest from both existing players and new entrants, many of which would not have existed five…
Research related to Equisoft/Manage
-
2022/12/30Health insurers are no longer simply paying medical bills and underwriting health. They are also supporting customers in various times of their…
-
2022/09/28
This research will provide an overview of the insurance market and technology trends in Australia and New Zealand. We will provide examples of i…
-
2022/08/05
What is Takaful Insurance? Takaful, often referred to as 'Islamic insurance', is a way for businesses to mitigate the financial risk of unforese…
-
2022/07/13Some loyal readers may be surprised by my authorship of a blog post. I suppose this my reintroduction to Celent. Prior to mid-2020, I led the Am…
-
2022/03/18
The global pandemic forced many insurers to accelerate the digitalization of their businesses. This came with a record number of policy administ…
-
2022/03/09
The last two years have seen life insurers move from complete uncertainty as to how to handle the change COVID thrust upon them to them making t…
-
2022/02/27
Celent profiles 19 PAS in use or being marketed for the administration of North America group and voluntary life protection products, annuities,…
-
2022/01/05
The benefits of legacy conversion are well known: access to modern digital capabilities and flexibility to continue to adapt. The challenge has…
-
2021/12/17
Since our last update to this report, Celent has seen an increased interest from vendors in the life policy administration system market in LATA…
-
2021/12/14
In this eighth installment of Celent's biennial look at policy administration systems (PAS) available to life insurers in North America, we prof…
-
2021/12/14
The life policy administration system vendor market in Europe, the Middle East, and Africa is difficult to navigate. While insurers tend to have…
-
2021/12/13
A policy administration system (PAS) is the system of record for all policies that an insurance company has written. In actual practice, an insu…
-
2021/12/13
It’s common to hear the refrain “conversions are risky, expensive, and are never on-time!" Well, we wanted to know if the caution is still warra…
-
2021/11/17
Not long ago insurers were resistant (or, at best hesitant) to move legacy data and applications to any place outside of the control of their ow…
-
2021/10/21
Best in Class Digital Insurance - A Celent Peer Networking Event Recap On Wednesday, October 20, Celent welcomed 20 life insurance leaders in vi…
Research related to Distribution Management System - Equisoft/Centralize
-
2022/10/25Celent conducted a survey of producers with a set of questions covering management issues related to the use of technology, digital transformati…
-
2022/08/10Distribution management systems are increasing in use due to a variety of changes happening in the market. The increase in insurance agency merg…
-
2022/08/10Distribution management systems are increasing in use due to a variety of changes happening in the market. The increase in insurance agency merg…
-
2021/09/29Shifting customer expectations are creating a new need for new business models. As the current workforce ages, insurers are exploring new distri…
-
2021/07/19Insurers that use independent agents know that high production is correlated with strong relationships. But the world of the independent agent i…
-
2020/07/26Managing agent licensing is a business-critical function for insurers and agencies. But as insurers and agencies look to grow, they face increas…
-
2020/01/20
At the start of the new decade, there is a noticeable observation in how business models are evolving to satisfy the latest generation of workin…
-
2019/09/10Managing the variety and innovation in a global distribution environment increasingly requires 'digital tools' and capabilities that allow insur…
-
2019/05/14Managing the variety and dynamism in a distribution environment that is increasingly digital requires tools that allow insurers to deal with a v…
-
2018/10/18The new era of customer-centricity in insurance applies to agents just as much as it applies to policyholders. Many insurers are focusing their…
-
2016/08/17
Celent has released a new report titled Onboarding in Corporate Transaction Banking: Prioritizing Investments for Reducing Friction. The report…