IT Services
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
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
Overview
Equisoft offers a variety of IT services for insurers & financial institutions:
- System Integration Services
- Policy Adminsitration Integration Services
- Data Migration Services
- IFRS 17 Services
- Oracle Cloud Services
- Azure Cloud Services
- AWS Cloud Services
Data Migration Services:
Through our wholly-owned subsidiary, Universal Conversion Technologies (UCT), we are the undisputed global data migration leader. UCT takes out the pain from your data migration projects moving data 40% faster and at 40% less cost. We have the experience (28 years), proprietary tools, expertise, and success rate to remove risk from your critical path. Our data migration experience, migrating to/from over 60 policy administration systems, and completing 200 successful projects, is a distinctive advantage that enabled our success in the insurance industry. Our clients include U.S., Canadian, LATAM, and Asian financial services companies and third-party administrators throughout the world.
System Integration Services & Policy Adminstration Integration Services:
Equisoft is the premier leader in the integrationand delivery of the Oracle Insurance Policy Adminsitration platform. With over 15 years in that space, and over 25+ active clients, Equisoft has established itself as the goto vendor for policy administration modernization projects. Equisoft has a global reach with over 450+ employees worldwide, and centers of excellence in 6 different locations.
US Center of Excellence: 100+
Canadian Center of Excellence: 300+
LATAM Center of Excellence: 10+
South Africa Center of Excellence: 15+
India Center of Excellence: 15+
Australia Center of Excellence: 5+
Key Features
Deep insurance industry expertise and experience
Deep wealth management industry expertise and experience
Established over 25 years ago
Helps businesses leverage technology to realize their goals
Steady organic growth
15+ years implementing modern policy administration systems
over 200+ successfull data migration projects
proven track record with large multinational coorporations
Key Benefits
Lower implementation timeline, costs, and risks
Experience in cloud solutions: 10 clients in the cloud
Reliable implementation track record: 30+ insurance clients