
Equisoft
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 on Premium features.
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 on Premium features
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 to discuss a subscription.
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
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Past Events
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28 January 2021 11:00 - 12:00 EST (16:00 GMT, 17:00 CET) United States
Join us for this year’s kick-off event as we look back at what 30+ industry experts and our 2020 audience had to say about their top digital tra…
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19 November 2020 11:00 - 12:00 HST (16:00 EST, 21:00 GMT, 22:00 CET) United States
The rapidly evolving life insurance landscape has presented challenges for carriers around the world as customers demand more digital experience…
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10 September 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Join Equisoft, Celent and Columbian Financial Group in this session to get access to the latest research on how to define clear metrics (both ta…
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23 July 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Distribution is disrupted. Value propositions are being re-created. Transformation timelines are getting pushed up. Join our round table discuss…
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16 July 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Over the past few years, we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market unc…
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25 June 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Remote work. Market volatility. Operational challenges. Yesterday's wish list for digital transformation has become today's set of requirements.…
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18 June 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
The often-overlooked aspects of digital transformation are the ones that will most often prevent you from reaching success. Join data conversion…
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11 June 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Join experts from Equisoft, Oracle and Novarica as we join forces for this informative session that reveals how industry leaders are successfull…
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4 June 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Fraternal organizations have a long and proud tradition of service to their members, agents and communities. In uncertain times, their role is e…
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28 May 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
Over the last few years insurance carriers have considered evolving their approach to insurance distribution. While some have invested in new di…
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14 May 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States
The global pandemic has forced change on every aspect of life and business. In this session, we’ll embrace the disruption, and lean on our 25 ye…
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25 March 2020 09:00 - 10:00 EDT (13:00 GMT, 14:00 CET) Canada
Join Marvin Yorke, former KPMG and PwC manager and IFRS 17 subject matter expert, Ruben Veerasamy, Senior Vice President of Caribbean at Equisof…