Equisoft for Advisors

We’re thrilled to announce the completion of 30 major life insurance go-lives across six regions in the past 18 months! This is an exciting day as we're also celebrating our 30 year anniversary! In addition to these policy administration deliveries, Equisoft has onboarded over 25 clients for Equisoft wealth solutions, where the SaaS solutions can be deployed within weeks. Read more in the press release: https://hubs.li/Q02Z2fQg0 "We've evolved from basic policy administration implementation to delivering complete, end-to-end digital ecosystems that help financial services companies modernize their insurance, investment and pension operations to better serve their customers in a digital world," says Luis Romero, Founder and CEO of Equisoft.

After decades of hard work, dedication, and serving your clients, walking away with nothing is the ultimate regret. That’s why succession planning is critical for financial advisors. Here are the key benefits every advisor should consider: 🔺 Continuity of Service 🔺 Preserve Business Value 🔺 Client Retention 🔺 Retirement Readiness 🔺 Develop Future Leaders Lori Power

Attention Financial Advisors: Don’t miss our exclusive webinar series designed to help you grow your practice, strengthen client relationships, and enhance your skills. Complete each webinar and short quiz to earn 1 FREE CE credit Level up your career—watch now! https://hubs.li/Q02-16Wk0 #financialservices #financialadvisorstips #wealthmanagement

Financial Advisors: Discover and visualize the impact of Investment Postponement! Wondering about the effects of delaying investments? Try our Free Investment Postponement tool now to empower smarter financial decisions: https://hubs.li/Q02-12l50 #InvestmentPostponementCalculator #FreeTools #FinancialAdvisors

Financial advisors - what if we reframe compliance as a growth opportunity? Read our article on "How Financial Advisors Can Turn Compliance into a Revenue Generator”: https://hubs.li/Q02-16BJ0 You’ll learn how achieving and maintaining compliance can boost your practice’s revenue by following these 4 principles: 🔺 Record Retention: Efficiently maintained client records via advisor-specific CRMs and Financial Needs Analysis tools help improve relationships and increasing lifetime client value. 🔺 Advisor Disclosure: Transparent disclosure builds trust, reassuring clients that their best interests are prioritized. 🔺 Client Privacy: Championing data privacy sets you apart from competitors. 🔺 Needs-Based Approach to Sales: Focus on uncovering and meeting client needs to build trust, empathy, and long-term relationships. #FinancialAdvising #ClientTrust #DataPrivacy #CRM #ClientRelationships

A seamless client onboarding process is crucial for building strong, long-lasting relationships. That's why we're excited to unveil our latest checklist: How to Onboard Clients with the Equisoft Suite of Products. Download it here: https://hubs.li/Q02-16vY0

Is your client onboarding process as smooth as it could be? A seamless onboarding experience builds trust, reduces misunderstandings, and sets the stage for long-term success. Our new eBook covers key strategies, best practices, and tools to streamline your process. Download it today and start improving your onboarding! https://hubs.li/Q02-1cr80

Are you looking to streamline loan payback discussions and provide your clients with actionable insights? Try our FREE Loan Calculator: https://hubs.li/Q02-0GRx0 Easily demonstrate loan payback costs and visualize them on a year-over-year graph. Streamline client discussions and empower better financial decisions. #FinancialAdvisors #FreeTools #LoanPaybackCalculator

Notre fondateur et président, Luis Romero, a récemment fait l'objet d'un article dans Le Journal de l'Assurance, où il a fait part de son point de vue sur la manière de combler le déficit annuel de 100 000 polices d'assurance vie au Canada. Dans cet entretien, Luis Romero souligne que l'automatisation du processus de vente est essentielle pour stimuler la croissance. En réduisant les frictions, l'automatisation améliore non seulement l'expérience du client, mais rationalise également le flux de travail du conseiller. Comme le dit Luis : « Un assureur capable d'automatiser même un petit bout des opérations dans des activités à fort volume en tirera un bénéfice immédiat. » Lisez l'intégralité de l'interview pour découvrir d'autres solutions et stratégies clés: https://hubs.li/Q02-0Hlb0

Interested to see how technology can transform your client relationships? Download this checklist to discover 6 quick wins you can achieve using Equisoft’s powerful tools. https://hubs.li/Q02-0H4b0