Boston, August 15, 2018 – The Canadian financial services market is in a state of constant flux, and distributors of financial products in this market are struggling to keep up. Over the years, financial services firms have found it easier to develop tools in-house to support the agent and advisor channel as a result of the constant change, but they are finding that more advanced and inclusive technology will set them apart from the competition.
This report summarizes the agent and advisor market in Canada and presents some of the available front-office, middle-office, back-office, and customer relationship management tools. Based on 13 interviews Aite Group conducted during April and May 2018 with technology vendors supporting agents and advisors in the Canadian market, it profiles AGEman Solutions, Bluesun, Ebix, Equisoft, Finaeo, iPipeline, Kronos, NexJ Systems, Salesforce, Univeris, VirtGate, and Winfund. Aite Group also interviewed 10 executives from insurance carriers, agencies, managing general agencies, national accounts, and banks in the Canadian market during April and May 2018 to help form the basis of this report.
This 42-page Impact Report contains five figures and 32 tables. Clients of Aite Group’s Wealth Management or Life Insurance service can download this report, the corresponding charts, and the Executive Impact Deck.
This report mentions AGEman Solutions, Bluesun, Ebix, Equisoft, Finaeo, iPipeline, Kronos, NexJ Systems, Salesforce, Ticoon Technologies, Univeris, VirtGate, and Winfund.