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LTI Canada hosts the Unitrax® Insurance Wealth Client Forum #4 of 2020, an opportunity to learn together

LTI Canada Product Team hosts the Unitrax® Insurance Client Forum #4 for 2020 to engage clients with what’s new on the system, innovation, shared development opportunities and open discussion of like minds focused on product enhancements and business operations.

Venue: Virtual Meeting
Date: 21st August, 2020

LTI Canada’s Client Forum provides a venue for our clients to come together to discuss common areas of benefits and improvements. Attended by team leads, operations, IT, and product heads, the session highlights upcoming features allowing for an opportunity to ask questions on both the system configuration as well as the business needs driving the change. The session allows our clients to request usability enhancements that LTI product team reviews. Clients are looking to cost-share projects can also take advantage of this event to solicit support from other clients with similar needs where cost sharing becomes the business case enabler.

This session focuses on:

  • Guaranteed Income Product Processing – improving operational strength
  • GIA Maturity Processing – enhancing investor options
  • Segegated Fund Death Claim Processing – improving automation strength
  • Fee Enhancements – improving compensation models
  • RRSP to RRIF Processing – improving operational strength
  • Improving withdrawal hierarchy -easing operational burden