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LTI Canada hosts Unitrax Client Forum #4 – Working closely with our clients to grow their wealth business & increase operational strength

LTI Canada’s Product Team hosts Unitrax® Client Forum #4 of 2021 to engage clients with what’s new on the system, innovation, shared development opportunities and open discussion of like minds.

Venue: Virtual Meeting

Date: August 18, 2021

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 the LTI product team reviews. Clients are looking to cost-share projects and also take advantage of this venue to solicit support from other clients with similar needs where cost sharing becomes the business enabler. This session focuses on:

  • Enhanced auto householding capability improving operational strength
  • Insurance Wealth enhanced to support unique asset accumulation features
  • Insurance Wealth enhanced to support reimbursement of fees increasing operational ease
  • Death claim processing enhanced for joint policies with riders easing processing risk
  • Automated individual settlement of wire order switches improving operational speed
  • Periodic Pension Payment Amount (PPPA) features improving non-resident processing