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LTI Canada hosts Unitrax® Insurance Wealth Client Forum #2 of 2020: Discussing product upgrades and creating a tighter Insurance Wealth ecosystem

LTI Canada’s product team hosts Unitrax® Insurance Wealth Client Forum #2 of 2020: Enabling collaborative thinking and engaging clients with what’s new on the system and shared development opportunities.

Venue: Virtual Meeting
Date: 17th April, 2020

LTI Canada’s Client Forum provides a venue for our clients to come together to discuss common areas of benefits and improvements. Attended generally 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 also take advantage of this venue to solicit support from other clients with similar needs where cost sharing becomes the business case enabler.

This session focuses on:

  • Modification to Existing Outputs – supporting IRFI interface needs
  • Leveraged Loan Extracts – improving loan capability
  • Account creation and Termination features – Improving client management experience
  • GIA interest enhancement – Continuing to support GIA products alongside segregated funds
  • Multiple Segregated fund feed updates – improving segregated fund integration strength
  • Automating Account Transfers – increating Operational efficiency