WealthServ a BlueSun product

WealthServ Financial Services Software at Work

From national banks to leading insurance and investment companies, BlueSun clients continue to achieve improved efficiency and greater returns with WealthServ financial services software products.

WealthServ Financial Software User Successes

Harbour Streamlines Back Office and Improves Service to Reps

Named Broker Dealer of the Year twice by Investment Advisor Magazine, Harbour chose WealthServ for its back office after a long search for an all-in-one software solution. As a result, Harbour was able to significantly reduce staff engaged in mundane back office tasks, and reassign them to more important ones such as supporting representative sales.

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Large North American Bancassurer Gains Millions in New Sales

One of the largest banks in North America, this BlueSun client implemented our CRM tools to tighten their operations, coordinate third parties and ensure success of their growing life insurance systems. The result: millions of new insurance clients.

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Life Insurance Provider Improves Distributor Experience

With an old Producer Portal that wasn't user-friendly for their distribution force, Unity Life needed a new system to help alleviate the increasing help desk call traffic. BlueSun implemented new distribution software solutions that greatly improved the distributor experience while reducing administrative overhead.

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Top Investment and Insurance Company Triples Retention Rates

Transamerica Life Canada wanted to improve their direct sales and marketing performance while giving distribution partners the ability to control their participation in campaigns. BlueSun developed a portal that seamlessly integrated with the company's existing Distributor Resource Centre, and deployed a highly successful direct marketing campaign yielding almost $2 million in incremental revenue.

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World Leader in Policyholder Marketing Boosts Profitability

ReMark, the world's largest policyholder marketer needed to upgrade its technology to accommodate more strategic cross selling. BlueSun provided the insurance software framework that enabled ReMark to elevate its pitch to top tier insurers and banks and maximize revenues and retention rates.

View case study (PDF, 1pp., 17KB)