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2015 Retirement Industry Conference - Sponsors and Exhibitors


CANNEX Financial Exchanges specializes in gathering, compiling, analyzing and redistributing comparative information about products and services offered by financial institutions across North America.  In the U.S., CANNEX, along with its QWeMA consulting group, provides support and expertise for all annuity products including Income Annuities (SPIA & DIA), Variable Annuities, Indexed Annuities, and Fixed Rate Annuities. Services include:

  • Annuity Income Surveys, Quotes & Illustrations for both Income Annuities and Deferred Annuities with Guaranteed Living Benefits
  • Product Rates and Contract Information
  • Product Allocation Services & Consulting
  • Product Evaluation Services & Consulting
  • Web Application Support

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LIDP has led the industry in providing innovative solutions for policy and contract administration for over 35 years. TITANIUM, is an award-winning solution built for the future of the life insurance industry. With 24X7 availability, JEE portability and scalability and complete SOA enablement you can achieve your digital initiatives. LIDP has a 100% success rate in implementation and conversion which will improve services to clients and producers. Visit us at

The leading third party administrator in the life and annuity insurance industry, SE2 is Purpose built to future-proof insurance companies. SE2 supports over 20 direct clients, represents over 35 carriers, and services over 1,000 life and annuity products. SE2 has approximately $100 billion in assets under administration. For additional information, please visit


Accenture’s Life and Annuity software offers strategic solutions that support mission critical life and annuity products and processes. Our comprehensive solutions enable automation across the full policy lifecycle, from new business to claims/payout; and provide innovative digital and dynamic offerings for tomorrow's Insurer. Visit us at

The American College of Financial Services is a nonprofit educational institution with the highest level of academic accreditation dedicated to the leadership in innovative training and development for financial services professionals. The College is distinguished by resources of the highest quality innovation in program design and delivery, and results that create sustainable advantages for our students. Serving as a valued business partner to banks, brokerage firms, insurance companies, and others since 1927, The American College has assembled a faculty of the foremost though leaders in the industry to help companies and their employees success. Visit us at
College for Financial Planning

The leading institution focused on meeting the education needs of financial services professionals, the College for Financial Planning created the Certified Financial Planner™ (CFP®) certification and has trained over 135,000 professionals. Flexible instructor-led/Web-delivered classes featuring eBooks and interactive quizzes bring the classroom to your home or office. The College also offers Professional Designations in Retirement Planning, Asset and Wealth Management, and now the LUTCF®.  Visit us at

Competiscan collects direct marketing communications sent to consumers, business owners, agents and advisors including direct mail, email, display, mobile, print, and social. Competiscan has dedicated its analytics and research around the understanding of the customer lifecycle (prospective and existing) experience.  Competiscan collects materials from a static panel allowing for long-term, lifecycle analysis. For this reason, we are able to show you what your customers are receiving from your competitors over time. Our analysis includes competitor acquisition, offer, and loyalty communication strategies. Visit us at

Transformation is difficult. It requires a partner with flexible solutions tailored to your needs — today and in the future. Concentrix provides contemporary technology solutions and end-to-end back-offices services with visionary leadership in administration, digital, analytics, underwriting, process optimization, and self-service all backed by a Fortune 212 organization. Let us help you transform your operations, launch new products quickly and enter new markets, while optimizing your operational costs.
Corporate Insight

Corporate Insight provides competitive intelligence, consulting and user experience research to the nation's leading insurers, financial services firms and educational institutions. For more than two decades, the firm has published customer experience-focused research and has advised clients on key competitive issues with a focus on helping them improve their digital capabilities. The firm offers subscription-based Monitor services in 14 verticals, including retirement, brokerage and life insurance, along with custom research and consulting services, digital capabilities audits, special studies and UX research

A clear leader in insurance solutions and analytics, EXL supports life and annuity insurers with comprehensive operations management, technology, analytics and operations consulting services. In addition to traditional “life insurance” products and distribution channels, EXL’s offerings support retirement products, credit and debit life, direct-to-consumer, and shared services set-up and consulting. For more information, visit

FAST Insurance Components is an award winning life and annuity solution created by industry pioneers.  Our modern and configurable solution provides a game changing way of managing products which improves speed to market, business transparency, and enables product creativity.  Customer centric design supports cross-sell, multi-policy discounts, fraud detection and account servicing.  Our offering is flexible and can be implemented as an end to end solution or as components to address a specific business needs.  Visit us at
Greenwald and Associates - 2015

Greenwald & Associates is a leading full-service market research firm with an exclusive focus on financial services, employee benefits, and healthcare. Our understanding of employees, employers and brokers and knowledge of the full range of group and voluntary products benefits you at every stage of the research process. We hit the ground running, saving you time & money by designing better research solutions and delivering more actionable insights with broader industry and economic trends in mind. Let us help you enhance your products & service and differentiate yourself as a leading carrier. Call or visit

IGATE is a NASDAQ listed global leader in providing integrated technology and operations-based solutions. With revenues over US$ 1.1 billion, and a global employee talent capital of over 31,000, IGATE offers productized applications and platforms that provide the necessary competitive and innovation edge to clients across industries, through a combination of speed, agility and imagination.  Pease visit us at

Insurance Technologies provides innovative sales and regulatory automation solutions to the insurance and financial services industries. Our product suite supplies carriers and distributors comprehensive sales tools to automate and accelerate the sales process. ForeSight is a mobile point-of-sale illustration platform that supports key aspects of the insurance sales process for multiple lines of business across diverse distribution channels. FireLight is a multi-carrier SaaS e-application solution that manages the application data collection and submission process for any line of business, facilitating in good order processing. Visit us at
Millennium Trust Company

Millennium Trust Company is a leading financial services company offering niche alternative custody solutions to institutions, advisors and individuals. We serve as a complement to services offered by other custodians. Our innovative solutions include rollover solutions, alternative asset custody, private fund custody and advisor support services. As an Automatic Rollover IRA provider for ongoing, terminated and abandoned plans, we provide a solution that fully complies with DOL Safe Harbor regulations. We are uniquely positioned to work with a wide range of professionals to service over 340,000 IRA accounts. For more information, please visit our website at

NEOS is a management consulting and technology services firm specializing in the global insurance industry with deep experience in holistic modernization, data governance, and operations excellence consulting. Clients range from multi-line to more specialized providers. Solutions encompass product innovation and speed to market; legacy product and closed block management; operational and IT risk; and business-technology strategy. Services include process redesign and optimization; enterprise data strategies and design; and program value assurance. Visit us at

RISK COMPLIANCE PERFORMANCE SOLUTIONS (RCP) specializes in risk management, compliance, communications and outreach programs that drive performance and positively impact the bottom line. Our executive team has more than 100 years of combined experience in a variety of industries and disciplines bringing a wealth of knowledge, excellence and innovation to all of our services. Driven by state-of-the-art technology solutions, we integrate the many facets of business, risk, compliance and management to achieve the best results for our clients.  Visit us at
Wealth Management

WMSI is the leading provider of rollover services in the financial services industry — offering an integrated suite of technology, financial education, planning tools and advisor solutions. We help our clients build greater brand loyalty using advanced technology in combination with education and marketing so they can deliver personally relevant solutions to their customers. Visit us
Xpert Doc

Xpertdoc provides innovative document output and customer communications solutions to the insurance industry. Our products and services help organizations automate and streamline the processes of document output and management, reducing risks, costs and time to market. Xpertdoc's award-winning CCM platform integrates easily with core systems and fully supports modern customer engagement strategies and multichannel communications. Visit us at