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2017 Sponsors and Exhibitors

ELITE STRATEGIC SPONSOR
Hear Say Social

Hearsay Systems offers the complete client engagement solution for financial services, empowering advisors and agents to effectively use digital to build stronger relationships that grow business. Its Hearsay 360 platform is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance companies including New York Life, Raymond James, and Vanguard.

Hearsay 360 enables efficient and compliant client engagement across digital channels including social networks, text messaging, websites and email. Its prescriptive technology processes and prioritizes data across digital channels and systems and suggests what advisors should do next, saving them time and eliminating guesswork. 

The company is headquartered in Silicon Valley with teams in New York, Seattle, Chicago, Atlanta, Austin, Toronto, London, Paris, Frankfurt and Hong Kong. Connect on FacebookTwitterLinkedIn and the Hearsay blog.  Or visit us at http://hearsaysystems.com


DIGITAL TRAINING STRATEGIC PARTNER
Mindset Digital

Mindset Digital gets you up to speed in a digital world. We offer online certifications in digital marketing, selling in a social world, leading in a social world and more. We know you're crazy busy, so our highly visual, interactive courses are offered in 15-minute sessions that you can watch on your smartphone or tablet. We've also provided keynotes and in-depth camps to more than 42,000 people in person — so we know how you learn and what you most want to know. We've got you covered. Visit us at http://mindsetdigital.com/

STRATEGIC PARTNERS
Hoopis

Hoopis Performance Network provides innovative sales training & leadership development resources to financial professionals worldwide. HPN’s suite of solutions features blended learning formats in the areas of Recruiting & Selection, New Advisor Development, Experienced Advisor Development and Leadership Development. These field-tested resources have been developed from over 40 years of industry leading experience in our very own “living laboratory”. Visit us at http://www.Hoopis.com
PinPoint

Pinpoint Global is the recognized leading provider of on-demand, online communications to the financial services industries. Our client list includes MetLife, AXA, AIG, Transamerica, Prudential, New York Life, The Hartford, John Hancock, Manulife, Waddell & Reed, OneAmerica, Knights of Columbus and many others.

Our platform enables our customers to deliver required training and relevant information to sales people, agents, wholesalers, and employees in ways that keep their attention, improve their understanding, and easily track their progress. In addition, administrators and management personnel possess the capabilities to track and monitor progress through real-time reports.

Pinpoint’s Learning Management System (LMS) is a configurable and scalable system designed to provide a complete solution for field sales force training and development. In addition to standard e-learning systems capabilities (e.g., support for curriculum and career paths, custom content creation, detailed tracking and reporting, individual transcripts, etc.), Pinpoint’s LMS supports a comprehensive set of capabilities for delivering compliance requirements and sales/marketing communications to geographically dispersed sales organizations. Pinpoint also provides an entire array of services, from video, audio, and flash animation production, to SCORM compliant presentation authoring and hosting, to custom designed portals. Visit us at http://www.pinpointglobal.com

Watering-Can

Watering Can® Press creates award-winning children’s books for companies to enhance their brand image, generate PR, and drive sales by connecting with clients, partners, and communities in long-lasting and heart-felt ways. The family-friendly books appeal to adult consumers by supporting them and their loved-ones on topics like grieving, healthy choices, being green, special needs, financial literacy and more. Our books are shared in many ways (given to clients, prospects, and/or stakeholders at seminars or events or at touch-points; used in cause marketing, and more). Customized versions make lasting impressions with branded keepsakes that remain in homes for years. NEW book to serve military families is now available! New APP versions books are also available for licensing and social media efforts. Visit us at: http://www.wateringcanpress.com


SPONSORS
Adobe

Adobe is changing the world though digital experiences. We help our Financial services customers develop and deliver high-impact experiences that differentiate brands, build loyalty, and drive revenue across every screen, including smartphones, computers, tablets and TVs. Adobe solutions are used daily by millions of companies worldwide — from publishers and broadcasters, to enterprises, marketing agencies and household-name brands. Building on our established design leadership, we enable customers to make great content, and to manage, measure and monetize it for maximum impact. For more information, visit http://www.adobe.com/industries/financial-services.html
Baier Consulting International

The financial services industry has been plagued with poor retention for decades. Even in the best countries, the four-year retention tends to be around 11 percent. Studies have demonstrated that even a 1 percent increase in this number can result in millions of dollars to a company. Retention and higher productivity not only mean substantially more income to agents and managers; more importantly, this will mean a better-served public with greater financial security.

BCI provides coaching and consulting to companies, agencies, managers, and advisors in financial services. Programs include strategic planning with tactical applications for all levels, moving experienced advisors to the next level, improving retention for new advisors, developing leadership presentations, coaching, maximizing effectiveness of the 25-Point System, and personal coaching for managers and advisors, linking personal and business goals. Visit us at www.baierconsultinginternational.com

IMN

Insurance Meeting Network is a hotel representation and marketing firm that works exclusively within the Insurance and Financial industry. For 18 years IMN has partnered with National Chains, Preferred Hotel Group and travel companies to host receptions at both the Distribution and Annual Conference. IMN hotels are located in Mexico, Bahamas, Ireland, Europe and Asia along with five star US resorts. We partner with you on your meetings to find the right hotel and we work with you though out your program to make sure it is perfect! Visit us online at http://www.industrymeetings.com
Meet Sunny

Meet Sunny in a dynamic South Florida destination where warmth and beauty, awe-inspiring venues and an array of experiences result in memorable events. From a luxury beach hotel or a destination resort to the 600,000 sft.LEED® Gold Certified Broward County Convention Center groups of all sizes will be delighted. Let our team of local experts find the right hotel, resort, venue or service provider in our area. Step up to a fresh perspective. Meetings shine brighter here, and so will you. Learn more at http://www.sunny.org/meetings
Vivo Mobile

Vivo Mobile’s software platform for on-boarding and developing Advisors helps Field Managers attract, develop and retain digital-age producers by integrating innovative activity management concepts and skill development tools, in an environment that inspires self-management and accountability. Modeled after Vivo Co-Founder and GAMA Hall of Famer John Baier’s industry-renowned 25-Point System, Vivo includes gamified features like leaderboards, as well as a collaborative, team-based social media feed, providing a framework for the more engaging onboarding and development experience sought by today’s New Advisor. Visit us at www.vivomobileinc.com
Yext

Yext puts business on the map with the award-winning Location Cloud. We enable companies of all sizes to manage location data across their websites, mobile apps, internal systems, and the industry’s largest ecosystem of maps, apps, social networks, directories, and search engines including Google, Apple, Facebook, Bing, and Yahoo. Learn more about how we help people go places at yext.com.

EXHIBITORS
American-College-160

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 www.theamericancollege.edu
dist_180

Distribion is a leading provider of SaaS, cloud-based distributed marketing communications software. The DMP, Distribion's signature product, enables organizations to more efficiently manage and measure their distributed, multi-channel marketing strategies with a single integrated platform while optimizing lead and customer engagement.

This 360 corporate marketing automation solution also empowers local sales or marketing agents to access, personalize and send pre-approved brand campaigns. Packaged in a user-friendly interface, marketers now have a single, accessible platform to house all marketing assets, execute end-to-end marketing campaigns and measure impact with real-time analytics and reporting tools. Visit our website, www.distribion.com

EquiSoft_190

Founded in 1994, EquiSoft offers innovative business solutions to its clients in the insurance and wealth management industries to support their growth by taking advantage of new technologies. The firm develops and markets innovative front-end applications (InsuranceElements and WealthElements) recognized as having industry-leading user interface and state-of-the-art technology, in addition to being an Oracle OIPA integration partner for more than 15 carriers globally. To complete this unique offering, EquiSoft also brings extensive experience in data migration through its subsidiary, Universal Conversion Technologies (UCT). Recipient of the 2016 Outstanding Service Provider Award by Wealth Professionals and finalist for the 2016 Outstanding Service Provider Award by Insurance Business, EquiSoft has a growing team of nearly 250 specialized resources based in Canada, the US, Latin America, South Africa and India. The firm is currently implementing life insurance systems in six countries. www.equisoft.com/insurance
FSEdNet

The Financial Services Educational Network (FSEdNet) (pronounced “Fizz-Ed-Net) develops the skills, the habits and the knowledge of understanding, which turns potential into reality. FSEdNet is a virtual, on-demand, video based training platform designed to launch, retool and re-energize all levels of associates in the financial services industry. Self-study or facilitator led course work with fill-in-black worksheets, which complements any company's training or sales system. Designed to provide the Missing Link in today's development curriculum with a step by step coursework to build confidence through competence. Also provides an immediate online reference resource with over 200 individual sessions and over 40 hours of fundamental information divided into three disciplines of success. This cost-effective, time-efficient way will increase productivity thus retention. For more information please visit us at www.info.FSEdNet.com
illustrate inc

illustrate inc is an industry leader in the provision of innovative technology solutions to insurance and financial service professionals throughout North America. Our OPUS solution set, provides fast, easy access to life insurance and financial service products harnessing today’s mobile technology, modular design and device independence. Advisors can increase their productivity by taking advantage of sales support tools like needs analysis, product quotes, basic to advanced concepts, illustrations, electronic applications and more. With clients in Canada and abroad, illustrate inc continues to evolve to anticipate and meet the changing needs of the insurance and financial services industries. www.illustrateinc.com
InsuranceTechnologies

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 https://www.insurancetechnologies.com/
Intellect SEEC

Intellect SEEC provides an extensive portfolio covering distribution, underwriting, claims and servicing. We have partnered with the smallest to the largest insurers across the globe. We believe that while the underlying business of insurance is complex, leading edge technology should be deployed without interruption, making user experience intuitive and simple.
Majesco

Insurance business transformation is a journey of change and revitalization, a Renaissance of Insurance. Over 150 insurance companies worldwide in P&C, L&A and Group/ Employee Benefits are transforming their businesses with Majesco’s solutions. Our market leading software, consulting and services uniquely underpin the entire insurance value chain and empower insurers with the agility, innovation and speed needed to meet their transformation opportunities head on. Majesco’s solutions include policy management, new business / underwriting, rating, billing, claims management, distribution management, BI/ analytics, predictive modeling, digital platform with mobile and portal, testing services, cloud services, bureau and content services, transformation services, consulting services and more. For more information visit www.majesco.com
Qlik

Qlik® delivers intuitive platform solutions for self-service data visualization, guided analytics applications, embedded analytics and reporting to approximately 40,000 customers worldwide. Companies of all sizes, across all industries and geographies, use Qlik solutions to visualize and explore information, generate insight and make better decisions. At Qlik, we optimize Business Intelligence (BI) by harnessing the collective intelligence of people across an organization. We focus on empowering people — by enabling everyone in an organization to see the whole story that lives within their data. Visit us at www.qlik.com
Se2

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 www.SE2.com
STC

Securities Training Corporation (STC) was founded in 1969 to address the training needs of the securities industry. In 2014, STC celebrated 45 years of financial industry training. In 2017, we continue to offer the highest quality service with superior content, while developing innovative products to meet our clients’ needs. In addition to live and virtual classes, we offer On-Demand lectures in an MP4 format that students can review at their convenience. Our Study Manual is available in an eBook format, so students can review our material on the go. We are also near completion of our mobile app that will conveniently sync with students’ STCI Homerooms. Our Insurance Prelicensing courses are available in all 50 states. We customize Annual Compliance Meetings and develop Firm Element and Regulatory Element training materials to meet Continuing Education requirements. To maximize our accessibility to clients, STC is active on 10 social media outlets. Visit us at www.stcusa.com
Vertafore’s Sircon

Vertafore’s Sircon solutions reduce compliance risk by helping organizations more efficiently and effectively manage the producer/advisor lifecycle. We do this by proving a complete set of services to maintain selling/servicing credentials and relationships.  Visit us at www.vertafore.com
VUES

VUE Software is a single scalable platform built from the ground up for Insurers, MGAs, FMOs, IMOs, and Insurance Distributors who have outgrown their current tools and require greater automation for producer administration and sales processes. Founded by CSSI over two decades ago, VUE Software offers configurable solutions to meet the unique needs of the Life and Annuity, Health, and Property and Casualty markets. The company leads the Distribution Modernization movement and provides insurance organizations a solid path to revenue growth and competitive advantage, supporting multiple product types, distribution channels, and hierarchy types.  Visit us at www.vuesoftware.com