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Retirement Industry Conference

2017 Retirement Industry Conference - Sponsors and Exhibitors

SPONSORS
Cannex

CANNEX supports the exchange of pricing information for annuity and bank products across North America. We provide financial institutions with the ability to evaluate and compare various guarantees associated with retirement savings and retirement income products. Services in the U.S. include:

  • Evaluation and comparison of annuity guarantees and performance (Income Annuities, Variable Annuities, Indexed Annuities, and Fixed Rate Annuities)
  • Consulting services supporting optimization and allocation of retirement income portfolios

Visit us at www.cannex.com

Hannover Re

Hannover Life Reassurance Company of America (Hannover Re US) is the North American life and health reinsurance subsidiary of the Hannover Re Group. Hannover Re, with gross premium of around EUR 16.4 billion, is the third-largest reinsurer in the world. It transacts all lines of property & casualty and life & health reinsurance and is present on all continents. Established in 1966, the Hannover Re Group today has a network of more than 100 subsidiaries, branches and representative offices worldwide. The rating agencies most relevant to the insurance industry have awarded Hannover Re very strong insurer financial strength ratings (Standard & Poor's AA- "Very Strong" and A.M. Best A+ "Superior"). Visit us at www.hlramerica.com
S&P Dow Jones Indices

S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has become home to over 1,000,000 indices across the spectrum of asset classes that have helped define the way investors measure and trade the markets. S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. For more information, visit www.spdji.com.


EXHIBITORS
Accenture

Accenture Life and Annuity Software — Accenture’s life and annuity software delivers solutions that propel carriers into today’s hypercompetitive digital market. The Accenture Life Insurance & Annuity Platform (ALIP), with its robust functionality, advanced architecture and superior product configuration capabilities, helps our clients accelerate product introduction and enhance customer satisfaction. Implement ALIP as an end-to-end solution or individual components, on-premise or in the cloud. Advance your digital agenda. Integrate with a growing insurance ecosystem and apply progressive technologies, including personalized digital communications, portals, analytics and mobility. Visit www.accenture.com/lifeandannuitysoftware
CapitalRock

CapitalRock was founded in 2007 and develops sales analytics and product selection technology for the financial services industry. In light of the current regulatory environment, CapitalRock has enhanced its annuity selection tool and added a Retirement Income Profiler Capability to help with product selection to meet the best interest standard. CapitalRock Solutions have been widely adopted across the industry by large banks, broker dealers and insurance companies. Key differentiators for RightBridge systems include our configurable scoring engine and ReasonText™ which explains and justifies the product type solutions to meet the best interest requirement. CapitalRock founders have over 25 years of experience developing financial planning software and compliance technologies. Visit us at http://www.capitalrock.com/
Competiscan

Competiscan tracks your competitors’ direct marketing activity. We are a full-service, market intelligence research firm. Competiscan enables our clients to study communications activity by industry, company, and segmentation characteristic. Media channels tracked include Direct Mail, Email, Mobile, Online Display, Print, and Social Media. Competiscan clients utilize our web-based search facility to help them understand what consumers, business owners, financial advisors, plan sponsors/participants, and insurance producers are viewing in the marketplace. Visit us at www.competiscan.com
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. http://corporateinsight.com/
Infosys McCamish

A leading developer of Insurance platform solutions and services in the insurance and financial services industry, Infosys McCamish delivers the right blend of business knowledge and technical expertise to ensure that your company achieves its growth initiatives and remains competitive. Our solutions improve your Agent and Customer satisfaction, while reducing risk and cost of operations. Our solutions are also poised to launch new products faster, optimize your expense & loss ratios and manage distribution channels rapidly & comprehensively. We offer flexible solutions through our Business Process Outsourcing, Software-as–a-Service, and License models. You can choose from one of these service models or operate with a combination of these models as your company’s needs evolve. Seven of the top ten US Insurers are among our 37 clients across five core businesses — Life Insurance and Annuity Services, Producer Management Services, Retirement Services, Employer Sponsored Services and Functional BPO Services. https://www.infosysbpo.com/mccamish/
LIDP

LIDP has lead the industry in providing innovative solutions for policy and contract administration for over 35 years. Our award-winning solution, TITANIUM, provides STP for nearly every life & annuity product on the market today. JEE portability, scalability, flexibility, and complete SOA enablement. Innovate the core office and enhance customer engagement. www.lidp.com

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 www.mtrustcompany.com
SE2

SE2 is a leading technology and third party administration company focused on the North American life and annuity insurance industry. SE2 has an unmatched track record in optimizing back-office operations to future-proof insurance companies. SE2 combines peerless industry domain knowledge with a leading-edge administration technology platform to help clients launch products rapidly, improve efficiencies, shift to a variable cost model and maximize profits while dramatically improving the customers’ experience. SE2 supports more than 20 direct clients, represents more than 35 carriers in North America and services more than 1,000 life and annuity products. SE2 has approximately $100 billion in assets under administration and has been recognized as an industry-leading innovator. Visit us at www.SE2.com[SE2.com]
Sharp Point Data

Sharp Point Data are leaders in the automation of member communication for the financial services & insurance industries. The company has been providing member communication automation solutions to clients, all over the world, for over 10 years. Visit us at http://sharppointdata.com/
The American College

The American College of Financial Services offers education in Financial Planning, Wealth Management, Retirement Income Planning, Special Needs Planning, and a variety of other topic areas. www.theamericancollege.edu