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Sponsors

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.

Aurea is the technology behind some of the world’s greatest customer experiences, for the largest and most successful brands. Aurea’s platform, engagement and vertical solutions help companies create exceptional, end-to-end experiences for their customers – driving both retention and growth. Aurea’s products include process management, messaging, customer relationship management, email marketing, and collaboration software, as well as industry solutions for retail, insurance, energy and life sciences. Aurea is an affiliate of ESW Capital. More information can be found at www.aurea.com.

Distribion is a leading provider of a 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 or have corporate marketing departments send on their behalf. 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

EarthIntegrate is a pioneer in the field of marketing technology with our Pando platform. Pando is the leading Distributed Enterprise Marketing Platform (DEM+) that provides true sales enablement, marketing automation and content management, all while maintaining crucial approval workflows and compliance requirements.  Instant, online communication has a major impact on the buyer life cycle and simultaneously, regulations have tightened on marketing efforts of those in industries like financial and insurance.  EarthIntegrate solves these challenges with their Pando platform. By providing an always-available technology for distributed organizations to use they can instantly make accessing and circulating materials easier. Even further, marketing materials must be individually relevant, customized and localized for a true competitive advantage. Visit us at www.earthintegrate.com

The Hearsay Client Engagement Platform empowers over 225,000 financial services representatives to authentically and intelligently grow business relationships by guiding and capturing the last mile of digital communications. Over 100 leading financial firms rely on Hearsay to scale reach, optimize engagements, and deliver exceptional service in a compliant manner. Visit us at: https://www.hearsaysystems.com/

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 www.industrymeetings.com

Four-diamond Omni Orlando Resort at ChampionsGate, surrounded by 36 holes of championship golf and 15 acres of pools and recreation, features 720 resort rooms and 49 villas, signature Mokara Spa, seven onsite restaurants, 128,000 sq. ft. of flexible meeting and banquet space, and 70,000 sq. ft. of outdoor event space.  Visit us at http://www.omnihotels.com/hotels/orlando-championsgate

S&P Dow Jones Indices provides iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. We’re the largest global resource for 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 upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered essential in tracking market performance, evaluating portfolios and developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji.

Exhibitors

Acxiom is a customer intelligence company that provides data-driven solutions to enable the world’s best marketers to better understand their customers to create better experiences and business growth. A leader in customer data management, identity, and the ethical use of data for more than 50 years, Acxiom now helps thousands of clients and partners around the globe work together to create millions of better customer experiences, every day. Acxiom is a registered trademark of Acxiom LLC and is part of The Interpublic Group of Companies, Inc. (IPG). For more information, visit Acxiom.com.

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

Captricity’s AI-powered data capture solution extracts and enhances data with 99.5% accuracy from any customer channel — including handwritten documents — and delivers it seamlessly into downstream systems and workflows. Thirteen of the top 20 US life insurers use high-quality, normalized data from Captricity to deliver business insights that increase revenue, lower costs, and drive a deeper understanding of risk. Captricity is headquartered in Oakland, CA. For more information, visit http://www.captricity.com.

EbixExchange supports a broad range of brokerage and clearing firms, insurance agencies and operations centers at over 60 of the leading insurance carriers and their affiliates. Our experienced staff continue to provide the high-quality customer service our clients have come to expect. EbixExchange has considerable real-world experience and proven success with technology and business stewardship. When considering the quality of our service record, long list of satisfied clients, commitment to leadership, experience with multiple implementations, depth of resources and the range of service options available from a single provider, we think you’ll agree that EbixExchange is the best choice for automated life and annuity sales processing. Visit us at: https://www.ebix.com/

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 75 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and some 500 experts based in the USA, Canada, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. www.equisoft.com/en

The Financial Services Educational Network (FSEdNet) 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 new associates to 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.  Over 165 individual sessions and over 30 hours of fundamental and foundational training 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.

Hoopis Performance Network provides digital learning solutions designed to develop the knowledge and skills of financial advisors, firm leaders, and employees/staff at all levels. HPN’s scalable, customizable solutions equip financial organizations with value-added resources to increase productivity and retention of advisors and their teams. Connect with us to learn why over 100,000 financial professionals leverage HPN for their needs in sale effectiveness, practice management, marketing, advanced planning, staff development and more! https://hoopis.com/

Powerful Cloud-Based, Low-Code Solutions
No matter where a Carrier is on their digital journey, or the size and complexity of their business, the OPUS (One Point Unified System) suite of solutions are a perfect fit, adding tremendous value and functionality to any current systems while supporting flexibility for future growth.

www.illustrateinc.com

Keir Educational Resources is a recognized leader in providing the most up-to-date and effective study media for professionals in the financial planning and investment industries. Professional examination study media includes state insurance licensing, securities licensing, CFP® CLU®, ChFC®, CPCU and CE credits. Live classes, virtual classes, online learning management, audio reviews and text programs are available. Student pass rates continue to exceed the national averages. Join the thousands who say “Keir got me through!” Visit us at www.keirsuccess.com

Leap continues to be on the cutting edge, bringing paradigm-changing “thinkware” to millennial advisors and others in our industry. Since last year’s annual meeting we’ve expanded our powerful Leap Cloud Platform to include personal branding, collaboration tools, automated resource analysis, seven new calculators, new reports, expanded capabilities for existing tools and more. Perhaps most important, are our new onboarding resources and new agency programs that make Leap easier than ever before. Visit us at www.leapsystems.com.

The National Association of Professional Agents (NAPA) is dedicated to providing valuable benefits and services to licensed agents working in the insurance and financial services industry in all 50 states.  We offer customized programs through company sponsored plans as well as individual memberships.

NAPA specializes in Errors & Omission insurance and provides access to life, health, wellness, home and auto, plus many other insurance products and discounted business services to meet your professional needs.  Visit us at www.napa-benefits.org

Pinpoint is the recognized leader in web-based compliance and risk management solutions for financial services firms. Pinpoint’s Compliance systems provide online fillable forms and client specific submission and approval workflows. The system supports 22 compliance modules including ADV Part 2 B brochures, OBAs, Advertising Review, and Gifts and Entertainment. Pinpoint’s comprehensive tracking and reporting capabilities provide real-time status of all compliance initiatives and archives all client compliance records in SEC 17-a compliance. Visit us at: https://www.pinpointglobal.com/

Referral Coach International – Referrals and Personal Introductions are more important now than ever before;  for both your agents/advisors and your managers (for recruiting).  Leads are not getting cheaper and, usually, not better.  Yet most advisors/managers dabble in referrals and unnecessarily limit their growth.

Bill Cates and Referral Coach International has been the financial service’s leader in Referral Training for 20 years.  In addition to our live programs, we now offer a suite of Online (LMS) and DVD-based training solutions perfect for rookies (to get them off to a great start) and veterans (to leverage their untapped goldmine of satisfied and loyal clients) and even licensing programs. Our newest program helps your advisors and managers discover, articulate, and communicate their Authentic Value Proposition™ to win more clients and more recruits. www.ReferralCoach.com and www.ReferralCoachAcademy.com

SE2, an Eldridge business, is a life and annuities insurance technology and services firm. SE2 has a proven track record of enabling technology driven transformations. SE2 uniquely combines industry knowledge stemming from its 125+ years of life insurance heritage along with its end-to-end SE2 Aurum® technology platform to enable the rapid launch of new and innovative products through both traditional as well as digital channels. SE2 currently administers nearly 2 million active policies on behalf of its 25+ clients. SE2 has over $100 billion in assets under administration and handles more than 200,000 new business applications annually. Please visit SE2 at www.SE2.com to learn more.

Spinnaker Analytics develops break-through analytical products and decision-making tools for insurance and financial services companies. Our customizable applications utilize robust, powerful algorithms to accurately identify and predict shifts in customer behavior and business trends. Visit us at www.spinnakeranalytics.com

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

StoneRiver has decades of insurance expertise as a customer-driven organization in all facets of the insurance industry. The hundreds of clients using StoneRiver products include insurance companies and agencies, large national carriers, regional insurers, state self-insured funds, and third party administrators. The life insurance market is supported by StoneRiver solutions specifically designed to improve time-to-market, simplify new business acquisition and reduce operational expenses. By implementing the complete framework of life insurance solutions – Life Portraits® Illustrations, LifeApply™ e-Applications, LifeSuite® Underwriting, and ID3 Policy Administration – clients benefit from straight-through processing that aligns everything from application submission, to underwriting and case management, to issuing a claim check. Designed around the core functions of new business, underwriting and policy administration, the StoneRiver solutions may be implemented together or individually. StoneRiver specializes in providing a platform for growth and innovation. Visit us at www.stoneriver.com

Developed at Harvard, Qstream’s mobile sales acceleration platform reinforces critical knowledge and customer-facing skills by engaging agents and producers in a series of fun, Q&A-based challenges delivered directly to their mobile device. In turn, real-time analytics provide actionable insights to help managers identify strengths and target coaching opportunities. Qstream has delivered hundreds of millions of questions in 11 languages, supporting leaders in financial services and insurance, life sciences and technology. Learn more at www.qstream.com

Qvidian provides cloud-based sales execution solutions that enable companies to accelerate sales ramp up time, capture new business, and optimize sales performance by closing the gap between strategy and sales execution. The company’s innovative software and advisory services offer real-time insight to ensure sales teams do what’s needed to win, by driving repeatable methodologies and making the sales organization more agile. With over 1,200 global customers including Dell, Citi, ADP, CA, and Splunk, Qvidian is helping organizations significantly increase their profitable revenues while eliminating waste and reducing costs.  Visit us at www.qvidian.com

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

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: www.wateringcanpress.com

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