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Our 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.

Hearsay Systems offers the Hearsay Advisor Cloud for financial services, digitizing painful manual processes and freeing up advisors to provide proactive, timely service for clients. Hearsay’s pre-built industry workflows for insurance and wealth management provides one-click actionable suggestions for advisors to engage with clients efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Built for the enterprise, Hearsay Systems connects these advisor-client interactions and data to corporate CRM systems and digital marketing programs and provides efficient compliance supervision and review workflows — all on a secure, enterprise-ready platform. Hearsay Systems is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance firms. The company is headquartered in Silicon Valley with locations throughout North America, Europe and Asia. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog. www.hearsaysystems.com

At LexisNexis® Risk Solutions, we believe in the power of data and advanced analytics for better risk management. With over 40 years of expertise, we are the trusted data analytics provider for organizations seeking actionable insights to manage risks and improve results while upholding the highest standards for security and privacy. Headquartered in metro Atlanta USA, Lexis Nexis Risk Solutions serves customers in more than 100 countries and is part of RELX Group, a global provider of information and analytics for professional and business customers across industries. For more information, please visit https://risk.lexisnexis.com/insurance.

Identity matters and it’s time to talk about it.  As marketers, we need to be relevant all the time and Neustar can help you do just that.  We’re your authoritative source for accurate identity information with privacy-by-design at its core.

In today’s complex marketing ecosystem, consumer information changes rapidly.  Built on Neustar PlatformOne™, we enable activation of customer and media intelligence in real time so that agencies and brands have a comprehensive, up-to-date portrait of customers and prospects. By linking online consumer interactions with offline authoritative datasets, you can use a single identity across all channels and devices in order to understand your best consumers, create a personalized experiences, and drive an increase in reach and sales.   More information is available at www.neustar.biz.

Our Exhibitors

Adrea Rubin Marketing is a direct marketing agency. For the past 30 years, the company provides integrated marketing solutions for customer acquisition, retention, and retargeting. We specialize in the insurance sector, and create strategies for the direct to consumer and agency distribution channels. The firm’s services include marketing strategy, data and analytics, media placement, competitive intelligence, multichannel acquisition, creative consultation and call center management. Adrea Rubin Marketing is certified by the Women’s Business Enterprise National Council (WBENC) as a diversity vendor. www.adrearubin.com

Competiscan tracks your competitors’ direct/digital marketing activity. We are a full-service, market intelligence research and insights firm. Competiscan enables our clients to study communications activity by industry, competitor, and segmentation characteristics. Media channels tracked include Direct Mail, Email, Display, Video, SEM, Print, and Social Media. Competiscan clients utilize our web-based search facility to help them understand what our longitudinal/omni-channel panels of consumers, business owners, advisors, and producers are receiving in all of the product verticals. Visit us at: https://www.competiscan.com/

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/

The Center for Strategy Research (CSR) is an award-winning pioneer in technology-based content analysis. Since our founding 40 years ago, our transformative approach has delivered the benefits of both qualitative and quantitative methodologies. Particularly effective with high-value audiences, we are expert moderators across all kinds of qualitative exchanges, including IDIs, focus groups, executive communities, panels, and social media. We are known for our ability to encourage critical decision-makers to share what’s most important to them; our hybrid methodology, which enables the capture of complex ideas and rigorous analysis of results; and our custom panels, which provide unique ways to understand and improve upon customers’ experience. Our collaborative team members leverage decades of experience in the insurance sector to provide flawless execution of our clients’ most sensitive and high-visibility engagements. Call us when you seek compelling, practical, and actionable insights from your most valuable customers and prospects, including executives, broker/distributors, and affluent consumers. www.csr-bos.com.

Greenwald & Associates is a full-service market research firm with subject matter & research expertise in employee benefits, healthcare and financial services. Our expertise means we design research with deep understanding of your needs, provide strategic-level insights, and help you connect the dots. www.greenwaldresearch.com

Expert in both digital and traditional direct marketing, KBM Group helps insurance companies manage, analyze and optimize marketing data to engage more effectively with their customers and prospects. We use a combination of data, analytics, strategy and technology to drive relevant communication and actions throughout the customer lifecycle. Visit us at www.kbmg.com

MaritzCX™ believes organizations should be able to see, sense and act on the experiences and desires of every customer, at every touch point, as it happens. The company helps organizations increase customer retention, conversion and lifetime value by embedding customer experience intelligence and action systems into the DNA of business operations. Ultimately, we want to be your preferred customer experience outcomes partner. The company specializes in solutions for key industries, including automotive, financial services, technology, B2B, healthcare, retail, and many more. MaritzCX is the combination of the Allegiance award-winning CX platform and Maritz Research strategic consulting services. www.maritzcx.com

Mintel Comperemedia provides strategic solutions for businesses looking to advance their direct marketing strategy. By tracking mail, email, print, online and mobile advertising targeted at consumers, small businesses and insurance agents, Mintel Comperemedia allows users to review trends and competitive strategies across multiple industries. Our unique analysis and insight into the market from in-house industry experts provides critical information to help businesses stay ahead of the competition. Visit us at: www.mintel.com

With its direct and digital businesses, Paradysz + PM Digital's core capabilities are based in a data-driven approach to understanding, targeting, acquiring, cultivating and optimizing customer value for its clients. Through comprehensive experience in multiple media channels, including search, social, display, email, direct mail, print and insert media, as well as strategic and creative web development capabilities, the company leverages proprietary research tools and an obsessive focus on performance to help clients make the most informed marketing decisions. With a client list that's a "Who's Who" of nonprofit and commercial organizations, Paradysz + PM Digital have continued to grow their reputation as some of the industry's most critical thinkers and leaders. Visit us at www.paradysz.com

Radius Global Market Research guides global and industry leaders in solving their most complex issues in development, marketing, and communications. We design custom quantitative and qualitative approaches for one single focus: To deliver better business results for our clients.  

Radius has partnered with leading Financial Services organizations in Banking, Insurance, and Investments.  We understand the unique nature of customer needs and expectations and the inherent challenges these create for category-specific product developers and marketing/communications strategists. 

Contact Glenn Staada at 609-917-3420, extension 1001 to discuss how Radius may be able to support your brand growth initiatives.  Visit us a radius-global.com

Taylor is one of the largest privately held companies in the United States. Our family of over 80 companies provides a diverse set of customer communication products, services and technologies. We empower businesses to build memorable brands and operate effectively and efficiently. Everything we do begins with identifying the unique priorities and needs of our customers and creating one-of-a-kind solutions.

As one of the top 3 Marketing Communications Companies in in North America, Taylor has helped millions of customers maximize their success, from Fortune 1000 companies to smaller businesses.  Visit us at www.taylorcorp.com.

Thoroughbred Research Group is a full-service research firm with the knowledge, tools and expertise to help insurance companies attract and retain customers. We excel in identifying the key drivers of choice (purchase) and satisfaction, coupled with the emotional drivers that are involved. We help companies mitigate risk as they launch and market their products and services. Thoroughbred has the infrastructure, experience, and outstanding management to conduct every phase of the most complex, multi-mode survey projects, by offering extensive capabilities in all quantitative and qualitative research methodologies. We deliver metrics and insights that drive real world results.

Visit us at www.torinc.net for more information and contact us at 502.276.5503 for a quote on your next research study.  Consultative. Trusted. Dependable.

SIM Partners’ Velocity platform empowers enterprise insurance brands to maximize digital marketing results at a local level. Through local marketing automation, Velocity optimizes location-specific content and business information enabling multi-location marketers to dominate local, mobile and social search results for hundreds or thousands of locations. SIM Partners provides a full suite of scalable and automated digital marketing technology, anchored by automated local marketing SaaS solutions, Velocity and Velocity Social©. SIM Partners has offices in Chicago and San Francisco and authorized resellers in Australia, Germany and Italy. For more information, visit www.simpartners.com.

Zeldis Research is a boutique, full service research firm with 25 years of experience in the insurance and financial services industries. We have experience in both quantitative and qualitative research with a variety of audiences including consumers, agents and brokers, HR/Benefits Managers, financial advisors, and healthcare professionals.  We work with many of the industry leaders on a variety of topics including concept/materials evaluation, loyalty/customer satisfaction, branding and advertising, and PR/public opinion research. Visit us at www.zeldisresearch.com.