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
For more than a decade, Hoopis Performance Network has been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Clients in over twenty ﬁve countries throughout the world leverage HPN to help them keep pace with the ever evolving challenges of learning and development in the new normal we’re all experiencing. HPN’s digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. Visit us at www.Hoopis.com.
Pinpoint Global is the recognized leading provider of on-demand, online communications to the financial services industries. 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 www.pinpointglobal.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
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.
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
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 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’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 is the leading Digital Knowledge Management (DKM) platform. Yext's mission is to give companies control over their brand experiences across the digital universe of maps, apps, search engines, voice assistants, and other intelligent services that drive consumer discovery, decision, and action. Today, thousands of businesses including brands like Taco Bell, Rite Aid, and Steward Health use the Yext Knowledge Engine™ to manage their digital knowledge in order to boost brand engagement, drive foot traffic, and increase sales. https://www.yext.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
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
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
FSEdNet now offers three virtual platforms each containing hundreds of videos to grow and develop all levels of your team, employees, producers, and field managers. Imagine the possibilities as you deliver engaging tools and resources to help build each for their tomorrows. Our competency-based learning format provides each a voice in not only what they need but what they want and a choice in when and how they get it. This Focused Activity approach will intrinsically motivate them to close their skill gaps and remind them of things they have just forgotten about. https://hello.fsednet.com/
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
Insurance Technologies is a premier provider of innovative sales and regulatory automation solutions to the insurance and financial services industries. We provide carriers and distributors a suite of integrated sales tools and experiences to better serve advisors, agents and consumers. The unique architecture and flexibility of our solutions deliver front and back-office configurability and usability to support multiple business strategies, encourage cross-channel growth, and evolve with regulatory changes. From pre-sale functions to quoting and illustration through e-application and e-delivery to post-sale services, our solutions provide the key sales components to create automated and cohesive sales journeys across all lines of insurance, retirement and investment products. Insurance Technologies is headquartered in Colorado Springs, CO, and is the provider of ForeSight® and FireLight® solutions. For more information, visit us at: www.insurancetechnologies.com.
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. www.intellectseec.com
Majesco is the Future of Insurance. We provide technology, expertise, and leadership that helps insurers modernize, innovate and connect to build the future of their business — and the industry — at speed and scale. Our platforms connect people and business to insurance in ways that are innovative, hyper-relevant, compelling and personal. Our solutions include CloudInsurer™ P&C Core Suite (Policy, Billing, Claims); CloudInsurer™ L&A and Group Core Suite (Policy, Billing, Claims); Digital1st Insurance™ that includes Digital1st eConnect™, Digital1st EcoExchange™ and Digital1st Platform™ — a native cloud, microservices and open API platform; Distribution Management, Data and Analytics and an Enterprise Data Warehouse. For more information visit: https://www.majesco.com/
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, 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 https://se2.com/ to learn more.
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 technology is driving simpler, smarter insurance distribution for every stakeholder. We are uniquely positioned to help carriers transform their agent experience and streamline their operations to drive growth. Visit us at: https://www.vertafore.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