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Elite Strategic Partners

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

To grow the market and connect meaningfully with customers requires going beyond a simple, digital customer journey. Evolve the customer experience with a platform that educates, supports and rewards users at every stage of their life journey. Whether you're at the beginning of your digital transformation or you already have a modern fully digital technology stack, Life.io is purpose-built to take your engagement to the next level. Visit us at: https://life.io/

We give your teams the tools they need to compete in a digital age. Visit us at: https://mindsetdigital.com/

Strategic Partners

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 and designed to make ordinary distribution extraordinary. 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

Diamond Sponsors

To succeed, insurers need to transform with more nimble systems and processes, innovative business models, and meaningful connections to the end policyholder. These are prerequisite for future industry leadership. The IBM Global Insurance team works with each of the top 100 carriers worldwide to bring innovative capabilities, industry expertise, and global delivery presence to realize this vision. For more information about IBM Insurance solutions, please visit: https://ibm.com/insurance.

Multi Image Group has been making experiences – innovative, unforgettable, award-winning – since 1979. We’re women-owned and family-run. We consistently deliver the team, tools, and tactics our clients need to tell their brand story in ways that move hearts, move minds, and ultimately move the needle. We’re all about continuous collaboration and communication. With clients. And with each other. That’s why you’ll find our 140+ technical experts, creative visionaries, and media mavens cross-pollinating under one roof in our Boca Raton HQ. MIG provides you with a full spectrum of services to elevate your brand. Our strategic consultation ignites ideas and polishes performance. Our face-to-face event services make moments memorable, meaningful, and actionable. Our scenic & exhibit designs create environments that resonate and amplify your brand. Our digital development and motion graphics lab energize your story across multiple media platforms. And our HQ also includes a warehouse full of next-gen tech for all your AV and staging needs, a scenic and fabrication shop, a 34’ x 40’ cyclorama photo studio, and our own in-house print shop.

Let’s be Experience Makers together.

Visit us at http://mig.cc/

As the 3rd largest life and annuity TPA in the U.S., NTT DATA is the insurance industry’s best kept secret. We administer more than 5 million insurance policies, with 10,000+ experienced global insurance professionals and six global BPO delivery centers. We help more than 100 insurance clients innovate and grow while reducing costs in the areas of digital transformation, application modernization, digital platforms, new product and market introductions, open and closed block outsourcing, fixed/variable annuities, claims transformation, customer and agent centricity, data and analytics, AI/ML, regulatory compliance, white hat cybersecurity services and Flux7 cloud services. Visit us at: www.nttdataservices.com/insurance

Ruby Sponsors

We’re Brighthouse Financial, a company established by MetLife. We are on a mission to help people achieve financial security. We specialize in offering products that play an essential role in helping people protect what they’ve earned and ensure it lasts. www.brighthousefinancial.com

With more than 190,000 people, Capgemini is present in over 40 countries and celebrates its 50th Anniversary year in 2017. A global leader in consulting, technology and outsourcing services, the Group reported 2016 revenues of EUR 12.5 billion. Together with its clients, Capgemini creates and delivers business, technology and digital solutions that fit their needs, enabling them to achieve innovation and competitiveness. A deeply multicultural organization, Capgemini has developed its own way of working, the Collaborative Business Experience™, and draws on Rightshore® its worldwide delivery model.

Our (IBAS) Integrated Business Administrative Services platform is built on a wealth of industry and technology experience. We have been providing TPA services to the insurance industry for over 20 years and have highly skilled and experienced consultants with an average tenure of over 10 years. As one of the largest independent TPAs licensed to do business in all US states, Capgemini via CHCS Services Inc., is currently responsible for administering over 3.5 million policies, managing over $800 million in premiums in the US annually. Learn more about us at www.capgemini.com

Epsilon is a leader in interaction management, empowering brands to transform ordinary customer experiences into meaningful, human experiences. Our connected suite of products and services combine leading-edge identity management, industrial strength data and technology expertise with big brand acumen gained over five decades working with the industry’s top brands. Our human-powered, data-led marketing delivers unmatched depth, breadth and scale to help brands turn meaningful human interactions into exceptional business outcomes. Epsilon employs over 8,000 associates in 87 offices worldwide. For more information, visit www.epsilon.com. Follow us on Twitter at @EpsilonMktg. Epsilon® is a trademark of Epsilon Data Systems, LLC or its affiliated companies.

Vitech is a leading provider of insurance administration software. Our V3® software helps organizations improve operations, expand service offerings, support growth, modernize and consolidate systems, and better respond to ever changing market demands. The platform offers quoting, billing, policy admin and claims functionality in a single solution. V3 can be deployed as a complete suite of functionality, as individual modules, or as any combination of modules. It supports a wide array of health, life and annuity products for both group and individual offerings, and can be deployed on-premise or in the public cloud via Vitech’s V3locity™ Service. V3locity is a revolutionary V3 offering that pairs the power of the award-winning V3 software with the scalability, security, agility and reliability of the public cloud. For more information, please visit www.vitechinc.com

Sapphire Sponsor

State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. With $28 trillion in assets under custody and administration and $2 trillion* in assets under management as of June 30, 2016, State Street operates in more than 100 geographic markets worldwide, including the US, Canada, Europe, the Middle East and Asia. For more information, visit www.statestreet.com.

* Assets under management include approximately $40 billion as of June 30, 2016, for which State Street Global Markets, LLC, an affiliate of SSGA, serves as the distribution agent.

Exhibitors

Accenture is a leader in the market, helping carriers innovate and grow by applying today’s most modern new business and policy administration capabilities using the Accenture Life Insurance & Annuity Platform (ALIP) and an advanced portfolio of digital solutions. ALIP’s architecture is designed using containers and microservices for optimal cloud performance and delivery flexibility including: cloud, on-premise or a cutting-edge Platform-as-a-Service model. And with today’s abundance of data, carriers can rely on Accenture’s Life & Annuity Analytics — the industry’s first standalone business intelligence and predictive analytics solution with out-of-the-box use cases and insights exclusively for life and annuity carriers. Accenture.com/lifeandannuitysoftware

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 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

Assurance partners with insurance carriers and national distributors to provide next-generation digital sales and data acceleration platforms that make selling insurance simpler, more profitable & a better customer experience.  Our sales and data acceleration platform, Ensight™, helps insurance carriers and distributors capitalize on internal and external data sources, build transformational digital business models and create new customer-centric digital journeys.  The Ensight™ sales acceleration suite addresses the pain points of the life insurance sales journey, from interactive proposal visualization and real-time distribution analytics to intelligent quoting, AI-based product analysis and SalesForce™ integration. Visit us at www.assuranceapp.com

Broadridge, a global fintech leader with $4 billion in revenue, provides communications, technology, data and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, optimizing efficiency and generating revenue growth. Our flexible suite of solutions  including document composition, print and digital delivery, archival and analytics  reduce costs, deliver insights and satisfy growing consumer demand for omni-channel communications. Reaching more than 80 percent of North American mailboxes with essential communications on behalf of 5,000+ brands, we are uniquely positioned to drive innovation and help clients get ahead of today’s challenges and capitalize on what’s next. www.broadridge.com

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.

dacadoo is a global technology company that is driving the digital transformation in life insurance. Based in Zurich, Switzerland, dacadoo strengthens health and wellbeing through active engagement and artificial intelligence. dacadoo develops and operates a mobile-first digital health engagement platform that helps people live healthier, more active lives. Based on over 200 million person-years of clinical data, its patented, real-time Health Score makes health individually measurable. The Health Score’s underlying risk calculations include all-cause mortality and the risks of acquiring most major diseases, which can be used to dynamically underwrite members and recognize cross-sell and upsell opportunities. Available in over 12 languages, dacadoo’s technology is provided as a fully branded, white-label solution or it can be integrated into customer products through its API. dacadoo's customers include health and life insurance companies, as well as large and mid-sized employers for health promotion in the workplace. For more information visit www.dacadoo.com

Discovery Data provides extensive information on all firms and over 725,000 professionals in the financial services industry and 1.8 million insurance agents. Our online tools and weekly updates allow you to search, view and export in-depth, up-to-date profiles with hundreds of data points such as business and home addresses, phone numbers and emails, titles, advisor teams, licenses, carrier appointments, firm registration history and much more to assist your recruiting, sales and marketing efforts.

To learn how Discovery Data can help you identify, reach and do business with firms and professionals throughout North America, visit www.discoveryco.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

Founded in 1994, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. Recognized as a valued partner by over 50 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and a unique data migration expertise. The firm’s industry-leading products include a comprehensive SaaS policy administration solution, CRM, financial needs analysis, asset allocation, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s main global partner for the Oracle Insurance Policy Administration platform. With its business-driven approach, deep industry knowledge, state-of-the-art technology, and over 450 specialized resources based in the USA, Canada, Latin America, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. Website: 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/

Hootsuite is the most widely used platform for managing social media, loved by over 16 million people around the globe and trusted by more than 800 of the Fortune 1000. Hootsuite Enterprise empowers organizations to execute business strategies for the social media era. With Hootsuite, you can build and manage your brand, strengthen relationships with clients, empower your advisors with social selling, and mitigate social media risk. Our versatile platform supports a thriving ecosystem of social networks complemented by 250+ business applications and integrations, allowing you to integrate social across your organization. Visit us at https://hootsuite.com/financial-services

Insurance Technologies provides 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 through e-application, to post-sale services, our solutions provide the key sales components to create an automated and cohesive sales journey across all lines of insurance, retirement and investment products, empowering sales. Insurance Technologies is headquartered in Colorado Springs, CO and is the provider of ForeSight® and FireLight® solutions. For more information, visit www.insurancetechnologies.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/

NEOS is a recognized leader in helping global Insurance and Financial Services organizations drive transformative change. Specializing in Life, Annuities, Retirement, Employee Benefits, Property and Casualty, and Wealth Management, NEOS provides management consulting and delivery services that enable clients to solve strategy, distribution, operations, data, and technology challenges. For more information about NEOS, visit www.neosllc.com

PaperClip is a leader in the financial services industry providing paperless solutions while enabling compliance.  Amongst those services are VCFSeries document management, Internet eXpress document exchange, eM4 compliant email encryption, and our newest service Mojo for Big Data processing.  Mojo is a Platform as a Service born in the Cloud to engage a Crowd Source workforce for Big Data processing. The ability to transcribe, translate and interpretation of Big Data faster and more accurate than ever before is a killer app. Mojo offers four unique services: Forms Classification, Handwriting Recognition, Shredded Data Storage, and Communications.

One vendor with 27 years in business that focuses on your goals of going paperless. www.paperclip.com

Sapiens International Corporation empowers insurers to succeed in an evolving industry. The company offers digital software platforms, solutions and services for the property & casualty; life, pension and annuity; reinsurance; financial & compliance; workers’ compensation and financial markets. With more than 35 years of experience delivering to over 500 organizations globally, Sapiens has a proven ability to satisfy customers’ core, data and digital requirements. Our portfolio includes policy administration, billing and claims; underwriting, illustration and electronic application; reinsurance; and decision management software. Sapiens’ digital suite features customer and agent portals, and an advanced analytics solution. Sapiens’ team of over 3,300 operates through our fully owned subsidiaries in North America, the United Kingdom, EMEA and Asia Pacific. For more information: www.sapiens.com.

SE2, an Eldridge Industries business, is a leader in technology-driven third-party administration services for the U.S. life and annuity insurance industry. SE2 has a proven track record in delivering platform led transformations for the life and annuity insurance industry. SE2 uniquely combines the maturity and peerless industry knowledge of its 125+ years of life insurance industry heritage with its end-to-end digital platform to enable the rapid launch of new and innovative products through existing 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. Visit us at: https://se2.com/

Founded in 1992, UCT is recognized as the only North American company dedicated to life insurance data migration. An Equisoft subsidiary, UCT is a one-stop partner and solution provider for data analysis and auditing, data cleansing, conversion, balancing and reporting. The firm specializes in complex, high-volume data conversion projects that frequently involve multiple source and target systems. UCT also offers its advanced proprietary data conversion toolset (DCA) under licensing agreements. Having successfully completed over 200 migration projects for hundreds of insurance companies and policy admin vendors, UCT has developed a unique expertise, methodology and technology stack that dramatically reduces the costs and risks associated with data migration projects. Website: www.uctcorp.com/en

Veritas is a technology integration and fulfillment provider for the insurance and financial services markets.  We augment your workflow with a proven platform to integrate, produce, and deliver complex and targeted communications from your CRM and marketing automation systems. Products include App Builder, Book Builder and Superfulfillment.   Learn more at www.meetveritas.com and www.rrd.com