Life.io is a leading customer engagement technology firm that helps companies accelerate the development of their end-to-end digital client experience with the Life.io Solution Suite: Grow, Engage, Empower and Insights. Our state-of-the-art digital suite integrates powerful engagement across the client lifecycle to reduce friction, convert sales and optimize results. Visit us at: www.life.io
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
Today’s clients are not just more distracted. They are more distant and distressed. How do you capture attention and drive sales? At Mindset Digital, we show you how to: • Write for action: We redesign everything from your emails and website content to news releases and compliance letters. • Present with power: We transform old-school sales presentations into highly visual, high-impact talks. • Develop a compelling online presence: Our LinkedIn Executive Makeovers and training help you connect with clients — virtually. Our award-winning team has provided training and consulting to more than 250,000 professionals in major insurance and financial firms around the world. Beyond training your teams, our specialists can do all the heavy lifting for making sure your messaging is clear and compelling. You’re looking to communicate with clarity and impact. We’ve got you covered. Visit us at: https://mindsetdigital.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.
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
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.
Adrea Rubin Marketing is a direct-to-consumer agency with a Different View. Our integrated marketing strategies help our clients amplify their reach, Capture new customers and Grow leads into sales. The firm’s customized solutions driving business growth include real-time lead generation, data procurement, competitive insights, modeling, acquisition and retention strategies, and creative consultation.
We know Insurance. Our 30 plus years of expertise in the insurance industry are unparalleled. Adrea Rubin Marketing creates strategies for Direct to Consumer, Producer, and Affinity distribution channels. We are a licensed Life and Health Insurance Marketing Agency. Our strategies and execution help generate new premiums. We have worked with over 40 different carriers. Our campaigns have generated over $100 million in premium. Engage with us to make your complex challenges simple.
With our “Think Different” approach we challenge the conventional with unconventional thinking. Adrea Rubin Marketing is independent, privately owned, and certified by WBENC as a woman-owned diversity vendor. www.adrearubin.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.
Founded in 1971, Claritas provides powerful consumer segmentation analysis for marketers. Claritas’ proprietary segmentation algorithm and differentiated access to data sources provide unique insights to businesses regarding their marketplace and consumers. Through Claritas’ core segmentation solutions, you can better understand where your consumers live, work, play, and shop for more effective and efficient marketing online and offline. Visit us at www.claritas.com or www.mybestsegments.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/
Founded in 2007, CSG Actuarial started as an actuarial consulting firm that focused primarily on product development services. With a fine-tuned understanding of the insurance marketplace and a knack for building quality insurance products, the CSG Actuarial team began compiling premium Medicare Supplement rate data and were able to transform a colossal amount of data into an easy-to-use, unbiased online quoting tool.
Flash forward 10 years, CSG Actuarial has experienced exponential growth. The online quoting tools have expanded to the Medicare Advantage, Final Expense Life, Senior Dental, and Hospital Indemnity markets, with even more products in the works for 2017. The actuarial consulting side has remained the foundation of the business, working with some of the top insurance and reinsurance companies across the country. Both aspects of the business have grown to make CSG Actuarial the most comprehensive, all-in-one Senior Market support tool for insurance agents, agencies, and companies everywhere. Visit us at www.csgactuarial.com
At Mintel, we help the world's leading brands benefit from the evolving marketing landscape to achieve business success. From company, brand and product strategies to communications and performance bench-marking, we analyze the competitive landscape in thousands of distribution channels and markets. That means that we don’t just know what’s happening now, we understand what’s coming next and how your need to react to gain or maintain that crucial competitive edge. For more information, please visit www.mintel.com.
PMX Agency leads with an insight-driven, consumer centric approach to marketing. With a history steeped in performance and brand marketing, PMX Agency combines an intuitive knowledge of the customer experience with customized, scalable research and data-driven strategies across paid, earned, and owned programs. With a client list of leading global brands that spans key verticals, including Retail, Financial Services, Education, Publishing, Technology, Nonprofit and B2B, PMX Agency continues to grow its reputation as the industry’s most critical thinkers and leaders. PMX is a proud member of the Stagwell Group, a collaborative group of agencies who are out to “reinvent the holding company” according to the Wall Street Journal. www.pmxagency.com
Taylor provides the graphic arts industry’s broadest array of products and services, with technology platforms designed to facilitate customer access to each. Our breadth of offerings equips us to support the complex, omnichannel communications needs of customers in a variety of vertical markets.
We work on behalf of many of the world’s leading brands including a who’s who list of the largest insurance companies, healthcare providers, banks, retailers, restaurant chains, manufacturers, and more.
In doing so, we have acquired deep expertise in each of those industries and continuously seek new ways to apply that knowledge to the myriad challenges facing our customers. The result is a single-source communications partner who can offer your organization unmatched insights across every consumer touchpoint – streamlining communications delivery and protecting brand integrity along the way. www.taylor.com
Vital Findings is a market research and consulting firm focused on custom research that delivers action, working with Fortune 500 clients including MetLife, Starbucks, and T-Mobile. We are the leaders in visual design for research, both to improve quantitative data accuracy and to create insights deliverables that demand attention. Our insurance and employee benefits group specializes in bringing the latest methodologies to consumer, broker, and sponsor research, including needs-based segmentation, digital ethnography, mobile qual and quant, and visual surveys, and the latest information visualization techniques to the boardroom, such as insights workshops, infographics, and video reporting. Visit us at www.vitalfindings.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.