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Presenting Sponsor

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/

Elite Strategic Partner

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

Digital Strategic Partner

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

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.

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

Exhibitors

Acxiom is a recognized leader in marketing services and technology that enable marketers to successfully manage audiences, personalize consumer experiences and create profitable customer relationships. Our superior industry-focused, consultative approach combines consumer data and analytics, databases, data integration and consulting solutions for personalized multichannel marketing strategies. Acxiom leverages over 40 years of experience in data management to deliver high performance, highly secure, reliable information management services. Founded in 1969, Acxiom is headquartered in Little Rock, Arkansas, USA, and serves clients around the world from locations in the United States, Europe, Asia-Pacific, and South America. For more information about Acxiom, visit www.acxiom.com.

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

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 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.

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.