2019 Distribution Conference for Financial Services - Sponsors and Exhibitors

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/

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.

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

Hoopis Performance Network provides digital learning, sales effectiveness and leadership development solutions designed to increase productivity and retention within financial services organizations. Depending on your organization’s needs, we offer scalable, customizable resources for developing advisors, leaders, and home office employees/field staff. In addition, we’ve developed financial wellness digital educational content as a valueadded benefit for employees and clients. Connect with us to learn why 75+ organizations with 70,000+ financial professionals in 30+ countries throughout the world leverage HPN to help them attract, develop and retain key talent. Visit us at: www.hoopis.com

Pinpoint Global is the recognized leader in on-demand, online training, and compliance solutions for the financial services and health insurance industries. Pinpoint Global Communications develops and maintains enterprise-class learning management systems (LMS) using a software as a service (SaaS) business model. Our turnkey, customized LMS solutions are extensible and scalable supporting clients with more than 85,000 users. Pinpoint solutions provide comprehensive real-time reporting on user activity and assigned training completions. Pinpoint Global’s online SaaS ComplianceConnect^TM system provides decision-ready data to support all SEC requirements. Compliance modules are customized for RIAs and large financial services companies to easily deliver, monitor, and report on assigned compliance requirements of advisors and other registered individuals. 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

CommCo Productions is an Orlando, FL based full-service audiovisual production company that offers production design, equipment rentals, and technical support for live events. We work diligently to understand and meet the unique needs of our individual clients, working to accomplish the goal of a seamless experience from inception to completion. From large general sessions to intimate breakout rooms, we ensure your content is delivered with cutting edge technology and boutique service. Providing support for our clients nationwide, we are ready to partner with you for your next event! Visit us at http://www.commcopro.com/

Since 2005, FlexPaths has worked with Fortune 1000 companies, businesses and sales teams as they prepare/transition their work spaces, cultures, and work practices to best align with next gen talent and clients. Our process and subject matter experts leverage the interconnectivity of all three to yield bigger, longer-lasting business benefits. Our top-in-their-field subject matter experts take the time to ‘meet people where they are,’ understanding their unique business, demographics, marketplace, mandates and challenges; then shape and help to implement plans with measurable results.  While the founder and key team have worked in the insurance and financial services industry for over 20 years, clients span industry and geography.  A partial client list includes: American Express, Cardinal Health, Great West Life, Guardian Life, Key Bank, London Life, Mass Mutual, Mercer, Penn Mutual, Pitney Bowes, Sun Life Financial, Thrivent Financial, United Technologies and Walmart. For more information, visit us at www.flexpaths.com.

About Greater Fort Lauderdale 
From the seagrass to the sawgrass, Greater Fort Lauderdale, located in Broward County, boasts more than 34,000 lodging accommodations at a variety of hotels, luxury spa resorts, and Superior Small Lodgings reflecting a “beach chic” vibe. Visitors enjoy 23 miles of Blue Wave certified beaches, discover 300+ miles of inland waterways that run from the Intracoastal Waterway to the Everglades, dine at thousands of restaurants and eateries, get immersed in a thriving arts and culture scene and indulge in top shopping. For more information, visitsunny.org .

Imprezzio is an innovative, dynamic SaaS company that ignites performance and propels productivity. Our engaging software enables our customers to connect better: to their customers, their employees, and their business. Leaderboard Legends is Imprezzio’s latest software application that goes beyond traditional gamification. The goal-based performance management software unlocks user capacity by moving middle performers to engage and achieve against team, company and individual goals. We’ve fine-tuned the mechanisms that ignite performance and propel productivity, and put them all in one engaging, intuitive experience. While extrinsic rewards such as salary, benefits and commissions are important motivators, Leaderboard Legends leverages intrinsic rewards such as feeling competent, competitive and believing one’s work is meaningful and appreciated to inspire employees to even higher levels of performance. Visit us at https://imprezzio.com

CommCo Productions is an Orlando, FL based full-service audiovisual production company that offers production design, equipment rentals, and technical support for live events. We work diligently to understand and meet the unique needs of our individual clients, working to accomplish the goal of a seamless experience from inception to completion. From large general sessions to intimate breakout rooms, we ensure your content is delivered with cutting edge technology and boutique service. Providing support for our clients nationwide, we are ready to partner with you for your next event! Visit us at http://www.commcopro.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

ForceManager — The personal mobile assistant that helps distribution teams to be more efficient and increase production rates. Used by companies worldwide such as AXA, Generali or ERGO, ForceManager with its mobile solution that combines A.I. and contextual information capabilities helps and empower your team to go further. www.forcemanager.com

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/

About Greater Fort Lauderdale 
From the seagrass to the sawgrass, Greater Fort Lauderdale, located in Broward County, boasts more than 34,000 lodging accommodations at a variety of hotels, luxury spa resorts, and Superior Small Lodgings reflecting a “beach chic” vibe. Visitors enjoy 23 miles of Blue Wave certified beaches, discover 300+ miles of inland waterways that run from the Intracoastal Waterway to the Everglades, dine at thousands of restaurants and eateries, get immersed in a thriving arts and culture scene and indulge in top shopping. For more information, visitsunny.org .

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

Hoopinsure powered by B-File. A Digital Policy Review Process for Life, Retirement, and Multi-Line customers. Identify every Life, Retirement, and Multi-Line Cross-Sell opportunities in every Household. Visit us at: https://hoopinsure.com/

Hoopis Performance Network provides digital learning, sales effectiveness and leadership development solutions designed to increase productivity and retention within financial services organizations. Depending on your organization’s needs, we offer scalable, customizable resources for developing advisors, leaders, and home office employees/field staff. In addition, we’ve developed financial wellness digital educational content as a valueadded benefit for employees and clients. Connect with us to learn why 75+ organizations with 70,000+ financial professionals in 30+ countries throughout the world leverage HPN to help them attract, develop and retain key talent. Visit us at: www.hoopis.com

Imprezzio is an innovative, dynamic SaaS company that ignites performance and propels productivity. Our engaging software enables our customers to connect better: to their customers, their employees, and their business. Leaderboard Legends is Imprezzio’s latest software application that goes beyond traditional gamification. The goal-based performance management software unlocks user capacity by moving middle performers to engage and achieve against team, company and individual goals. We’ve fine-tuned the mechanisms that ignite performance and propel productivity, and put them all in one engaging, intuitive experience. While extrinsic rewards such as salary, benefits and commissions are important motivators, Leaderboard Legends leverages intrinsic rewards such as feeling competent, competitive and believing one’s work is meaningful and appreciated to inspire employees to even higher levels of performance. Visit us at https://imprezzio.com

Established in 1924, LOMA is committed to business partnerships with nearly 900 worldwide members in the insurance and financial services industry. LOMA’s goal is to improve company management and operations through quality employee development, research, information sharing and related products and services. Visit LOMA at www.loma.org.

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/

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

Pinpoint Global is the recognized leader in on-demand, online training, and compliance solutions for the financial services and health insurance industries. Pinpoint Global Communications develops and maintains enterprise-class learning management systems (LMS) using a software as a service (SaaS) business model. Our turnkey, customized LMS solutions are extensible and scalable supporting clients with more than 85,000 users. Pinpoint solutions provide comprehensive real-time reporting on user activity and assigned training completions. Pinpoint Global’s online SaaS ComplianceConnect^TM system provides decision-ready data to support all SEC requirements. Compliance modules are customized for RIAs and large financial services companies to easily deliver, monitor, and report on assigned compliance requirements of advisors and other registered individuals. www.pinpointglobal.com

SAP Customer Experience unlocks a world of digital innovation, customer value and growth that builds trusted relationships between brands and customers. Built on the foundation of the Intelligent Enterprise and powered by an open and extensible platform, the SAP C/HANA CRM technology suite empowers businesses to manage the complete customer experience by putting a consent-driven, single customer view at the center of the business. It brings together customer data management, machine learning and microservices to power real-time, intelligent customer engagements across sales, customer service, marketing and commerce. SAP Customer Experience helps brands build long-term competitive differentiation and loyalty through experiences that are trusted, personal, helpful, and connected to help customers achieve their goals. https://www.sap.com/index.html

Founded in 2009, SuranceBay is an insurance Software-as-a-Service (SaaS) company. We started with agency producer licensing & contracting for the Life and Annuities market through our flagship product, SureLC™. We are rapidly expanding both the spectrum of products and the area of applicability for agencies, carriers, and other financial institutions. Find out how we can help you today. Visit us at: https://www.surancebay.com/

Sureify’s mission is to help life insurance carriers acquire, service and engage their customers through any distribution channel with its low-code, enterprise platform: Lifetime — ultimately, supporting carriers as they deliver an enhanced customer experience throughout the lifecycle of each policyholder. Lifetime is a completely modular SaaS solution made up of three products: LifetimeACQUIRE powers omnichannel sales capabilities that drive increased placement rates via quoting, e-application, automated underwriting and e-delivery. LifetimeSERVICE enables insurers to provide a comprehensive digital self-service suite for their policyholders, so they can fully manage their policies online. LifetimeENGAGE uses multiple engagement methods and analytics to foster a lifelong digital relationship with policyholders, leading to greater Customer Lifetime Value. Sureify provides the modern technology experience that consumers are expecting in today's digital world, while meeting the needs of life insurers no matter where they are on their digital transformation journey. Visit us at: www.sureify.com

Vertafore is driving simpler, smarter insurance distribution for the independent insurance channel. Our solutions help carriers manage the entire producer lifecycle—quickly, accurately, and efficiently — from licensing, appointing, registrations, and renewals to onboarding, continuing education, and termination. And we simplify compliance by automating the interactions between insurance producers, advisers, distributors, carriers, and regulators. Vertafore solutions are purpose-built for insurance, giving carriers the right tools to cut processing times, reduce paperwork, speed time to revenue, improve their producer experience, and move their business forward. 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

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

A powerful Sales Performance Management platform built and run by the people you’d want behind you in a trust fall. Xtiva provides the leading and most respected sales performance management (SPM) and incentive compensation management (ICM) technology systems for the financial services industry. Our cloud-based SPM product suite enables financial organizations to drive scalable performance improvement through better business intelligence, sales enablement, talent management and supported by dynamic and compelling incentive compensation. Xtiva customers improve strategy execution, productivity, organizational trust and operations efficiency while reducing business risks. Unlock front-office scale. Drive revenue. Eliminate profit leakages. Achieve More. www.xtiva.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. www.yext.com