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Associate Sponsors

Barclays is a consumer and wholesale bank, supporting individuals and small businesses through our consumer banking services, and larger businesses and institutions through our corporate and investment banking services. Our Corporate and Investment Bank is comprised of the Investment Banking, International Corporate Banking, Global Markets and Research businesses; it provides money managers, financial institutions, governments, supranational organisations and corporate clients with services and advice for their funding, financing, strategic and risk management needs. For further information about Barclays Corporate and Investment Bank, please visit our website www.cib.barclays.

Breathe Life is redefining the life insurance industry. Whether driven by Advisors, Consumers, or a Hybrid of both, our distribution platform provides life insurers with best-of-breed tools to increase the speed of policy delivery while reducing operational costs. Visit us at: https://www.breathelife.com/

Luma Financial Technologies is the creator of Luma, a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn, create, order, and manage market-linked investments such as structured products, annuities and more. Launched in 2011, Luma is one of the largest and longest-tenured structured product platforms in the U.S. market and is used by broker/dealer firms, RIA offices and private banks to automate and optimize the full process cycle for offering and transacting in market-linked investments. This includes education and certification; creation and pricing of custom structures; order entry; and post-trade actions. Luma is multi-issuer, multi-wholesaler and multi-product, thus providing teams with an extensive breadth of market-linked investments to best meet clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Zurich, Switzerland, and Chile. For more information, please visit: https://lumafintech.com/

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.

Exhibitors

BizEquity is the leading fintech software company created to democratize business valuation knowledge for every business in the world. BizEquity has created the largest online business valuation cloud-based software product and service and the most business valuation data on businesses in the market today. BizEquity’s patented platform is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now is able to provide financial services firms support to better reach business owner clients to help them discover their worth. Visit us at: https://www.bizequity.com/

EbixExchange supports a broad range of brokerage and clearing firms, insurance agencies and operations centers at over 60 of the leading insurance carriers and their affiliates. Our experienced staff continue to provide the high-quality customer service our clients have come to expect. EbixExchange has considerable real-world experience and proven success with technology and business stewardship. When considering the quality of our service record, long list of satisfied clients, commitment to leadership, experience with multiple implementations, depth of resources and the range of service options available from a single provider, we think you’ll agree that EbixExchange is the best choice for automated life and annuity sales processing. Visit us at: https://www.ebix.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 advanced planning digital learning solutions designed to increase financial advisors’ confidence and productivity in advanced markets. HPN’s solutions save advanced planning departments valuable time and energy while expanding their span of control with field advisors in the most cost-effective, time efficient manner possible. HPN offers scalable, customizable solutions depending on your organization’s needs. Connect with us to learn why 75+ organizations with 70,000+ financial professionals leverage HPN for advisor development in advanced markets. Visit us at: https://hoopis.com/

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients that represent 80% of the top 25 financial services firms. Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to costeffectively comply with regulations and continuously mitigate risk. Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients. Visit us at: www.RegEd.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/

Vymo is a Sales Engagement Platform for Financial Services trusted by over 250,000 salespeople across 65+ global enterprises such as Berkshire Hathaway, CAA Insurance, AIA, AXA, Sunlife, and BNP Paribas. The platform solves for frontline personnel, sales managers, and business leaders through mobility, 5insights, and industry playbooks. Visit us at: https://getvymo.com

Yext (NYSE: YEXT) is the AI Search Company and is on a mission to transform the enterprise with AI search. With the explosion of information and data online, search has never been more important. However, while the world of consumer search has innovated over time, enterprise search has not. In fact, the majority of enterprise search is powered by outdated keyword search technology that only scans for keywords and delivers a list of hyperlinks rather than actually answering questions. Yext, the AI Search Company, offers a modern, AI-powered Answers Platform that understands natural language so that when people ask questions about a business online they get direct answers ― not links. Brands like Verizon, BBVA, Subway, and Marriott — as well as organizations like the U.S. State Department and World Health Organization — trust Yext to radically improve their business with answers-led AI search. Visit us at: https://www.yext.com/

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