2015 Retirement Industry Conference - Sponsors and Exhibitors

CANNEX supports the exchange of pricing information for annuity and bank products across North America. We provide financial institutions with the ability to evaluate and compare various guarantees associated with retirement savings and retirement income products. Services in the U.S. include:

• Evaluation and comparison of annuity guarantees and performance (Income Annuities, Variable Annuities, Indexed Annuities, and Fixed Rate Annuities)
• Consulting services supporting optimization and allocation of retirement income portfolios

Visit us at www.cannex.com

LIDP provides an award-winning policy admin system designed to drive digital innovation to the core platform. With 42 years of life & annuity business knowledge built-in, it is a true end-to-end solution offering new business through the claims process. www.lidp.com

SE2, an Eldridge business, is a life and annuities insurance technology and services firm. SE2 has a proven track record of enabling technology driven transformations. SE2 uniquely combines industry knowledge stemming from its 125+ years of life insurance heritage along with its end-to-end SE2 Aurum® technology platform to enable the rapid launch of new and innovative products through both traditional 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.

Accenture helps insurance carriers innovate and grow. Our Accenture Life Insurance & Annuity Platform (ALIP) unlocks value through advanced digital capabilities in new business, underwriting, policy administration, and engaging customer experiences — all supported by our extensive partner network. Accenture’s industry-leading expertise in core system modernization and advanced customer experiences using AI, automation, cloud, and data analytics empowers carriers to create value and shared success with customers and distributors. See how Accenture is delivering on the promise of technology and human ingenuity. Visit www.accenture.com/lifeandannuitysoftware

The leading institution focused on meeting the education needs of financial services professionals, the College for Financial Planning created the Certified Financial Planner™ (CFP^®) certification and has trained over 135,000 professionals. Flexible instructor-led/Web-delivered classes featuring eBooks and interactive quizzes bring the classroom to your home or office. The College also offers Professional Designations in Retirement Planning, Asset and Wealth Management, and now the LUTCF^®.  Visit us at www.cffpinfo.com

Competiscan clients utilize its web-based search utility to analyze direct and digital marketing activity of competitors to help understand what consumers, business owners, financial advisors, insurance agents, insurance producers and mortgage brokers are receiving within the marketplaces they serve. www.competiscan.com/

Transformation is difficult. It requires a partner with flexible solutions tailored to your needs — today and in the future. Concentrix provides contemporary technology solutions and end-to-end back-offices services with visionary leadership in administration, digital, analytics, underwriting, process optimization, and self-service all backed by a Fortune 212 organization. Let us help you transform your operations, launch new products quickly and enter new markets, while optimizing your operational costs. https://www.concentrix.com/cis

Corporate Insight delivers competitive intelligence, user experience research and consulting services to the nation’s leading insurance, financial services and healthcare institutions. As the recognized industry leader in customer experience research for over 30 years, we have been the trusted partner to corporations seeking to improve their digital capabilities and user experience. Our best-in-class research platform and unique approach of analyzing the actual customer experience helps corporations advance their competitive position in the marketplace. Visit us at: www.corporateinsight.com.

EXL is a leading data analytics and digital operations and solutions company that partners with clients to improve business outcomes and unlock growth. By bringing together deep domain expertise with robust data, powerful analytics, cloud, artificial intelligence (“AI”) and machine learning (“ML”), we create agile, scalable solutions and execute complex operations for the world’s leading insurance corporations. Focused on driving faster decision-making and transforming operating models, EXL was founded on the core values of innovation, collaboration, excellence, integrity and respect. Headquartered in New York, our team is over 43,100 strong, with more than 50 offices spanning six continents. Visit us at: www.exlservice.com.

Greenwald & Associates is a full-service market research firm with subject matter & research expertise in employee benefits, healthcare and financial services. Our expertise means we design research with deep understanding of your needs, provide strategic-level insights, and help you connect the dots. www.greenwaldresearch.com

IGATE’s insurance practice provides full-spectrum consulting, technology, and business process outsourcing services. IGATE believes that reinventing business operations and services is the key to competing in the “on demand connected world”. Our “Front-to-Back” approach leverages process and technology expertise along with innovative solutions, to succeed in the new digital ecosystem. View the website here.

Insurance Technologies powers better digital connectivity for the life insurance and annuities business so consumers can get rates and buy products more efficiently. We provide digital sales capabilities for carriers and all distribution channels that modernize workflows and deliver a better experience where the consumer wants — in person, online or on the go. From pre-sale functions, to quoting and illustration, to e-application and post-sale services, our solutions unlock sales opportunities across all lines of the life and annuity business. Learn more at www.insurancetechnologies.com.

Millennium Trust Company is a leading automatic rollover IRA provider for retirement plans. Our solutions help plan sponsors and other professionals comply with DOL safe harbor requirements for automatic rollovers. We offer a full range of services to address plan-related issues including: missing participants, uncashed checks, benefit distributions and notification services. These solutions not only can help plan sponsors limit fiduciary risk and reduce cost, but also increase access to retirement readiness for more Americans. www.mtrustcompany.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

RISK COMPLIANCE PERFORMANCE SOLUTIONS (RCP) specializes in risk management, compliance, communications and outreach programs that drive performance and positively impact the bottom line. Our executive team has more than 100 years of combined experience in a variety of industries and disciplines bringing a wealth of knowledge, excellence and innovation to all of our services. Driven by state-of-the-art technology solutions, we integrate the many facets of business, risk, compliance and management to achieve the best results for our clients.  Visit us at www.rcp-solutions.com

Xpertdoc provides innovative document output and customer communications solutions to the insurance industry. Our products and services help organizations automate and streamline the processes of document output and management, reducing risks, costs and time to market. Xpertdoc's award-winning CCM platform integrates easily with core systems and fully supports modern customer engagement strategies and multichannel communications. Visit us at www.xpertdoc.com/insurance