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Digital Training Strategic Partner

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/

 

 

Sponsors

Adobe Marketing Cloud empowers companies to use big data to effectively reach and engage customers and prospects with highly personalized marketing content across devices and digital touch points. Eight tightly integrated Solutions offer financial services marketers a complete set of technologies that focus on analytics, web and app experience management, testing and targeting, advertising, video, audience management, social engagement and campaign orchestration. The tie-in with Adobe Creative Cloud makes it easy to quickly activate creative assets across all marketing channels. Thousands of brands worldwide including two thirds of Fortune 50 companies rely on Adobe Marketing Cloud with over 30.4 trillion transactions a year. Visit us at www.adobe.com

As the trusted global leader in digital client engagement for financial services, Hearsay Systems empowers over 260,000 advisors and agents to proactively guide and capture the last mile of digital communications in a compliant manner. The world’s leading financial firms—including BlackRock, Charles Schwab, and New York Life—rely on Hearsay’s compliance-driven platform to scale their reach, optimize sales engagements, grow their business and deliver exceptional client service. Hearsay is headquartered in San Francisco, with globally distributed teams in North America, Europe and Asia. Visit us at: https://www.hearsaysystems.com/

The Video Advertising Bureau is the leading authority on the quality and value of ad-supported TV and professionally produced video as it is distributed and viewed on every screen and device. The VAB puts the marketers first as it continually invests in industry-leading research and analysis to produce insights into consumer behavior and the power of TV programming to drive awareness, consideration, sales traffic, activation and loyalty.

Created by the Cable Networks, Broadcast Networks and the MVPDs to help advertisers capitalize on the consumer’s commitment to the highest quality video across all available digital channels, the VAB plays a crucial role in advancing multi-screen measurement, audience analytics, standards, supply-chain transparency, multicultural marketing, data usage and branded content integration – both nationally and in every local US market.  www.thevab.com

Exhibitors

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

Marketing data paired with expert analysis to drive your business. Comperemedia’s trusted competitive intelligence enables brands to quickly identify opportunities specific to their industry and products. Visit us at: www.mintel.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/

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.

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

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.

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

LexisNexis® Risk Solutions harnesses the power of data and advanced analytics to provide insights that help businesses and governmental entities reduce risk and improve decisions to benefit people around the globe. We provide data and technology solutions for a wide range of industries including insurance, financial services, healthcare and government. Headquartered in metro Atlanta, Georgia, we have offices throughout the world and are part of RELX (LSE: REL/NYSE: RELX), a global provider of information-based analytics and decision tools for professional and business customers. For more information, please visit www.risk.lexisnexis.com.

Expert in both digital and traditional direct marketing, KBM Group helps insurance companies manage, analyze and optimize marketing data to engage more effectively with their customers and prospects. We use a combination of data, analytics, strategy and technology to drive relevant communication and actions throughout the customer lifecycle. Visit us at www.kbmg.com

Radius Global Market Research guides global and industry leaders in solving their most complex issues in development, marketing, and communications. We design custom quantitative and qualitative approaches for one single focus: To deliver better business results for our clients.  

Radius has partnered with leading Financial Services organizations in Banking, Insurance, and Investments.  We understand the unique nature of customer needs and expectations and the inherent challenges these create for category-specific product developers and marketing/communications strategists. 

Contact Glenn Staada at 609-917-3420, extension 1001 to discuss how Radius may be able to support your brand growth initiatives.  Visit us a radius-global.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

Thoroughbred Research Group is a full-service research firm with the knowledge, tools and expertise to help insurance companies attract and retain customers. We excel in identifying the key drivers of choice (purchase) and satisfaction, coupled with the emotional drivers that are involved. We help companies mitigate risk as they launch and market their products and services. Thoroughbred has the infrastructure, experience, and outstanding management to conduct every phase of the most complex, multi-mode survey projects, by offering extensive capabilities in all quantitative and qualitative research methodologies. We deliver metrics and insights that drive real world results.

Visit us at www.torinc.net for more information and contact us at 502.276.5503 for a quote on your next research study.  Consultative. Trusted. Dependable.

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.

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