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.

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/

Hoopis Performance Network provides digital learning solutions designed to develop the knowledge and skills of financial advisors, firm leaders, and employees/staff at all levels. HPN’s scalable, customizable solutions equip financial organizations with value-added resources to increase productivity and retention of advisors and their teams. Connect with us to learn why over 100,000 financial professionals leverage HPN for their needs in sale effectiveness, practice management, marketing, advanced planning, staff development and more! https://hoopis.com/

Pinpoint is the recognized leader in web-based compliance and risk management solutions. Pinpoint’s Compliance systems provide online fillable forms and client specific submission and approval workflows. The system supports over 20 compliance modules including Branch Office Audit Exams, ADV Part 2B brochures, OBAs, Advertising Review and Gifts and Entertainment. Pinpoint’s comprehensive tracking and reporting capabilities provide real-time status of all compliance initiatives and archives all client compliance data and records in SEC 17a-4 compliant WORM media. Visit us at: https://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 .

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/

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 solutions designed to develop the knowledge and skills of financial advisors, firm leaders, and employees/staff at all levels. HPN’s scalable, customizable solutions equip financial organizations with value-added resources to increase productivity and retention of advisors and their teams. Connect with us to learn why over 100,000 financial professionals leverage HPN for their needs in sale effectiveness, practice management, marketing, advanced planning, staff development and more! https://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 is the recognized leader in web-based compliance and risk management solutions. Pinpoint’s Compliance systems provide online fillable forms and client specific submission and approval workflows. The system supports over 20 compliance modules including Branch Office Audit Exams, ADV Part 2B brochures, OBAs, Advertising Review and Gifts and Entertainment. Pinpoint’s comprehensive tracking and reporting capabilities provide real-time status of all compliance initiatives and archives all client compliance data and records in SEC 17a-4 compliant WORM media. Visit us at: https://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

As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying the insurance life cycle so that our customers can focus on what matters most. Vertafore’s solutions provide end-to-end connectivity across the distribution channel, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies, MGAs and carriers. 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