LinkedIn connects the world’s professionals to make them more productive and successful and transforms the ways companies hire, market, and sell. Our vision is to create economic opportunity for every member of the global workforce through the ongoing development of the world’s first Economic Graph. With more than 450 million members in over 200 countries and territories. LinkedIn has more than 9,900 full-time employees with offices in 30 cities around the world. To learn more about LinkedIn, please visit us at: https://business.linkedin.com
The RevJet Creative Side Platform (CSP) is the first and only comprehensive enterprise platform for digital ad creative, empowering marketers and agencies to effortlessly produce, personalize, serve and optimize digital ad creatives to drive twice the customers and double the brand impact from the ad impressions they’re already buying.
At Horizn we exist to help financial institutions launching innovations and new technologies dramatically accelerate the market adoption of their digital products and services at speed and enterprise scale.
We do this by inciting employees, sales forces, and yes, customers to quickly become knowledgeable and digitally fluent on your latest products.
Our revolutionary mobile platform embraces the dynamics of micro-learning, social technologies, addictive game play and robust analytics to power employee performance drive customer adoption and increase revenues.
Horizn is an enterprise SaaS technology company operating globally in 15 languages with clients in 40+ countries in North and South America, Asia and Europe.
Bluespire Marketing partners with financial services institutions to provide comprehensive consumer engagement solutions through the integration of strategy, technology and content. Relying on our 30+ years of experience in the financial industry, we’ll help you create digital-first experiences, grow share-of-wallet and retain customers, all the while accelerating your speed to market for new solutions.
Pardot is B2B marketing automation by Salesforce. We help customers generate more high-quality leads, convert more leads to opportunities, and arm sales reps with actionable insights so they can reach buyers at the right time, with the right message. Leading companies around the world choose Pardot for it’s deep integration to Salesforce CRM, award-winning support, and unparalleled ease of use. By connecting sales and marketing on a common platform and orienting them around common goals, Pardot customers see revenue growth of 33% or more. For more information on Pardot, visit www.pardot.com .
Infor Customer Experience suite helps organizations integrate customer data, accelerate customer engagement and gain a complete view of their customers. Visit http://www.infor.com/solutions/customer-experience/ to find out how you can deliver on the promise of an exceptional customer experience throughout the entire customer journey.
Digital Agent, a product by Veriday, is an innovative digital marketing tool developed to solve Advisor and Enterprise compliance and branding challenges. Digital Agent simplifies the digital marketing and compliance process so that Advisors can focus on engaging their target market, and increasing leads and revenue with the latest digital marketing techniques.
StoneShot is a multinational digital marketing agency specializing in financial services. With over 15 years in the industry and offices in London, New York and Paris, StoneShot provides both unrivaled digital marketing expertise as well as innovative, industry-leading technology.
We currently work with over 65 retail and institutional fund providers, boutiques, and private banks around the globe, including Atlantic Trust, Barings, Fidelity, HSBC, Invesco, Vontobel and UBS.
Our team is known around the industry for providing tailor-made tech and inventive solutions with lightning fast turn-around. We’ve accomplished a lot in storied tenure and, based on our impressive performance history, we have only begun to make our mark on the industry.
Crownpeak is the proven cloud-first Digital Experience Management (DXM) platform that’s designed to help global companies successfully manage their hundreds of digital experiences across multiple touchpoints. Crownpeak provides a complete solution for DXM featuring content management, personalization, search and hosting, in addition to fully integrated Digital Quality Management (DQM) to ensure brand integrity, industry best practices and meet compliance standards. More than 180 leading companies rely on Crownpeak to deliver engaging experiences that delight customers, promote loyalty and deliver results.
The Finance Marketing Group is a full-service creative finance marketing agency that provides multi-channel digital marketing solutions. Our passion for the finance industry has enabled us to help connect our clients with their customers in today’s complex digital landscape.We construct marketing strategies, develop websites and create brand identities for businesses in the banking, commercial lending and financial services industry. Our primary purpose is to gain awareness, grow sales, build communities and drive engagement through creative and innovative campaigns. Our dedication, experience and commitment to generating thought provoking digital marketing campaigns, has put us at the forefront of the financial marketing industry. As specialists in finance marketing, our slogan, “Because we know your business” says it all. We know the finance industry and we understand the ins and outs of your customers. This enables us to target specific groups interested in your services. It also allows us to build long-term relationships between you and your customers.
Seismic is the leading content automation solution for financial services firms to deliver a world-class client experience. Seismic’s software allows relationship managers and advisors to automatically generate personalized, up-to-date and compliant client materials in seconds, from any device.
MarcomCentral® is a cloud-based marketing asset management software for businesses that manages and customizes marketing materials across entire organizations enabling brand control and asset distribution with anytime, anywhere access. Your marketing team can focus on what they do best, creating, while repetitive one-off requests are automated through MarcomCentral. Fortune 100 companies count on MarcomCentral’s powerful platform to scale their marketing asset development and build their brands worldwide.
idio predicts the financial interests and intent of your customers, and gives you the tools to influence them in real-time. Financial institutions publish a huge volume of content to engage, educate and persuade their high value audience. idio’s predictive content analytics platform quickly integrates within existing content management, marketing & CRM systems, and delivers value through increased insight, engagement and revenue. It has been deployed for major enterprises including JP Morgan, TD Bank, and The Hartford, and can be up and running in as little as 2 weeks.
Evergage’s cloud-based platform empowers digital marketers to increase engagement and conversions of their visitors and users through real-time 1:1 personalization based on deep behavioral analytics and customer data.
We believe personalization is the future of digital marketing and that it should be easy for marketers – without the need for developers or IT – to understand their audiences and respond in real time with the most relevant content and most engaging experiences. Our customers delight their visitors, prospects and customers every day, building valuable relationships that lead to higher revenue growth and customer retention.
Simplify and scale the entire marketing process: Creating content at scale requires infrastructure. Through our comprehensive editorial workflow, social governance, asset management and publishing tools, we help you streamline the entire marketing process. NewsCred enables global teams to collaborate more efficiently, manage brand consistency and ensure relevance at every step of the consumer journey.
Founded in 2003, RKG is a search and digital marketing agency that combines superior marketing talent with world-class digital media capabilities to create the industry’s most effective data-driven digital marketing solutions. RKG creates Digital Visibility for clients by leveraging a range of opportunities, including paid search, SEO, product listing ads, social media, display advertising and comparison shopping engine management services.
In 2014, RKG became a part of Merkle, the largest privately-held customer relationship marketing agency. Together, RKG and Merkle create a truly scaled media agency, with estimated 2014 billings of over $600 million, and a team of over 720 professionals experienced in digital strategy, creative, user experience, web/mobile development, data, search, media, social, email, and more.
RKG is headquartered in Charlottesville, VA with offices in Bend, OR and Boston, MA. For more information, visit www.rimmkaufman.com or follow the company on Twitter @rimmkaufman.
BLUERUSH is a digital solutions company. We create custom experiences that enable brands to more effectively communicate with existing customers, prospects and internal staff online, via mobile and through social media. We optimize the reach and the message with SEO combined with 24/7 tracking and analytics software. Our lead generation programs boost our customers sales initiatives and our email campaigns retain, inform and grow relationships!
Zeta Global is a data-driven marketing technology company that helps leading brands acquire, retain and grow the value of customer relationships.
Twitter, Inc. is what’s happening in the world right now. From breaking news and entertainment to sports and politics, from big events to everyday interests. If it’s happening anywhere, it’s happening first on Twitter. Twitter is where the full story unfolds with all the live commentary and where live events come to life unlike anywhere else. Twitter is available in more than 40 languages around the world. The service can be accessed at Twitter.com, on a variety of mobile devices and via SMS. For more information, visit about.twitter.com or follow @twitter.
Invoca helps the modern marketer optimize for the most important step in the customer journey: the phone call. Invoca’s platform enables marketers to collect real-time intelligence about inbound calls, and use it to automate the ideal customer experience. With Invoca’s partner ecosystem, marketers can inject call intelligence into their existing technology stack, giving them the ability to orchestrate a true omnichannel customer journey. For more information, please visit www.invoca.com.
e-Spirit helps retailers unlock the value of digital content and transform the way they communicate with customers to deliver engaging experiences. Savvy marketers in all areas of business rely on the FirstSpirit content management system to help deliver exceptional omnichannel digital experiences that differentiate and help them maintain a true competitive advantage. Founded in 1999, e-Spirit operates in 16 locations in the United States and Europe. Clients include L’Oréal, Lancôme, s.Oliver, ECCO, BASF, Bosch, Urban Decay, Olympus, and Sterling Jewelers. For more information, go to www.e-Spirit.com or call us at 781.862.5511.
SweetIQ is an industry leader in local search marketing, helping F500 brands convert online searches to in-store shoppers. Our analytics and automation platform delivers local search results for national brands and their marketing agencies. Since 2010, SweetIQ has been helping clients grow their sales by increasing their online findability and giving them the tools they need to manage their online presence. The company has offices in Montreal, QC and Orange County, CA.
DotCMS is a Java-based, open source CMS developed by the Miami-based vendor and solution provider of the same name, dotCMS . The newest version of dotCMS is 3.5, which was released in Spring 2016 that now has a customized rules engine and personas.
Not well known in Europe, dotCMS’ customers are predominantly in the USA. The company first launched the product into the higher education market. Long-term customers include the universities of Arkansas, Maryland, Colorado and Texas – and in healthcare – Novartis and HCA. Recently, the company has seen its largest growth in banking, insurance and financial services industries with clients such as Royal Bank of Canada, S&P and Central Bank of Italy.
RPM Direct, an EXL company, specializes in analyzing large consumer data sets to segment populations, predict response rates, forecast customer lifetime value and design targeted, multi-channel marketing campaigns for all segments of the insurance industry.
RPM Direct maintains and supports its own database that includes more than 250 million consumers and 120 million U.S. households. This quantity and unique combination of data drives optimal, data-driven decision-making and enable it to build models that analyze prospects individually. RPM Direct employs proprietary predictive analytics and a proprietary signal capture platform to deliver results through a flexible, on-demand service model.
As a pioneer in the space, Visual IQ has been producing the world’s most powerful cross channel marketing attribution software since 2006. Its hosted IQ Intelligence Suite of products combines a user-friendly interface with advanced attribution management and predictive modeling functionality to provide clear recommendations for marketing optimization. Recognized as a leader in cross channel attribution by a leading market research firm in 2014, Visual IQ won The , and was a finalist Digital Analytics Association Excellence Awards in 2013, 2014, 2015 and 2016.
At the intersection of strategy and creativity in New York City, you will find Adventure House—a small agency with bright ideas. Founded in 1990, and transitioned to the leadership of Alexander Acker since 2011, Adventure House creates beautiful digital experiences that delight and engage with customers in today’s increasingly complex world.
Financial services companies choose Adventure House for its experience and expertise within the vertical, curated agency capabilities, and transparent development process.
Quantcast processes real-time data at the intersection of commerce and culture, providing useful, actionable insights for brands and publishers. Through Quantcast Measure, we have unlocked the data generated by more than 100 million digital destinations, helping publishers and creators understand and grow their businesses in ways never before possible. With Quantcast Advertise, adaptive modeling and intelligent machines are utilized to help thousands of marketers around the world find and interact with customers anywhere they connect to the digital world. Our more than 700 employees are driven by the potential for big data to radically improve everyone’s connected experiences and transform the way we all make sense of the world.
Experian Marketing Services is a leader in data-driven marketing and cloud-based marketing technology. Experian® is the only company in the world to offer a comprehensive Marketing Suite that unites customer insights, analytics, data quality and cross-channel marketing technology into a single platform. Backed by the industry’s highest-rated client services team and the world’s largest consumer database, we provide more than 10,000 brands in more than 30 countries with unique competitive advantages through marketing services and technology. Our extended legacy in data security, management and consumer privacy has earned the trust of organizations and consumers from around the world for more than three decades. For more information, please visit http://www.experian.com/marketing-services.
Hootsuite Enterprise empowers Financial Services organizations to execute compliant business strategies for the social media era. As the world’s most widely used social relationship platform with more than 11 million users globally, Hootsuite Enterprise enables over 1800 organizations including Primerica, Interactive Brokers & UBS AG to scale social media activities across multiple teams, departments, and business units. We allow legal and compliance professionals to work with their marketing and partner members to build programs and systems to build meaningful relationships with their clients and customers. Our versatile and secure platform supports a thriving ecosystem of more than 100 technology integrations, allowing businesses to extend social media into existing systems, workflow and programs. Innovating since day one, we continue to help businesses pioneer the social media landscape and accelerate their success through education and professional services.
IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and expertise to forge solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 85 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.
Kurtosys provides an industry class digital experience platform for financial services companies.
Since 2002, our team of FinTech experts have been using digital technology to transform how your financial data is presented, distributed and consumed by your investors.
By using our proprietary set of APIs shaped specifically for the financial services industry and designed to manage customers and market data, the Kurtosys platform helps deliver a broad range of fund marketing and investor servicing solutions including investment management websites, fund data tools, digital factsheets, secure investor portals and document libraries.
Our robust infrastructure and platform technology are underpinned by our global ISO-27001 certification in information security management; and our design services are dedicated to reimagining the digital user experience for your investors.
Headquartered in New York, Kurtosys has regional offices in London, Cape Town, Reno and Gurgaon (India). Our presence spans four continents and our customers include some of the world’s largest asset managers.
We believe that investors expect the best in their digital experiences – will you join us on a journey of digital transformation?
VideoLink is a leading provider of video services to Fortune 500 and enterprise companies and institutions. As your video marketing partner, we work with you to discover new ways to use video communication to achieve better business outcomes and help you produce flawless video content. Our clients rely on us to simplify live TV appearances, create results-driven video strategies, and drive down the costs of in-house video production. To learn more about VideoLink services and products, visit us videolinktv.com, follow us @videolinkllc and subscribe to our blog.
Broadridge is the leading provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms. We help clients drive operational excellence to manage risk, accelerate growth and deliver real business value.
Savvy Investor www.savvyinvestor.net is the world’s leading platform for the distribution and promotion of white papers to institutional investors. Having launched in early 2015, we already have over 14,000 registered members, and are growing at almost 200 new members every week – mainly asset owners, asset managers and investment consultants. Every month, over 11,000 white papers are downloaded from our site – more than any other platform.
The high engagement levels derive from the tailored experience our members receive. Upon registration, each member specifies the topics that they are interested in. These topic preferences are then used to personalize the member’s home page and weekly newsletter.
Savvy Investor partners with selected investment firms to help them meet their business development objectives; enhancing their brand awareness, raising their thought leadership profile, and ultimately helping them to generate sales.
To learn more about our Partnership Packages, contact [email protected].
Third Party Marketers Association (3PM) is an association of independent, outsourced sales and marketing firms that support the investment management industry worldwide. 3PM Members are properly registered and licensed organizations consisting of experienced sales and marketing professionals who come together to establish and encourage best practices, share knowledge and resources, enhance professional standards, build industry awareness and generally support the growth and development of professional outsourced investment management marketing.
The world’s largest online social media magazine, Social Media Examiner helps businesses discover how to best use social media, blogs and podcasts to connect with customers, drive traffic, generate more brand awareness and increase sales. Our mission is to help you navigate the constantly changing social media jungle.
More than 480,000 email subscribers and 1.3M monthly readers look forward to our daily original content. Our editorial team works with the world’s top social media pros to bring you original and comprehensive articles, expert interviews, innovative case studies, reviews of the latest industry research and the news you need to know to improve your social media marketing. Social Media Examiner hosts the popular Social Media Marketing Podcast, a top 10 marketing podcast on iTunes, the industry’s leading physical conference, Social Media Marketing World, the largest online conference Social Media Success Summit and the membership learning platform, Social Media Marketing Society.