Premium Associate MemberS / Strategic Partners
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Broadridge Financial Solutions, Inc.
One Park Avenue
New York NY 10016
888.237.1900
www.Broadridge.com
Broadridge is a leading full-service outsourcing provider to the global financial industry, capable of meeting the most demanding requirements for efficient, secure and scalable operational support. Our reach spans the world, and encompasses an extensive array of services - from account opening and securities transaction processing to correspondent clearing to document management and investor communications as well as full operational staff outsourcing. A steadfast source of processing support, we help financial services institutions and public companies increase productivity, streamline operations, enter new markets with new products more quickly, drive down back-office costs and better manage risk. Today's dynamic business environment calls for this kind of reliable and efficient multi-dimensional support. Our wealth of solutions and deep expertise let you focus on differentiating your firm in today's complex and competitive global marketplace.
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Deloitte
30 Rockefeller Plaza
New York, NY 10112-0015
Across the complex banking and securities industry, financial institutions face increased regulation, new and evolving disruptors, and a challenging growth environment. To help institutions prepare for and face these obstacles head on, Deloitte's Banking & Securities practice taps into our global network of 40,000 industry professionals – bringing together diverse and experienced teams when and where you need us. Deloitte serves 95 percent of the top 20 US securities firms and audits one-third of those firms. Our professionals deliver innovative, forward-looking strategies to help you navigate through today's complex landscape and better position your firm for the future. To learn more about our practice and our industry insights, visit www.deloitte.com/banking.
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Hearsay Systems
185 Berry Street, Suite 3800
San Francisco, CA 94107
888-990-3777
http://hearsaysystems.com
Hearsay Systems offers the complete client engagement solution for financial services, empowering advisors and agents to effectively use digital to build stronger relationships that grow business. Its Hearsay 360 platform is used by more than 150,000 advisors and agents at the world's largest financial services and insurance companies including New York Life, Raymond James, and Vanguard.
Hearsay 360 enables efficient and compliant client engagement across digital channels including social networks, text messaging, websites and email. Its prescriptive technology processes and prioritizes data across digital channels and systems and suggests what advisors should do next, saving them time and eliminating guesswork. For the enterprise, Hearsay 360 unifies client engagement from across the organization, breaking down functional silos and providing relationship building and accountability for sales; brand governance and amplification for marketing; efficient supervision and review for compliance; and an open enterprise-ready platform for IT.
Hearsay is a SIFMA strategic partner, LIMRA Elite Strategic partner, GAMA partner and MBA associate member, and has raised $51 million from Sequoia Capital, NEA and private investors. The company is headquartered in Silicon Valley with teams in New York, Seattle, Chicago, Atlanta, Austin, Toronto, London, Paris, Frankfurt and Hong Kong. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog.
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PwC
300 Madison Avenue
New York, NY 10017
With offices in 157 countries and more than 208,000 people, we are among the leading professional services networks in the world. We help organisations and individuals create the value they're looking for, by delivering quality in assurance, tax and advisory services.
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Strategic Partners
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Fidelity
200 Seaport Boulevard ZP2
Boston, MA 02110
www.NationalFinancial.Fidelity.com
Fidelity Clearing & Custody Solutions (SM) provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management consulting to broker-dealer firms, banks, insurance companies, registered investment advisors—including strategic acquirers and professional asset managers—and retirement recordkeepers. FCCS' goal is to help institutional clients be future-ready by offering access to exceptional people, knowledgeable consultations, and transformative technology.
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Premium Associate MemberS
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IHS Markit
www.ihsmarkit.com
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.
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Thomson Reuters
www.thomsonreuters.com
Thomson Reuters is the world's leading source of news and information for professional markets. Our customers rely on us to deliver the intelligence, technology and expertise they need to find trusted answers. The business has operated in more than 100 countries for more than 100 years. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges. For more information, visit www.thomsonreuters.com.
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