Fugent is the leading provider of technology based marketing tools that enable financial service companies to increase productivity and revenues while boosting the bottom line. Principal product offerings are Fugent Presenter and Fugent Meeting. Fugent’s services are used by Fortune 500 companies around the globe. For more information, please call 866-438-4368 or visit www.fugent.com.

ChannelMining Solutions is a full-service consulting firm that brings investment companies closer to their customers. Our approach is designed to make your sales and marketing more effective and profitable – quickly -- whether you want to create efficiencies in your current operation or reinvent your business. Our extensive experience in the financial industry means we understand your business environment, opportunities and obstacles. That’s Real Understanding. Real Solutions. Real Time.

Credo Consulting Inc provides consulting services and market research to the financial services sector in Canada with a focus on distribution issues and strategies. As the marketing agent for Financial Research Corporation in Canada, Credo packages FRC’s products and services with Canadian content such as biannual study on the costs of distribution for investment management firms in Canada.

Discovery - The Financial Information Group Inc. provides sales and marketing tools to the country's leading financial institutions. The Discovery products are intuitive and powerful Web-based databases allowing users to select from Registered Investment Advisers, Registered Representatives, Broker/Dealer firms, Insurance Agents or bank and non-bank Trust Companies. These comprehensive databases enable users to create customized segments, conduct analytics, identify qualified prospects and increase client base through profiling and segmentation. Discovery-MAX offers tactical services to clients who desire assistance with maximizing their marketing and sales efforts.

Interactive Communications, Inc. is a sales consulting firm that helps financial services companies acquire, build, and retain long-term client relationships. We do this by increasing the effectiveness of front line sales people and first line sales management.

The Money Management Institute(MMI) is the national organization for the managed account industry, representing portfolio manager firms and sponsors of investment consulting programs.