GENERAL INFORMATION
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copy of the brochure!
Learn to use all of your investor communications as marketing and customer
loyalty tools at The Financial Communications Forum - a conference specifically
focused on improving communications for the mutual fund, brokerage, banking,
insurance, and retirement services industries.
At the Forum, we strive to raise the standards of investor communications.
Our sessions are presented by leaders from within the financial industry who are
currently using the latest technologies and creating the most effective
strategies. The emphasis is on case studies from financial services,
including strategy and planning through implementation and measurement of
results.
Here's what some of our past Forum attendees had to say:
"A valuable way to take a pulse on a very important, but sometimes ignored part
of our business." - VP & Marketing Manager, Merrill Lynch
"The Forum helps you to do more than just provide your customers with data, you
learn to deliver your message in a clear and meaningful manner." - Applications
Design manager, RR Donnelly Financial
"This was the first conference I've attended where the information
provided is directly applicable to my job. Very interesting and
informative conference." - Assistant Product Manager, Fidelity Investments
"A great collaboration of technical and business enthusiasts sharing concepts
and ideas related entirely to advancing financial communications." - Research
Analyst, Doculabs
Below is a list of the companies that sent representatives to
previous Financial Communications Forums
| A. G. Edwards & Sons, Inc. |
| ADP Automatic Data Processing |
| Aetna Financial Services |
| AG Edwards |
| Alamo Direct |
| Allmerica Financial |
| American Skandia |
| Arena Networks |
| Asset Publishing, Inc. |
| Bank of Bermuda |
| Bear Stearns |
| Business & Decision - Switzerland |
| Caterpillar Investment Management |
| Cathedral Corporation |
| CIBC Oppenheimer |
| CIGNA |
| Countrywide Home Loans |
| DALBAR, Inc. |
| Diversified Investment Advisors |
| DocumentForum.com |
| DST Output |
| DST Systems |
| Edward Jones |
| Fidelity Institutional Brokerage Group |
| Fidelity Investments |
| Fidelity Investments Retirement Services |
| First Union National Bank/Wachovia |
| Firstar Bank |
| Fluent Technologies, Inc. |
| Homesite Group, Inc. |
| ICMA Retirement Corporation |
| Interface Systems, Inc. |
| Invesco Retirement Plan Services |
| Invesco Retirement Plan Services |
| Janus Funds |
| John Hancock Funds, Inc. |
| John Hancock Signature Services |
| Keyport Life Insurance Company |
| Liberty Funds Distributor |
| Lincoln National Life Insurance Company |
| Manulife Financial |
| Mass Mutual |
| Merrill Lynch |
| MFS Investment Management |
| MFS Investment Management |
| Miami Systems Corporation |
| Mobius Management Systems |
| Moore BCS |
| National Deferred Compensation, Inc. |
| Nationwide |
| Neuberger Berman Management Inc. |
| New York Life Benefit Services LLC |
| Northwestern Mutual Life |
| One Group Mutual Funds / Bank One |
| Outsource Communications Company |
| Pershing LLC |
| Personix |
| PFPC Global Fund Services |
| Phoenix Investment Partners |
| PRT Group Inc. |
| Putnam Investments |
| Reich & Tang Funds |
| SAFECO |
| Schwab Retirement Plan Services |
| SCICOM Data Services |
| Scudder Kemper Investments |
| SEI Investments |
| State Street Bank and Trust Company |
| T Rowe Price Associates |
| T Rowe Price Retirement Plan Services |
| The Document Company Xerox |
| The Hartford Life |
| TIAA-CREF |
| Trimark Investor Management, Inc. |
| USAA Investment Management Company |
| Xeikon America, Inc. |
| Zurich Kemper |
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