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A unique survey of technology companies that are changing the face of the financial industry

Many organizations slow to review worker assessments, solicit employee feedback and track benefit sign-ups

Account-based Marketing (ABM) Product that Uses Intent Intelligence to Identify Accounts that are In-market for a Client’s Product(s)

Many organizations strain to engage workers, track sign-ups and record employee comments about the benefits process.

Accountants and CPAs need to take the lead in getting ahead of the coming wave of change, says Kimberly Ellison-Taylor.

Former CFA Institute and Institutional Investor executive tasked with driving paid-content revenue growth and new product development

Many organizations behind in reviewing compliance issues, setting objectives and designing communications.

Plan designs are mostly in place, but organizations still need help determining enrollment targets, explaining benefit changes to employees

Matthew Yorke and Paul Vogel Join Ranks of 100 Most Influential People in Media; Bonnie McGeer and Rebecca Sausner are Top Women in Media

With benefit sign-up periods beginning soon, organizations still need to address many critical activities