We're pleased to recognize the Connections 2020 Industry Leadership Award Winners, we applaud their persistence to explore the possibilities with us —to evolve and grow— and the recent accomplishments that are moving this industry into the future.
This award is in recognition for implementing next-generation AFFIRM® technologies to digitally execute customer withdrawals from annuity contracts with suitability reviews and audit tracking capabilities.
Wells Fargo is a diversified, community-based financial services company with $1.9 trillion in assets. Headquartered in San Francisco, they company provides banking, investment and mortgage products and services, as well as consumer and commercial finance through 7,400 locations, more than 13,000 ATMs, the internet and mobile banking. They have offices in 32 countries and territories to support customers who conduct business in the global economy. Their enduring vision is to help their customers succeed financially.
This award is in recognition for putting data analytics to work by implementing advanced features of InsureSight® to gain insight into buying patterns, better enable their sales team, and optimize their selling power to drive growth.
Lion Street is a leading financial services company based in Austin, Texas. They provide elite independent life insurance and wealth advisory firms access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of high-net-worth and corporate clients.
This award is in recognition for implementing Maestro® for e-App self-maintenance, which allows them to build their own screens, define basic rules, and map forms to gain speed-to-market advantages.
Mutual of Omaha
Mutual of Omaha is a highly-rated, Fortune 500 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, they are owned by their policyholders and committed to providing outstanding service to their customers.
This award is in recognition for driving transformational business change across their enterprise and improving the customer experience through the implementation of Resonant® new business and underwriting.
Thrivent Financial is a diversified, Fortune 500 financial services organization with $134 billion in assets under management which works to help people achieve financial clarity and enables lives full of meaning and gratitude. As a mission-driven, membership-owned organization, they offer their more than 2 million members and customers a broad range of financial products, services and guidance.
This award is in recognition for a complete modernization and full replacement of the entire life new business platform through SSG Digital®, with a pristine focus on transparency in the customer journey.
Amica Life Insurance Company, a wholly owned subsidiary of Amica Mutual Insurance Company, was founded in 1969. Amica Life, based in Lincoln, Rhode Island, offers life insurance and retirement products directly to customers. Through its products and services, Amica Life aims to be the most trusted and innovative service provider by securing and simplifying the most important aspects of its customers’ lives.
This award is in recognition for implementing AFFIRM® for Life in order to strengthen compliance & legality, and combine L&I on the same platform.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC. is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $413 billion in total client assets with 2,000 financial advisors operating in 176 locations in 42 states.
Visionary companies are run by people who are imaginative, big-picture oriented, focused, present, and open minded. They are positive energizers. They are not afraid of failure and they communicate a dream… a vision.
This year’s Visionary Award Winner, a joint venture between Catholic Financial Life and Catholic United Financial, is implementing our SSG Digital® platform with a next-gen policy administration system (PAS+®) for individual life and annuity products to achieve their vision for comprehensive automation across their enterprise. The powerful end-to-end platform will accelerate growth, improve member services, and lower their cost of new customer acquisition while delivering speed-to-market advantages and improving the customer experience.