SySys is the preferred web and print technology partner for financial services companies that seek a competitive edge by keeping their clients informed and engaged. Our technology platform, FundSys™, is scalable, robust, cost effective, flexible and easy to use—creating operating efficiencies and a compelling ROI. Based outside of Denver, Colorado, we’ve focused on developing Internet technology for the investment industry since 1993.
SwanDog is a marketing strategy boutique specializing in business to business and intermediary marketing. We serve only the financial services industry because that’s where our passion lies and our experience resonates. Because we believe strongly that the right solution is the one that best fits with your firm culture, everything we do is customized. No one size fits all approach here. Further, we believe that if nothing changes as a result of our involvement, you’ve just wasted your money—so we try to measure everything.
The Financial Information Group Inc. was founded in January 2002, with the goal of filling the need for online databases of financial intermediaries for sales and marketing use. Currently, our team supports the Discovery databases with background information on registered investment advisers, registered representatives, broker/dealer firms, insurance agents, trust companies and banks. The Discovery databases are also accessible with Discovery-Mobile, giving clients the necessary tools to maximize productivity and sales effectiveness in the field via a wireless device.
Mast Hill Consulting, Inc., specializes in research and consulting in the financial services industry, with an emphasis on retirement and investments. MHC develops proprietary research of its own, collaborates with other research and consulting firms, and produces custom work for clients. MHC is especially known for its expertise in the retirement income marketplace.
Spence Johnson is a specialist provider of marketing intelligence. Our research products and consulting assignments support marketing, sales, and strategic planners across the international investment business - in asset management, life & pensions and wealth management.
Connect & Succeed with Fugent, the leading provider of communication and collaboration strategies that enhance the productivity and effectiveness of sales teams in the financial services market