| Name | Title | Contact Details |
|---|---|---|
Nikki Noyes |
Director of Compliance | Profile |
Search Discovery is a data strategy and activation company whose focus is helping you turn raw data into the right decisions. You get a smarter, more personalized approach across strategy, technology, and execution. Many companies like yours have been playing a guessing game when it comes to critical business decisions. Too often, you either dont know if you have the right data, dont know if you can trust it, or dont know exactly what to do with it. Its time to own the unknown, and only Search Discovery brings you this level of practical strategy, flexibility, and focus. Its also why so many of the worlds leading brands rely on us. And its how weve earned a client retention rate of over 90%. Search Discovery. Own the unknown.™ Search Discovery | Own the Unknown
TD Bank Group is a prominent North American financial services institution, operating as Toronto-Dominion Bank in Canada and TD Bank, N.A. in the U.S. Headquartered in Toronto, Canada, it serves over 27 million customers through a wide range of retail, commercial, and investment banking services. Founded in 1855, TD has become one of Canadas "Big Five" banks and ranks among the top-10 global banks by market capitalization, with assets exceeding C$1.9 trillion. The bank offers various services, including personal and business banking, wealth management, and capital markets. Retail banking services encompass checking and savings accounts, mortgages, and credit cards, while commercial banking includes business loans and cash management. TD also provides investment advisory and insurance products through its wealth management division. With a strong digital presence, TD offers mobile banking and AI-driven financial tools. Its U.S. operations feature over 1,100 branches, emphasizing convenience and tailored solutions for retail customers, small businesses, and institutional clients.
Cimplifi is a leading integrated legal services provider, leveraging technology and expertise to simplify the experience of eDiscovery and contract analytics for law firms and legal departments. Our client-centric ecosystem and experience offer a curated portfolio of technology-enabled solutions that integrates proprietary tools and automated workflows with market-leading software to deliver an easy-to-use, end-to-end system that streamlines processes, unifies reporting, and empowers users. For more than two decades, clients have relied on our expertise and ingenuity to solve complex challenges, bring innovative solutions, and deliver intelligence and insight to help them manage risk, control costs, and get more done, more effectively and with far less effort and stress. Cimplifi is ISO 27001 certified and is a division of System One. Learn more at www.cimplifi.com.
Breckpoint is dedicated to helping brokers and employers build alternative risk solutions outside of the traditional insurance providers. For employers seeking an alternative to fully-insured group benefit plans or self-insured groups for workers compensation, Breckpoint empowers groups to take advantage of the transparency, control, and underwriting profits generated by high performing self-funded plans. - Self funded benefit administration plans - Self-insured group administration for workers compensation - Captive Management - Risk Management services We believe in Leading Together. This is the essence of Breckpoint. We are here with you through every step of this benefit journey. Your Breckpoint team provides the stellar service you deserve and we look forward to helping you manage your alternative risk programs.
Aiwyn helps leading accounting firms automate and optimize critical revenue processes by unlocking client data from existing practice management and CRM systems with our Practice Automation platform. With Aiwyns Practice Automation platform, high-value firm executives, partners, and staff are liberated to deliver more value to clients and work at the highest end of their professional expertise. Benefits of Practice Automation to accounting firms include: - save time, bill faster - eliminate tedious back office tasks - reduce days-in-WIP and days-in-AR, - speed up client payments - smooth out cash flow - protect financial health with predictive insights and controls - offer a best-in-class experience to both employees and clients