Create an Affinity Relationship With SIFMA
From time-to-time, SIFMA enters into relationships with vendors to promote their product/service to SIFMA's membership.
Typically affinity relationships are filling a need for SIFMA and its membership and they provide substantial discounts below what a member can achieve on its own. Sometimes, these offerings are targeting a specific audience depending on the product/service.
There is a committee comprised of SIFMA members that will review all proposals submitted. It is strongly recommended that you have the backing of an SIFMA member prior to submitting a proposal. Your proposal should address: brief overview of your product/service, the benefits to SIFMA and its membership, outline your concept of an affinity relationship and include a proposed schedule and include the name of the SIFMA member along with their contact information.
Please submit your proposal to Art Trager and Ellen Bloomstone.
SIFMA provides members with affinity programs that offer the following discounts and services:
- Business Continuity Planning-Office Shadow Inc. (OSI)
- Disaster Recovery-Telecontinuity - Telecom-Telecontinuity
- IP Services - Telecom - PAETEC Communications
- Market Data-QUODD
- Regional Research Exchange and Research Network
- Rental Cars
- Tech/Operations Programs
- Telecom - Verizon Local
- Telecom - Verizon - New York City Private Area Network
- TIPS
Business Continuity Planning-Office Shadow Inc. (OSI)
Shadow-Planner is a market leading Business Continuity Management software application with modules that provide solutions for BC Planning, Business Impact Analysis, Compliance and Risk.
Shadow-Planner improves upon previous generations of solutions by providing clearer crisis and recovery plans at a lower cost of ownership.
Voted ‘Best BCM software’ in May 2006, Shadow-Planner overcomes the key challenges: Deployment to a distributed and occasional user community; providing an uncluttered view of relevant information for every user through data filtering using a unique database technology; and immensely simplified maintenance reduces the administrative burden through the use of automated workflow tools and email update reminders.
Companies of all sizes and with varying levels of BCM maturity will find that Shadow-Planner is a flexible, scalable and useable tool that will support and improve their business continuity goals of improved operational resilience and compliance with relevant regulations.
Contacts: Ellen Bloomstone ebloomstone@sifma.org or (212) 313-1214
Disaster Recovery-Telecontinuity
Telecontinuity is a low cost, network-level solution that will restore incoming telephone service to users within minutes of an emergency, disaster, evacuation or communications outage. In conjunction with telco redirection services, it allows employees to receive their inbound calls made to their original telephone numbers on various devices such as home phones, other land lines, disaster recovery sites, cell phones and "soft" phones on a laptop (using VOIP technology). SIFMA members get special pricing/discounts. This is the only provider that is focused on delivering calls during telecom outages, maintains reserve bandwidth specifically for emergencies, puts the subscriber in control when they need it most, and is a cost effective solution for the entire enterprise. No pre-planning is required and calls are routed around PSTN failure or congestion and there is no investment in equipment staff or maintenance.
Contact: Ellen Bloomstone ebloomstone@sifma.org or (212) 313-1214
PAETEC Communications offers tailored Voice Private Lines and Voice Virtual Private Lines (IP & TDM) communications solutions such as ARD, MRD and Hoot & Holler to the financial community. PAETEC's TRADETEC service also includes business continuity options such as Multi Leg Ringdowns, and Facility Failover. As part of its suite of IP financial services PAETEC also provides MITEL's IP trading turret solutions, IP hoot 'n holler CPE, and hosted and on premise solutions. PAETEC also offers a full complement of telecommunications services including: local, long distance, managed VPN, conferencing, toll-free services, Internet, email and email scanning. SIFMA members get special pricing/discounts.
For more information on PAETEC, contact: Ellen Bloomstone, ebloomstone@sifma.org, or (212) 313-1214
QUODD Equity+ is a comprehensive workstation designed for the financial investment professional that offers a complete set of market data services and information bundled into a single desktop solution. QUODD Equity+ brings together real-time quotes, dynamic market monitors and analytical charting tools with premium news, fundamental data, research, earnings estimates, filings and market events.
QUODD also integrates all third-party data within the company's own systems and is centrally managed, which helps firms reduce the resources they dedicate to data management. QUODD is completely web-based.
SIFMA member firms that take advantage of QUODD's attractive discounts can lower their costs by at least 25%!
For information on how your firm can save, contact Ellen Bloomstone at ebloomstone@sifma.org or (212) 313-1214.
Regional Research Exchange and Research Network
The Regional Research Exchange is an informal coalition of regional firms that provides members access to a large and more diverse pool of research than would otherwise be possible. Each participating firm designates a key contact that sends monthly statistical reports to other members of the Exchange on a regular basis. The contact also answers participant questions about the firm's research. In turn, this Exchange is part of a larger Research Network, which is open to research directors, research managers, compliance directors, and senior managers of all SIFMA-member firms. The Research Network is an electronic email roster, set up to keep members apprised of developments in the regulatory, supervisory, legislative, and technological areas that affect those who manage securities research operations. There is no charge for membership on these rosters.
Contact: Kyle Brandon
SIFMA provides discounts on cars rented from Avis, Budget and Hertz. The discounts are available for business and leisure travel for employees of members firms and their families. An SIFMA discount card must be presented to receive the lower rate. Discount cards, in unlimited supply, are available from SIFMA. Avis and Budget provide a web page that enables SIFMA members to make reservations online while providing the SIFMA discount.
Contact: JoAnn Coniglio
The Association is involved in a wide range of activities aimed at streamlining processes and procedures within the securities industry. Projects address issues raised by member firms and include regulatory, procedural, legal, technical and tax matters. The eleven autonomous SIFMA Divisions play an important role in this area as do several SIFMA standing committees, such as Capital, Clearing Firms, Operations, Technology Management and Tax Compliance and Administration. Examples of operations activities include Operations Committee meetings with various regulators to discuss pending regulations such as issuer mailings, direct registration, order audit trail, Year 2000 industry wide testing guidelines, the development of New York City area private line voice and data communications networks (Verizon), and Internet access (Verizon) services. Many more specialized but critically important issues are addressed through this comprehensive, flexible and responsive volunteer effort, supported by SIFMA staff. Educational programs include the annual Operations, Technology Management, Operations Update conferences.
Contact Richard Bommer or Art Trager
Telecom - PAETEC Communications
(SEE IP SERVICES)
Telecom-Telecontinuity
(SEE DISASTER RECOVERY-TELECONTINUITY)
In October of 1998, a new Volume Incentive Plan (VIP) was signed. This plan offers SIFMA members discounts on all Verizon services for which long-term commitments are made. Essentially, you negotiate your best deal with Verizon and get additional SIFMA discounts.
To learn specifically how these agreements might benefit your firm and to obtain a password for the VIP web site, contact your Verizon representative or Ellen Bloomstone: ebloomstone@sifma.org (212) 313-1214.
Telecom - Verizon - New York City Private Area Network
A consortium of 125 large securities firms contracted with Verizon (formerly Bell Atlantic & NYNEX) in 1988 to create a voice and data communications network within New York City. Over 24,000 voice and 9,000 data lines are currently operating on this network, saving participants money and providing special service provisions. These lines consist of mostly private lines connecting the trading rooms of participants with each other and their customers.
Contact: Ellen Bloomstone: ebloomstone@sifma.org (212) 313-1214.
TIPS - Standard Securities Calculation Software Library
A developers toolkit of over 1400 functions which provide programmatic access to the industry standard calculations you need for fixed income trading operations, finance, research, portfolio and money management.
Contact: Ellen Bloomstone: ebloomstone@sifma.org (212) 313-1214.