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:
Kevin Fox
Director, Exhibit & Sponsorship Sales
P: 212-313-1292
kfox@sifma.org
SIFMA provides members with affinity programs that offer the following discounts and services:
- Business Continuity Planning
- Computer Maintenance
- Entertainment
- Investments
- Market Data-QUODD
- Qualtrics
- Regional Research Exchange and Research Network
- Rental Cars
- Tech/Operations Programs
- Telecom - Verizon Local
- Telecom - Verizon - New York City Private Area Network
- TIPS
Everbridge
Everbridge, the world’s recognized leader in incident notification systems, merges technology with industry expertise to help millions of people communicate in a crisis, manage operational incidents and connect on a daily basis. The company’s notification platform and incident lifecycle communications model makes communicating to many as simple and effective as communicating to one. Organizations in more than 100 countries—including Salesforce.com, AirTran Airways, the American Red Cross, and Virginia Tech—rely on Everbridge for their emergency notification and day-to-day communication needs.
For more information about Everbridge, visit www.everbridge.com or view the press release.
Contacts:
Younjee Kim, Marcom Director
Everbridge, Inc.
818.230.9729
younjee.kim@everbridge.com
Scott Finkelstein
Everbridge
21 Hamilton Dr.
Epping, NH 03042
(617) 888-1312 scott.finkelstein@everbridge.com
Computer Maintenance
Delta offers Computer Maintenance for mainframes,midrange computer systems and PCs. Among the manufacturers they represent are: IBM,Hewlett Packard,Sun Microsystems,EMC, STK,Xerox, Oce, Canon, Hitachi,Dell and all Intel Based Products.
Delta Computer Group offers 2 hour res ponse time, 24 hours a day, 365 days per year. They have specialists on every platform, but their technicians are cross-trained to work effectively in today’s multi platform arenas. As a result, system downtime is greatly minimized. Their readiness to meet our members needs is further demonstrated through their comprehensive, onsite spare parts and equipment inventory. SIFMA members receive discounted pricing.
Contacts: Kevin Fox or (212) 313-1292
Entertainment
Brooks Brothers
All SIFMA members have the opportunity to enroll for the Brooks Brothers Corporate
Membership Card. This benefit was initiated to provide you with enjoyable incentives and an every day 15% savings when shopping for your wardrobe needs.
Click here for more information.
Brooks Brothers Corporate Incentive Services is pleased to announce the opening of
Brooks Brothers Canada stores:
1026 Alberni Street, Vancouver
and
200 Bay Street, Royal Bank Plaza, Toronto
All enrolled corporate members can now enjoy a 15% savings on regular price merchandise when shopping at Brooks Brothers Canada stores, as well as U.S. store locations.
This is a great opportunity for you to update your enrollment information and re-communicate this benefit to all your employees / members through the U.S. and Canada.
For your convenience, download a copy of the updated enrollment instructions for the Brooks Brothers Corporate Membership Card. All employees/members will need to provide the Organization ID# and Pin Code# to enroll for their Membership Card.
Please include your Organization ID# and Pin Code# when communicating the benefit, this information will not be provided to your employees/members over the phone.
For information, contact Kevin Fox at kfox@sifma.org or (212) 313-1292.
Plum Benefits
www.plumbenefits.com
Entertainment tickets are notoriously difficult to get. It's a hassle. You don't know what is available. You don't know when it's available. Events are sold out. Tickets are too much money. Because the barriers to entertainment are many, when a young corporate executive realized that she could make the process easier for her busy colleagues, she jumped at the chance. Hence Plum Benefits (formerly SVM Corporate Marketing) was born. Because of our honest, helpful and customer-focused approach to doing business, what began with one offer for one corporation has grown to a company directly distributing over 40 monthly offers to employees at over 25,000 corporations. Our entertainment-focused service is provided as a benefit exclusively for corporate employees. We connect entertainment events with corporate employees, offering ease of use, strategy and support. In addition we are committed to providing service and results to our clients.
Click here to view Current Discount Entertainment Guide
Retirement Capital Group, Inc. (RCG)
The Securities Industry and Financial Markets Association (SIFMA) and Retirement Capital Group (RCG) are pleased to announce a new Affinity Partnership available only to SIFMA members. The program, called the “The Wealth Management Trust SM”, features a tax-advantaged wealth accumulation plan designed specifically for highly compensated individuals, such as senior executives and top registered representatives. This program is available to firms with either an employee or independent contractor sales channel.
The Wealth Management Trust offers tax advantages with unlimited contributions and no restrictions or early withdrawal penalties with respect to distributions. Because the program is structured as an Affinity Partnership sponsored by SIFMA, all member firms electing to participate will have access to favorable terms typically available only to large institutional buyers.
For more information, read the announcement.
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 Kevin Fox or (212) 313-1292.
Qualtrics Labs, Inc. is a pioneer in enterprise feedback management and survey software that combines the sophistication demanded by Americas elite researchers, with the ease needed for an intern. Qualtrics makes it possible for any organization to make information-based decisions. In an increasingly competitive world, organizations that survive must be driven by real data.
For this reason, Qualtrics is used by the worlds leading universities, businesses and philanthropic organizations. Wharton, Kellog, and Yale demand their cutting-edge research be supported by a tool innovative, comprehensive and intuitive enough to perform experimental research. Apple, ABC and Microsoft needed something that could keep up with their expanding markets. Each of these organizations had one thing in common - they found what they needed in Qualtrics.
From branded screens to over 85 questions types, Qualtrics is the most used,
easiest to manage survey research tool.
Contact: Dan Watkins dwatkins@qualtrics.com
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.
Contacts: Kevin Fox or (212) 313-1292
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
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: Kevin Fox (212) 313-1292.
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: Kevin Fox (212) 313-1292.