SIFMA’s Sales and Member Engagement teams are dedicated to working with you to develop a customized program that can help you achieve your business objectives.


Our unique organization presents you with the opportunity to engage key decision-makers in the capital markets at hundreds of financial services companies, from small and regional firms to the largest global organizations.

We are pleased to offer several opportunities to engage with our unique audience demographic, including:

  • Strategic Partner Program (SPP)
  • Premium Associate Membership
  • Sources: A Resource Directory
  • SIFMA SmartBrief and Dashboard
  • SIFMA Conferences and Events
  • Media and Network Group Partnerships




Diana Serri
[email protected]

Tamara (Tondu) Bailey
[email protected]

Member Engagement

Tom Tierney
[email protected]

Communications and Marketing

Emily Reinus
[email protected]

Our Partners

Premium Associate Members / Strategic Partners

  • Amazon Web Services

    For 13 years, Amazon Web Services has been the world’s most comprehensive and broadly adopted cloud platform. AWS offers over 165 fully featured services for compute, storage, databases, networking, analytics, robotics, machine learning and artificial intelligence (AI), Internet of Things (IoT), mobile, security, hybrid, virtual and augmented reality (VR and AR), media, and application development, deployment, and management from 64 Availability Zones (AZs) within 21 geographic regions, spanning the U.S., Australia, Brazil, Canada, China, France, Germany, Hong Kong Special Administrative Region, India, Ireland, Japan, Korea, Singapore, Sweden, and the UK. Millions of customers, including the fastest-growing startups, largest enterprises, and leading government agencies, trust AWS to power their infrastructure, become more agile, and lower costs.

  • Broadridge Financial Solutions, Inc.

    Broadridge is a leading full-service outsourcing provider to the global financial industry, capable of meeting the most demanding requirements for efficient, secure and scalable operational support. Our reach spans the world, and encompasses an extensive array of services – from account opening and securities transaction processing to correspondent clearing to document management and investor communications as well as full operational staff outsourcing. A steadfast source of processing support, we help financial services institutions and public companies increase productivity, streamline operations, enter new markets with new products more quickly, drive down back-office costs and better manage risk. Today’s dynamic business environment calls for this kind of reliable and efficient multi-dimensional support. Our wealth of solutions and deep expertise let you focus on differentiating your firm in today’s complex and competitive global marketplace.

  • Deloitte

    30 Rockefeller Plaza
    New York, NY 10112-0015


    Across the complex banking and securities industry, financial institutions face increased regulation, new and evolving disruptors, and a challenging growth environment. To help institutions prepare for and face these obstacles head on, Deloitte’s Banking & Securities practice taps into our global network of 40,000 industry professionals – bringing together diverse and experienced teams when and where you need us. Deloitte serves 95 percent of the top 20 US securities firms and audits one-third of those firms. Our professionals deliver innovative, forward-looking strategies to help you navigate through today’s complex landscape and better position your firm for the future. To learn more about our practice and our industry insights, visit

  • EY

    5 Times Square
    New York, NY 10036


    The global network of EY firms understands the importance of asking great questions. It’s how you innovate, transform and achieve a better working world. Finance and capital markets fuel our lives. No other sector can touch so many people or shape so many futures. That’s why globally our network includes 26,000 people who focus on financial services. Our financial services teams are dedicated to providing assurance, tax, transaction and advisory services to the banking and capital markets, insurance, and wealth and asset management sectors. It’s our global connectivity and local knowledge that ensures we deliver the insights and quality services to help build trust and confidence in the capital markets and in economies the world over. The better the question. The better the answer. The better the world works.

  • FICO

    FICO Scores
    200 Smith Ranch Road
    San Rafael, CA 94903


    A leading analytics software company, FICO’s groundbreaking use of Big Data and mathematical algorithms to predict consumer behavior has transformed entire industries.

  • FIS

    601 Riverside Ave
    Jacksonville, FL 32204


    FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities and domain expertise, FIS serves more than 20,000 clients in over 130 countries. Headquartered in Jacksonville, Fla., FIS employs more than 52,000 people worldwide and holds leadership positions in payment processing, financial software and banking solutions. Providing software, services and outsourcing of the technology that empowers the financial world, FIS is a Fortune 500 company and is a member of Standard & Poor’s 500® Index.

  • Google Cloud

    1600 Amphitheatre Parkway, Mountain View, CA 94043


    Google Cloud is widely recognized as a global leader in delivering a secure, open, intelligent and transformative enterprise cloud platform. Our technology is built on Google’s private network and is the product of nearly 20 years of innovation in security, network architecture, collaboration, artificial intelligence and open source software. We offer a simply engineered set of tools and unparalleled technology across Google Cloud Platform and G Suite that help bring people, insights and ideas together. Customers across more than 150 countries trust Google Cloud to modernize their computing environment for today’s digital world.

  • Hearsay Systems

    185 Berry Street, Suite 3800
    San Francisco, CA 94107


    Hearsay Systems offers the complete client engagement solution for financial services, empowering advisors and agents to effectively use digital to build stronger relationships that grow business. Its Hearsay 360 platform is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance companies including New York Life, Raymond James, and Vanguard.

    Hearsay 360 enables efficient and compliant client engagement across digital channels including social networks, text messaging, websites and email. Its prescriptive technology processes and prioritizes data across digital channels and systems and suggests what advisors should do next, saving them time and eliminating guesswork. For the enterprise, Hearsay 360 unifies client engagement from across the organization, breaking down functional silos and providing relationship building and accountability for sales; brand governance and amplification for marketing; efficient supervision and review for compliance; and an open enterprise-ready platform for IT.

    Hearsay is a SIFMA strategic partner, LIMRA Elite Strategic partner, GAMA partner and MBA associate member, and has raised $51 million from Sequoia Capital, NEA and private investors. The company is headquartered in Silicon Valley with teams in New York, Seattle, Chicago, Atlanta, Austin, Toronto, London, Paris, Frankfurt and Hong Kong. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog.

  • IBM

    1 New Orchard Road
    Armonk, NY 10504


    IBM is one of the world’s largest consulting and technology companies with over 100 years of leadership in helping institutions innovate by holistically bridging business and IT strategies. IBM brings deep expertise in all facets of the financial services industry and an understanding of the operating models and business processes that must be redesigned and fused with new technologies to help businesses create new revenue sources and customer experiences while improving operational efficiencies.

  • PwC

    300 Madison Avenue
    New York, NY 10017


    With offices in 157 countries and more than 208,000 people, we are among the leading professional services networks in the world. We help organisations and individuals create the value they’re looking for, by delivering quality in assurance, tax and advisory services.

  • Tata Consultancy Services

    Tata Consultancy Services is an IT services, consulting and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for the last fifty years. TCS offers a consulting-led, cognitive powered, integrated portfolio of IT, Business & Technology Services, and engineering.

    The TCS BaNCS universal financial solution from TCS Financial Solutions is designed to help financial services institutions enhance end customer experience, enabling them to embrace open and innovative technologies that embody true digital customer engagement.  Deployed at more than 450 installations worldwide, it is the largest collection of components, enterprise and consumer apps for the financial industry made available through the cloud, helping firms become more agile and intelligent by leveraging the power of new and extended ecosystems.

    TCS BaNCS aspires to be better than established benchmarks, which is why we’ve embedded an Alpha (“á”) consciously and prominently within our brand, to remind ourselves of the superior returns that we strive to deliver to our customers.


  • Fidelity

    200 Seaport Boulevard ZP2
    Boston, MA 02110


    Fidelity Clearing & Custody Solutions (SM) provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management consulting to broker-dealer firms, banks, insurance companies, registered investment advisors—including strategic acquirers and professional asset managers—and retirement recordkeepers. FCCS’ goal is to help institutional clients be future-ready by offering access to exceptional people, knowledgeable consultations, and transformative technology.


  • IHS Markit

    IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and expertise to forge solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 85 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.

  • Protiviti

    888 Seventh Avenue
    13th Floor
    New York, NY 10106


    Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independently owned Member Firms provide consulting solutions in finance, technology, operations, data, analytics, governance, risk and internal audit to our clients through our network of more than 75 offices in over 27 countries. We have served more than 60 percent of Fortune 1000® and 35 percent of Fortune Global 500® companies. We also work with smaller, growing companies, including those looking to go public, as well as with government agencies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI). Founded in 1948, Robert Half is a member of the S&P 500 index.

  • Refinitiv

    Refinitiv, formerly the Financial & Risk business of Thomson Reuters, is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in over 190 countries. With a dynamic combination of data, insights, technology, and Reuters news, our customers can access solutions for every challenge, including a breadth of applications, tools, and content – all supported by human expertise. We’re realizing a brighter future for the industry that defines it. With a partner network that spans the global financial community, our best-in-class data and expert insights transform information into the solutions that move us forward together.