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HVTO Industry News
Mar 18, 2008

Six Finalists Announced for 2008 Insight Award for Customer Advocacy in Financial Services

Winner to be Unveiled at Financial Communications Forum, April 16, New York City

 

Boston, MA (March 12, 2008) – Insight Forums, LLC today announced six finalists for the 2008 Insight Award for Customer Advocacy in Financial Services. Sponsored by Art Plus Technology and first presented in 2006, the Award recognizes communications initiatives that provide information customers of financial services need to make fully informed choices and successful purchase decisions.

 

This year's finalists are:

 

§         EZ Route’ from John Hancock

§         ‘Financial Snapshot’ from Morgan Stanley

§         ‘Retirement Income Calculator’ from Prudential Retirement

§         ‘Annual Checkup [Fit for the Future]’ from Putnam

§         ‘Options Playbook’ from Tradeking

§         ‘FIA Today’ from Wealth2K

 

The Award winner will be announced at the 2008 Financial Communications Forum, in a special session that will be held April 16 at The Princeton Club of New York. For more information about either the Award or the Forum, please visit www.insightforums.com.

 

ABOUT INSIGHT FORUMS

Insight Forums produces focused collegial events that bring marketing, technology, compliance, and operations professionals together to present and discuss methods for improving communications strategy and production. Reflecting its focus on business and technical best practices, it presents Insight Awards to winners in both financial services and health care. Additional information is available on the Web at: ww.insightforums.com or by calling Steve Weissman at 617.646.4140.