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Presenter Profile:

How they describe themselves: BidMoni created FiduciaryShield to improve processes and outcomes in the $5.7T 401(k) market.  As the industry’s first fully electronic marketplace, we deliver data and tech-driven efficiencies to strengthen sales and compliance efforts while supporting the best interest of employees.  We offer solutions for employers, advisors, and employees in helping to mitigate the risk of litigation over breaches of fiduciary duty, adapting to an environment of increased scrutiny, and providing transparency in the industry.

How they describe their product/innovation: FiduciaryShield offers an end-to-end technology solution to empower the growth of financial advisors in the defined contribution space and helps support their fiduciary duties.

The FiduciaryShield patent-pending digital 401(k) marketplace supports advisors in:

1. Finding plan opportunities
2. Connecting with plan sponsors and building relationships
3. Identifying fiduciary risk factors in plans
4. Presenting multiple solutions to remedy these problems
5. Provide ongoing fee analysis and monitoring

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Contacts

Bus. Dev.: Stephen Daigle, CEO, stephen.daigle@bidmoni.com, 601-520-3438
Press: Cameron Hockaday, Chief Compliance Officer & Internal Sales, cameron.hockaday@bidmoni.com, 228-326-6811