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Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
7 17 Credit Union is a progressive financial institution in Ohio offering credit union membership to those who live or work in Trumbull, Mahoning, Columbiana, Portage, Summit and central Stark counties. With twelve branches, 7 17 provides banking services to more than 78,000 Members in the greater Youngstown, Warren, Kent, Ravenna and Canton areas. We are a local, community-minded credit union democratically controlled by its Members. While banks are often bought out by other banks and change names, 7 17 Credit Union continues to grow deep roots in the communities it serves.
Shoemaker Financial is a Nashville, TN-based company in the Financial Services sector.
Civic San Diego is a city-owned non-profit that is the entrepreneurial development partner for targeted urban neighborhoods. We are a one-stop shop with a Neighborhood Development Toolbox that lets us move quickly with public-private development projects and programs.
BancFirst Corporation is a bank holding company. The Company conducts virtually all of its operating activities through its principal wholly owned subsidiary, BancFirst (the Bank), a state-chartered bank headquartered in Oklahoma City, Oklahoma.