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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.
GoldenTree Asset Management is an American asset management firm that was founded in 2000. The firm has its headquarters in New York City and offices in Charlotte, North Carolina, Dublin, London, Singapore, Sydney, Tokyo, and West Palm Beach.
Geneva Financial has doubled down on the “Human” experience; which starts with the Originator. The competition is currently going to great lengths to automate the originator out of the mortgage process, leaving the most important personal financial decision to the fate of robots and unlicensed order takers. Geneva Financial, LLC`s mission is to invest in the best customer service experience at the hands of professional, licensed, loan consultants. This is our vision, our goal, and our burning desire. We will continue to pay the best in business, the highest compensation in the industry while offering the most loan programs at a very competitive price.
Keating Securities is a Greenwood Vlg, CO-based company in the Financial Services sector.
With roots tracing back to 1879, Alerus is a diversified financial services company. We provide business and consumer banking products and services, residential mortgage financing, employer-sponsored retirement plans and benefits administration, and wealth management services to clients across the U.S. Alerus Financial banking and wealth management offices are located in Grand Forks and Fargo, ND, the Minneapolis-St. Paul, MN metropolitan area and Scottsdale and Mesa, AZ. Alerus Retirement and Benefits plan administration offices are located in St. Paul, MN, East Lansing, MI, and Littleton, CO. We focus on helping clients achieve financial wellness by pairing technological tools with personalized guidance. Our fundamental beliefs are: Do the right thing; cherish people; empower with knowledge; respect everyone; serve with passion; embrace change.