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Bossier Federal Credit Union is a Bossier City, LA-based company in the Financial Services sector.
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.
Openly is proud to offer innovative, comprehensive homeowners insurance, wrapped in modern convenience. We arm agents with the tools necessary to serve up a world class customer experience.
Serving retirement plans since 1958 as a leader in the planning, execution, and strategic management of these plans, Cammack Retirement Group, formerly Cammack LaRhette Consulting, provides investment advisory and consulting services on programs with assets totaling more than $75 Billion. As a pioneer in the field, Cammack Retirement`s seasoned team possesses the focus, expertise, and experience to deliver strategic and successful solutions to help clients achieve the greatest return on their employee benefits investment. Our proven approach, along with our commitment to client partnerships, has led to our industry leading client satisfaction scores and average 13-year client longevity. With offices in New York City, Wellesley, Massachusetts, and Lexington, Kentucky* and clients spanning the country, Cammack Retirement is poised to deliver results to plan sponsors nationwide.
California Credit Union League is a Ontario, CA-based company in the Financial Services sector.