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Pershing provides the resources and solutions that financial services firms, institutional investors, managers and advisors need to succeed.
Introducing the world`s first gift card of stock. You pick the stock and dollar amount (say, $50 of Apple) and pay with a credit card. They get fractional shares of real stock. Or, start your own collection of favorite stocks! Stockpile Investments is the world`s first brokerage platform that makes it easy and affordable for anyone to give, get, and own stock in any dollar amount. Companies of all kinds – financial institutions, loyalty companies, employee benefits companies, retailers, and fintech providers – can leverage our platform to offer Stockpile services and drive customer acquisition, engagement, and revenue.
Gulfstream Business Bank is one of the leading providers in Financial Services. It is based in Lincoln, NE. To find more information about Gulfstream Business Bank, please visit www.gsbb.com
Kansas State University Federal Credit Union is a Manhattan, KS-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.