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Bedford Capital Corporation is a Bedford, NH-based company in the Financial Services sector.
IMM Financial is a Windsor, ON-based company in the Financial Services sector.
Superior Planning is a La Jolla, CA-based company in the Financial Services sector.
The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn`t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry`s most respected strategy and technology consultants, Cornerstone`s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone`s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market.
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.