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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.
cor Financial Solutions is a New York, NY-based company in the Financial Services sector.
RiskMetrics Group, Inc. is a provider of risk management and corporate governance products and services to participants in the global financial markets.
Since 1989, MedAssist has been improving revenue cycle performance for healthcare providers throughout the United States. For the eighth consecutive year, MedAssist has earned the prestigious Healthcare Financial Management Association (HFMA) Peer Review designation. Our mission is to leverage demonstrated operational excellence and proven performance track record while treating patients with dignity, compassion and respect for our more than 700 clients.
HomeWise Insurance Group is a Tampa, FL-based company in the Financial Services sector.