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CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
Since 2000, INSBANK has offered its clients highly personalized service provided by experienced relationship managers, while positioning itself as an innovator, utilizing technologies to deliver those services efficiently and conveniently. In addition to its commercial focused operation, INSBANK operates three divisions, Medquity, TMA Medical Banking and INSBANK Online. Medquity offers healthcare banking solutions nationwide to healthcare companies and to individuals, whether they are still in residency, practicing or entering retirement, while TMA Medical Banking provides banking services specifically to members of the Tennessee Medical Association. INSBANK Online offers nationally available virtual private client services for interest bearing deposits. INSBANK is owned by InsCorp, Inc., a Tennessee bank holding company, traded on the OTCQX under symbol IBTN.
Cloud Giants provides consulting services to midsize B2B organizations in the Salesforce ecosystem looking to accelerate revenue operations. Through a unique blend of Salesforce expertise, technical proficiency and business acumen, we drive results and influence meaningful KPIs aligned to your business objectives. Cloud Giants specializes in: Increasing the velocity of revenue operations Reducing friction in the selling process Providing process transparency to all teams involved in the revenue lifecycle Simplifying and automating business processes Enhancing and streamlining the buyer experience Minimizing technical debt and delivering quicker time to value Our expertise includes Revenue Cloud/CPQ, Sales Cloud, and Experience Cloud solutions.