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Catalyst Finance Partners is a St Thomas, ON-based company in the Financial Services sector.
Since 1952, Kawartha Credit Union has been committed to supporting the financial well-being and quality of life in the communities we serve. Membership at Kawartha is open to anyone looking for a local-focus financial services provider. Our success is the result of our dedication to superior personal service and employee engagement, and Kawartha has been repeatedly recognized as one of the Best Small & Medium Employers in Canada. With over 60 years of banking history, Kawartha delivers a wide range of competitive products and services through online, mobile and telephone channels, 25 convenient branch locations from Parry Sound to Cornwall, and through The Exchange® Network of more than 2,500 surcharge free ATMs in Canada and the U.S.
Bronco Federal Credit Union is a Franklin, VA-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.
Neighbors Credit Union is one of the leading companies in the Financial Services sector.