Advice Engagement Platform Lumiant Announces Partnership with Concourse Financial Group Securities to Deliver Holistic Advice and Superior Client Experience
CFGS’ 450 financial professionals will now be able to incorporate Lumiant’s award-winning platform and solutions to drive extraordinary client experiences and outcomes CHICAGO–(BUSINESS WIRE)–Lumiant, an advice and client engagement platform that empowers financial professionals to connect with clients and families around their lives, values, and finances, today announced a strategic partnership with Birmingham, Ala.-based Concourse […]