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Investment funds

The Lumi platform offers authenticated or public access to the live event where written and verbal questions can be put to the meeting and important documents can be viewed, whilst watching the broadcast.

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Investment funds


The Lumi platform offers authenticated or public access to the live event where written and verbal questions can be put to the meeting and important documents can be viewed, whilst watching the broadcast.

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Investment funds

Familiarity and consistency


Lumi can assist with all types of meetings from the simplistic to the complex. Our highly customizable platform can have its feature set adapted to suit your requirements. So whether you want pre-registration or public access, documents released at a specific time, or what style of Q&A and broadcast you will offer, we have the solutions for you. 


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Stakeholders benefits

Moderator


The Lumi platform gives moderators complete control during Q&A sessions allowing them to categorize, filter, and prioritize messages.  

Moderators can directly respond to shareholders and propose an answer to the chair, to help with responses, and maintain complete control over the remote displays to assist with alternating written and verbal questions for a balanced Q&A session.

Chairman of the Board


Visibility and efficiency are key for any Chairperson to conduct a meeting in an orderly and balanced fashion. 

Lumi's solution takes away the complexity of adding remote participants to your meeting and allows you to seamlessly integrate written and verbal questions. All of this is provided in a customizable display for the Chair, who can have a full overview of the messages and the speaker queue. Lumi can support speakers remotely or onsite with a brand of broadcast options.

Members


The Lumi platform can be configured for authenticated users or public access. On the platform, the agenda and important meeting information can be displayed.

Verbal questions can be put to the meeting and direct responses to written questions can be received. When documents are released, they can be viewed on the platform or downloaded to a shareholders device.

Solution elements

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Pre-meeting

Organizers can choose from an open or closed forum and customize the flow of registration.

Access is provided through branded microsites with event pages, links to pre-registration sites, or direct access to live meeting via a one-time sign-up.

Terms and conditions can be added during the login process if information about the meeting is of a sensitive nature.

Event pages can contain important meeting information and documents.

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Home Screen

The live meeting home screen provides an area to outline the meeting agenda and any important information, such as instructions on how to pose written or verbal questions.

The WYSISYG rich text format allows for branding and theming to be implemented to company guidelines giving flexibility in terms of layout and design.

Authenticated users can be presented with additional information that is not visible to guests.

The navigation bar shows the features available to the participant.

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Messaging Screen

Moderation can be turned off or on for your event depending on whether you want written messages instantly displayed, either publicly to participants or privately to key stakeholders.

Written questions, of 250, 1000, or 3000 characters, can be categorized by investors from a pre-defined list and direct responses are received to their device.

Moderators can append answers to messages to assist with responses, and prioritize and label them, alternating between written and oral questions throughout the Q&A.

Verbal questions can be taken with video or audio only via our integrated solutions which include Zoom.

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Lumi AGM Mobile - Phoenix Broadcast Video and Slides

Lumi can provide onsite or remote broadcast options with supplied hardware and support or configure our platform to incorporate external broadcasters.

From our in-house bespoke studios, our producers can switch between a number of flexible layouts, mix in branded and themed lower thirds, and any pre-recorded video you may require.

Webcams will be seamlessly mixed along with lower thirds, which can include name, title, and company, and this can be full screen, side by side, or mixed with videos.

Dedicated project managers will organize the hardware, rehearsals, and running of the live event, supporting with advice, scripts, and templates to ensure consistency across all collateral.

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Lumi AGM Mobile - Phoenix IR Document Screen

Up to 50 documents can be displayed and viewed on the platform.

We can release new documents to the platform at any time before, during, or after the meeting to coincide with your presentations.

PDF documents can be published in the platform to a document repository providing easy access and the ability to download to your device.

Documents can be viewed at any point during the meeting whilst maintaining the ability to continue watching the broadcast.

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Reporting-1

Reports can be produced instantaneously at any point during pre-registration or the live meeting, providing organizers with an up-to-the-minute view on attendance.

Every question is captured along with who asked it and any additional notes such as their company.

If Lumi handles the broadcast, you can also receive recordings and transcripts from the event.

Access


Pre-meeting

Organizers can choose from an open or closed forum and customize the flow of registration.

Access is provided through branded microsites with event pages, links to pre-registration sites, or direct access to live meeting via a one-time sign-up.

Terms and conditions can be added during the login process if information about the meeting is of a sensitive nature.

Event pages can contain important meeting information and documents.

Home Screen


Home Screen

The live meeting home screen provides an area to outline the meeting agenda and any important information, such as instructions on how to pose written or verbal questions.

The WYSISYG rich text format allows for branding and theming to be implemented to company guidelines giving flexibility in terms of layout and design.

Authenticated users can be presented with additional information that is not visible to guests.

The navigation bar shows the features available to the participant.

Q&A


Messaging Screen

Moderation can be turned off or on for your event depending on whether you want written messages instantly displayed, either publicly to participants or privately to key stakeholders.

Written questions, of 250, 1000, or 3000 characters, can be categorized by investors from a pre-defined list and direct responses are received to their device.

Moderators can append answers to messages to assist with responses, and prioritize and label them, alternating between written and oral questions throughout the Q&A.

Verbal questions can be taken with video or audio only via our integrated solutions which include Zoom.

Broadcast


Lumi AGM Mobile - Phoenix Broadcast Video and Slides

Lumi can provide onsite or remote broadcast options with supplied hardware and support or configure our platform to incorporate external broadcasters.

From our in-house bespoke studios, our producers can switch between a number of flexible layouts, mix in branded and themed lower thirds, and any pre-recorded video you may require.

Webcams will be seamlessly mixed along with lower thirds, which can include name, title, and company, and this can be full screen, side by side, or mixed with videos.

Dedicated project managers will organize the hardware, rehearsals, and running of the live event, supporting with advice, scripts, and templates to ensure consistency across all collateral.

Documents


Lumi AGM Mobile - Phoenix IR Document Screen

Up to 50 documents can be displayed and viewed on the platform.

We can release new documents to the platform at any time before, during, or after the meeting to coincide with your presentations.

PDF documents can be published in the platform to a document repository providing easy access and the ability to download to your device.

Documents can be viewed at any point during the meeting whilst maintaining the ability to continue watching the broadcast.

Reporting


Reporting-1

Reports can be produced instantaneously at any point during pre-registration or the live meeting, providing organizers with an up-to-the-minute view on attendance.

Every question is captured along with who asked it and any additional notes such as their company.

If Lumi handles the broadcast, you can also receive recordings and transcripts from the event.


Download Product Sheet
Ahli Bank

Your support and efforts in planning and accomplishing this top-notch meeting certainly contributed to our success. We sincerely appreciate your efficient, quality of service, the level of detail and accountability you have demonstrated on this virtual AGM, and the way you conducted the service as a whole.

Ahli-Bank-testimonial

Want to transform your next meeting?


If you have a question, would like more information or would like to talk to one of our experienced team, then please complete the short form on the right and we will be in touch as soon as we can. We look forward to hearing from you.

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