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Give your clients a better meeting experience

Lumi Global provides the technology for registrars & transfer agents to deliver better meetings for their client base by ensuring seamless data exchange, secure shareholder authentication, and real-time reporting. 

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Trusted to power the meetings that matter

The Lumi Platform works hand-in-hand with registrars & transfer agents to power AGMs that are efficient, compliant, and easy to manage. From real-time attendance monitoring to secure voting, we provide you with everything you need to deliver exceptional results for your clients.

Why should registrars & transfer agents choose Lumi Global?

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Enhance your service offering

Provide clients with a complete, end-to-end meeting solution.
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Improved client satisfaction

Leverage our features to facilitate a smooth event registration process.
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Compliance and security

The Lumi registration process is SRD II and GDPR compliant, ensuring you meet industry standards. 

Supporting your events

Exceed your clients’ expectations

Lumi Global assists with rehearsals, live event support, and ongoing platform training. Our consultants ensure you understand every detail, from registration management to real-time attendance updates. When you partner with us, you can deliver AGMs that exceed your clients’ expectations as we handle the technical aspects behind the scenes.

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Supporting your operations

Ensuring seamless 
data exchange

From the moment you sign the contract, Lumi Global offers expert consultancy and detailed reporting to ensure smooth data import into our system. We also coordinate site visits to evaluate venue infrastructure, collaborate with IT teams, and test solutions ahead of your event, guaranteeing everything runs flawlessly on the day.

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Explore some of the Lumi Platform’s features

Select a tab to learn about our features in more detail. 

Set your meeting up 
for success

Lumi Global helps with every aspect of meeting preparation, from coordinating email communications and live documents to providing scripts, hints, and tips. 

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Optimize registrations with ease

Receive hands-on assistance and training for the registration platform. Easily search, authenticate, and register participants using smart devices or paper polls. Manage accounts efficiently, link multiple account types, and monitor attendance and quorum in real time with automated alerts.

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Conduct efficient, real-time polling

Handle resolutions individually or in groups and manage complex elections with various vote classes. Provide instant voting confirmations to shareholders and allow them to recast votes while polls are open. Easily monitor and display real-time results to in-room and virtual attendees as they update.

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Interactive, engaging Q&As 

Enable participants to submit questions before and during the meeting. With the Lumi Platform, you can display a moderated question queue to the Chair and Board to ensure a smooth flow of discussion. Prioritize, group, and tag questions effectively, while managing inappropriate submissions discreetly.

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Effortless live streaming and document sharing

Manage live streaming and speaker transitions effortlessly, whether participants are in-room or remote. Facilitate smooth interactions by allowing question submissions and handling speaker queues with precision.

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Track and review meeting attendance

Lumi Global provides a full suite of reporting tools, offering a transparent record of attendance, votes, and meeting outcomes. If we facilitate the broadcast, we include a full recording along with all submitted questions and responses. Registrars can review and validate results before final publication.

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Read Lumi Global success stories

Case Study | Haleon: Virtual AGM solution in consumer healthcare

Introduction Haleon is a world-leading consumer health company dedicated to delivering better everyday health with humanity. With revenue of £11.3 billion and a portfolio of consumer healthcare products that includes power brands like Sensodyne, Panadol, and Centrum, Haleon needed its 2024 AGM to reflect the innovative nature of such an influential business. Read on to discover how Haleon and...

Stella-Jones organizes an award-winning Investor Day with Lumi Global's platform

Overview Client: Stella-Jones Industry: Pressure-treated wood products manufacturing Challenge: Enhancing stakeholder communication and effectively conveying key business messages Solution: Utilizing Lumi Global’s platform and Lumi Experience venue for a seamless hybrid IR meeting experience Results: An Investor Day that garnered industry praise and an award for best small to mid-cap investor...

Stella-Jones

ELCA Conducts Instant, Electronic Elections

Discovery The Evangelical Lutheran Church in America (ELCA) was holding their 2013 Churchwide Assembly and was searching for an electronic voting solution that also had a microphone queuing and speaker identification system. They were referred to Lumi by a fellow faith-based organization that had used Lumi’s election services for many years. The ELCA needed to conduct over 80 motion votes and...

ELCA

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Take your meetings to the next level

Join the world’s leading organizations that trust Lumi Global with their critical meetings.