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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. 

Trusted to make the meetings that matter exceptional by the world’s biggest organizations

Pre-meeting

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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Registration

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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Polling

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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Q&A

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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Broadcast

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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Reporting

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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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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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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Read Lumi Global success stories

Case Study | AANA: Annual business meeting redefined with Lumi Global's hybrid approach

Introduction For the American Association of Nurse Anesthesiology (AANA), the annual business meeting – held during the association’s Annual Congress – represents the opportunity for its 60,000+ members the opportunity to give their input on the policies and platforms that impact them before the voting on the organization’s proposed bylaw amendments or resolutions takes place at a later date....

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...

Case Study | National Association of Realtors: Enhancing Member Participation

Introduction The National Association of Realtors (NAR) successfully transitioned to hybrid governance meetings following the pandemic, demonstrating how technology and strategic planning can enhance member participation. Facing a diverse membership of 1.5 million professionals spread across various geographies, NAR recognized the need to adapt their traditional meeting formats to be more...
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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.