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Business Partners

Cannon Financial Business Partners Lennick Aberman Group

Lennick Aberman Group

Based in Minneapolis, the Lennick Aberman Group (LAG) delivers products and services designed to help you develop the moral and emotional competencies necessary to achieve sustained optimal performance. Services include individual and team coaching, workshops, webinars and keynote speaking. Products include self-assessments, as well as tools and exercises to help you improve your performance in any arena. To request an initial consultation, please call Cannon at 706-353-3346 or e-mail info@cannonfinancial.com.

What can LAG do for you? View their Services Guide to find out more.

 


Services Guide


Cannon Financial Business Partners Advisys, Inc. Logo

Advisys, Inc.

Advisys, Inc. is a leading financial services technology company. Its products, including Back Room Technician®, are widely used to increase sales, train existing advisors, engage high-level recruits, educate consumers on product offerings and market to prospective and existing clients. The comprehensive reports, calculations, charts, graphs and illustrations are used by more than 65,000 financial professionals nationwide. For more information, please call 800.777.3162 option 2 or visit www.advisys.com.

 


Cannon Financial Business Partner Quantifacts, Inc. Logo

Quantifacts, Inc

Founded in 1980, Quantifacts, Inc., has focused on providing wealth management institutions with fee modeling, analysis, optimization and reporting technology and services.  Its Q4 Wealth Management System software provides wealth managers with a “whole view” of their business by gathering account and position level data from disparate systems while balancing results to the general ledger with all of the detail sums balanced to the bottom line.  Quantifacts has helped many organizations, including twenty of the Top 50 trust banks in the U.S. to perform new fee campaigns, substandard fee recovery, budgeting and forecasting projects, fee change analyses, and profitability modeling.
http://www.quantifacts.com/

 


Cannon Financial Business Partner SumTotal Systems

SumTotal Systems

SumTotal Systems is the market leader and global provider of talent development solutions. SumTotal deploys mission-critical solutions designed to drive learning, align goals, develop skills, assess performance, plan for succession and set compensation. SumTotal’s solutions aim to accelerate performance and profits for more than 1,500 companies and governments of all sizes. Mountain View, Calif.-based SumTotal has offices across Asia, Australia, Europe and North America.
http://www.sumtotalsystems.com/

Cannon Financial Business Partner SumTotal Systems

CapitalBase.com

CapitalBase.com is a wealth management tool box used by Cannon clients for sales & service process execution, client experience management and business process automation to streamline elements like account acceptance, incentive automation, reviews, compliance, automated reporting and other core wealth workflows.

Developed and distributed in partnership with Cannon and eBridgebuilders Financial Systems, these web-based customizable tools help wealth professionals (and their managers) implement & monitor strategies from Cannon programs like Growing Your Business, Cannon Certified Wealth Strategist® and Cannon On Site Consulting -- and gain efficiencies performing their wealth management job-role duties to increase available time & focus with clients, prospects and COIs.

For more information, contact your Cannon RM or visit www.CapitalBase.com