Use Case: Transforming client relationships with values-based financial planning
How SYKON Capital transformed client relationships with values-based financial planning using Lumiant's Client Experience Platform.
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A place for advisors and clients to call home.
A memorable, measurable, scalable, and transformational values-based advice experience.
Designed by values-based advice professionals, Lumiant’s modules help you Define, Co-Create and Guide clients to live healthier, wealthier and wiser. Our tools enable you to deliver highly personalized advice experiences at scale and empower your clients to live their best lives.
Our modules help transform your qualitative client conversations into quantifiable outcomes, visualizing the impact and value of your advice.
Help clients live healthier, wealthier and wiser lives through engaging client experiences.
Trusted by hundreds of
values-based advice professionals
Michelle Smith, Source Financial Planning
“Lumiant’s advice engagement software maximizes emotional intelligence (EQ), a soft skill that is of paramount importance for successful advisors.”
Calypso Waddell, Australian Private Capital
“If Lumiant ceased to exist I’d be really disappointed. We’ve been looking for something that helped structure these difficult conversations and track goals progress for so long.”
Brent Fairhead, Design Financial Advisory
“Lumiant allows us to capture information in a process and portal that’s more meaningful, consistent and scalable.”
Michelle Smith, Source Financial Planning
“Lumiant’s advice engagement software maximizes emotional intelligence (EQ), a soft skill that is of paramount importance for successful advisors.”
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