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The latest news, views and updates from Lumiant
Use case: Going beyond the numbers with HALO
How Capital Insight forged unbreakable client relationships and accelerated growth with personalized longevity planning.
May 29, 20256 min read
Use Case: Demonstrating the real value of advisory services
Financial advisors are all about spotting investments and unlocking value for their clients, but ironically, they can find it challenging...
May 15, 20255 min read
Creating a unified client experience and demonstrating value: Lessons from Treysta Wealth
What if you could halve meeting prep time, show the value of advice and deepen client relationships? Treysta did just that with Lumiant
Feb 26, 20256 min read
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.
Oct 3, 20244 min read
Use Case: Improving the management and engagement of client review meetings
Learn how you can use Lumiant to improve the management and engagement of client review meetings with Australian Private Capital.
Aug 29, 20244 min read
Use Case: Making longevity planning a unique selling point
WE Alliance Wealth Advisors has made personalized longevity assessments with Lumiant HALO a key part of their financial planning experience.
Jul 13, 20244 min read
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