Sep 22, 20234 minCustomer Case StudiesEmpowering women to find their identity In this Lumiant case study, we take a look at how Source Financial uses Values to connect with clients and define their best lives
Sep 19, 20232 minPress ReleasesAdvice Engagement Platform Lumiant Announces Partnership with Concourse Financial Group SecuritiesLumiant Announces Partnership with Concourse Financial Group Securities to Deliver Holistic Advice and Superior Client Experience
Aug 23, 20233 minCustomer Case StudiesWin More Financial Planning Clients With Lumiant HALOIn this case study, we explore: Covering specific, insurable needs with HALO; and Differentiating your practice
Aug 23, 20233 minCustomer Case StudiesDelivering More Personalized Advice with Lumiant HALOIn this Lumiant HALO case study we explore: How HALO helps personalize financial solutions; and How HALO positions you as the expert.
Aug 21, 20235 minCustomer Case StudiesA Case Study with Telemus Capital: Grow your business with Lumiant HALOTelemus Capital illustrates how the HALO Planner generates new prospects and creates planning opportunities for existing clients using HALO