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Join date: Mar 12, 2023
Posts (64)
Feb 25, 2025 ∙ 6 min
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
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Oct 3, 2024 ∙ 4 min
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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Aug 29, 2024 ∙ 4 min
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.
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Ash Lockett
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