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We want to get to know you, your business and your goals

We’re not your typical tech provider. We don’t just sell you our product and hand over the keys. We want to get to know you, your business and your goals, so we can help you use Lumiant to best effect. 

A Lumiant experience expert answering questions about the Lumiant platform

An ongoing relationship and partnership with Lumiant


We know change isn’t easy, whether it’s implementing a new process or adopting new technology.


We also know your needs will continue to evolve and change, as will the functionality of our platform.


When you become a customer of Lumiant, we’re here to help and will be with you every step of the way as you get the most out of Lumiant in a way that best supports you, your business, and your clients.

Three steps to success

At Lumiant, we pride ourselves on a three pillar approach to ensure you get the most out of our platform and enhance your client experience.

1. Kick off


The start of our journey together. This is where we get to know you, your business, and your clients, so we can create a bespoke onboarding journey for your business. 

We know every business is different, so we work with you to define your ideal Lumiant experience, identify where our platform fits in your processes, and support you in configuring the platform to meet your needs.

In the Kick Off phase our customer success team will help you:

  • Setup your Lumiant site

  • Understand your objectives and goals of Lumiant

  • Define your ideal Lumiant experience

Lumiant customer success kick off process

2. Onboarding


Once we have defined how you will use Lumiant, we’ll then help you with training and adoption across your business to speed up time to ROI. Whether your team needs to be upskilled on soft skills and holding a values-based conversation or how to use Lumiant, our team will be on hand to support you.

Should you need help along the way, we’ve got you covered. Our Support Center is a rich source of information including “how-to” articles and product walkthroughs. Looking to take your Lumiant skills to the next level, we also offer self-directed learning activities and an Academy that coach you in delivering an extraordinary values-based experience.

In the Onboarding phase, our customer success team will provide you with:

  • All team training

  • DIY learning activities

  • Access to the Lumiant Support Center and The Academy

Lumiant Help

3. Support


Our relationship doesn’t end once we’ve got you onboarded. We know client experiences are ever-evolving with consumer expectations. We know advice businesses are ever-changing to meet the changing needs of their clients. We know good customer experiences go beyond the first three to six months of a relationship. 

So our team will continue to be on hand as your trusted Lumiant partner. Helping you as you evolve and mature your use case of Lumiant. Championing the changes, features, and technologies you want to see included in the product roadmap. And being there for you from the day you purchase us until the day we part.

Our ongoing support includes:

  • Ongoing check-ins and progress meetings

  • Best practice sharing

  • Ongoing webinar training series

Lumiant Live Podcast

Learn more


Want a sneak peek of some of our best practices and hear from real advisors using Lumiant with their clients?


Check out our podcast Lumiant Live - the podcast for advice professionals that believe in a values-based experience but still have the question “how does it all work?”



  • Spotify
  • Apple Music
  • Youtube
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Andrew Jeffers


"The level of detail the Lumiant team go to help you map your ideal lumiant experience is amazing. It allows you to hand the process over to others easily and gives them a framework to follow."

Together we can empower more people to live extraordinary lives.

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