The latest news, views and updates in advice engagement

Oct 34 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.

158 views0 comments

Aug 294 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.

104 views0 comments

Jul 134 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.

159 views0 comments

Sep 22, 20234 min read

Empowering 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

67 views0 comments

Aug 23, 20233 min read

Win More Financial Planning Clients With Lumiant HALO

In this case study, we explore: Covering specific, insurable needs with HALO; and Differentiating your practice

60 views0 comments

Aug 23, 20233 min read

Delivering More Personalized Advice with Lumiant HALO

In this Lumiant HALO case study we explore: How HALO helps personalize financial solutions; and How HALO positions you as the expert.

41 views0 comments