What if you could create a unified, consistent client experience across locations and advisors while cutting meeting prep time in half, demonstrating the true value of advice and deepening client relationships - all with one platform?
Every financial advisor knows the importance of delivering an exceptional client experience—it’s what sets you apart from the competition. The challenge lies in creating meaningful, engaging interactions while balancing the complexity of preparation and systems needed to hold an engaging, dynamic meeting.
What if we told you things could be different? That a single platform that unifies client information and enables dynamic meetings could help you reduce prep time, increase client engagement and demonstrate the value of your advice?
This was the aim of Treysta Wealth, a Sydney-based financial advice firm that specialises in providing personalised financial advice for individuals, families and small to medium-sized enterprises. Crucially, Treysta Wealth was experiencing strong growth. It wasn’t just bringing in new clients organically, but also new advisors and their clients through acquisitions of other firms. With this opportunity also comes a challenge: how can you ensure a consistent client experience across both your existing and new advisors? While each advisor is a unique individual with unique client relationships, Treysta Wealth wanted to ensure that these were wrapped up in a consistent experience.
The way to do this? Technology.
Here’s how Treysta Wealth successfully integrated Lumiant into their practice to create a unified, dynamic client-first experience, and what other advisors can learn from their approach.
Step One: Unify client data to save time and focus on what matters
No one client is the same. Everyone has different goals, risk appetites and financial aspirations. Treysta Wealth knows this well and has been tailoring financial advice to meet their clients' lifestyle and financial goals for over 30 years.
Equally, no advisor is the same. They have different experiences and different processes. While this uniqueness is a strength (allowing you to match clients to the right advisor), it can create friction around onboarding, admin processes or client communication styles. Treysta Wealth wanted to mitigate this and provide a consistently excellent experience across the firm.
In particular, preparing for meetings was challenging and time-consuming, as client data was scattered across multiple systems. Even worse, when presenting the information back to the client, advisors had to “tab-hop” across these different systems, creating a disjointed meeting experience.
Lumiant eliminated this inefficiency by centralizing everything into a single client dashboard, including all the previous meeting notes, investment reports, financial portfolios and personal goals. Everything is captured in a highly visual dashboard that enables both the advisor and client to see it all in one place.
Not only has this unified platform cut meeting preparation time by 50%, but it’s also enabled a more seamless meeting experience. For most clients, this is the first time seeing everything in a single place and finally having a high-level view of what they are aiming for.
“Before Lumiant, preparing for meetings took about an hour and a half. Now, it’s just 45 minutes. That means more time back for advisors to spend meeting their clients, which is more meaningful because we can show the client all the information we’re talking about all in one place.” – Mark Nagle, Executive Director at Treysta
Want to streamline your meetings? Here are some best practices from Treysta
Consolidate all client data into a single platform to reduce prep time. Treysta took a gradual client-by-client approach to transitioning their data into Lumiant, ensuring minimal disruption.
Use Lumiant’s features, such as Goals, Vault, Governance and Net Worth to house all the important client information - whether it’s meeting notes, personal goals, investment reports or the clients financial accounts. It makes everything accessible in every meeting.
Think about the structure of your new meetings with Lumiant. Where will you start and what is your flow? Knowing how you will structure the meetings means you can dive into the modules that matter to have more meaningful conversations with the right information on screen.
Step Two: Engage clients with dynamic, interactive meetings
No client ever said going through portfolio performance reports is fun. If you’re not excited by financial performance, this type of meeting will immediately disengage you from the process.
They want to talk about their goals and aspirations. They want to see how they are progressing with their financial plan and have conversations about their future.
Personalizing financial planning meetings and having these deep conversations is something Treysta specializes in. But they did not have the technology to support this.
Enter Lumiant.
Lumiant has transformed the meeting experience into one that’s dynamic and consistent across the firm. Rather than capturing the information with pen and paper, advisors now update client goals and plans in real-time, turning static reviews into collaborative sessions.
This not only improves client satisfaction but also reduces the time spent on repetitive administrative tasks - like updating meeting notes after a client meeting.
“I truly think it’s the biggest leap in client experience that we’ve had in a decade” - Mark Nagle, Executive Director at Treysta
Want to create more dynamic meetings? Here are some best practices from Treysta
Use Lumiant’s visual tools to engage clients during the meeting, whether that be the Net Worth report or the Goals kanban board.
Update goals, plans and financial strategies interactively. Use Lumiant’s features to implement these changes in real-time so clients can see the actions you’ll take following your conversation.
By capturing key actions in your meetings, using modules like Tasks, advisors can reduce admin time. Additionally, using Lumiant’s Best Life Plan, these changes can be printed out or sent as a PDF directly after the meeting.
Step three: Showcase the value of your advice
So, you’ve got a complete financial picture for your client. You’ve implemented changes and updated their profile on the fly. Now, you need to demonstrate how your financial strategies will empower them to live their best lives. Connecting life outcomes to their financial plan and decoupling value from market volatility.
Demonstrating the full value of what advisors do - beyond just the numbers - is one of the biggest challenges in financial advice. With Lumiant, it’s now second nature to Treysta’s advisors.
Using the Key Advice Areas, advisors can visually connect their financial strategies to life outcomes, making their impact clear and tangible. It also offers clients a ‘menu’ of financial services available to them. They can clearly see what they are currently working on with their advisor, as well as the other financial strategies that are available to them.
This transparency boosts client confidence, helps advisors feel more secure about their value and opens up conversations about other ways their advisor can help.
“Lumiant has helped take away the ‘imposter syndrome’ many advisors feel when discussing fees. Now, they can confidently show the value they bring to the table.” – Mark Nagle, Executive Director at Treysta
Want to showcase your true value to clients? Here are some best practices from Treysta.
Input all the financial strategies you offer into Lumiant’s Key Advice Areas. This will allow the client to see everything you have to offer. Turn on all the ones you are working on and set the appropriate status before the meeting, so you can walk clients through each area during the session.
Linking goals to each financial strategy is key. It helps highlight the life outcomes that financial strategy is supporting, putting it in real-terms for the client. Ensure goals are up to date, as the platform will highlight which goals have been achieved due to your hard work.
Transparency builds trust with the client and allows your advisors to articulate the value of the service.
A roadmap for successful implementation
Adopting a new platform can feel daunting, but Treysta Wealth’s phased approach offers a roadmap for success. By transitioning client-by-client, they ensured a consistent experience for both advisors and clients. This gradual process minimized disruption and allowed advisors to familiarize themselves with the system at their own pace.
If concerns about cost arise, Lumiant’s ability to demonstrate clear ROI can help. The time saved on meeting preparation and the improved client relationships more than justify the investment.
For Treysta Wealth, Lumiant has become the backbone of their client experience, enabling advisors to spend less time on admin and more time on meaningful conversations. By centralizing data, streamlining workflows, and visually demonstrating value, Lumiant has created a cohesive, streamlined approach that benefits both advisors and clients.
Ready to deliver a consistent, high-impact client experience? Book a Lumiant demo today and see how you can reduce your prep time by 50% through a unified client experience platform.
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