Lumiant Pty Ltd
Financial Services - Sydney, N/A, au
Lumiant Pty Ltd Senior Management
Lumiant Pty Ltd Details
Lumiant is a behavioural finance and client experience platform like no other. Built to support financial professionals with the tools they need to deliver scalable, compliant, client-centric advice. Lumiant's mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients' financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients.For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.Give money meaning with Lumiant and help your clients live their best life.
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Lumiant is a platform that helps financial professionals provide their clients with personalized advice and support. It's designed to make the advice-giving process easier, more efficient, and focused on what clients really want and need. Lumiant's software helps financial professionals understand what motivates their clients' financial decisions. Then, it provides tools to help them create plans and track progress towards their clients' goals. This way, financial professionals can help their clients achieve their dreams and live their best lives. Lumiant is different from other financial platforms because it focuses on the client's experience and wellbeing, rather than just trying to sell financial products. It helps financial professionals give their clients a personalized experience that truly matters to them. In short, Lumiant is a platform that helps financial professionals provide their clients with the best possible advice and support, so they can live their best lives.