Blake Wood's Colleagues at Lumiant Pty Ltd
Blake Wood's Contact Details
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Highland Park,Illinois,United States
Lumiant Pty Ltd
Blake Wood's Company 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.