Lumiant
Curated by SignalClient communication platform enhancing advisor-client interactions for wealth managers.
Overview
Lumiant is a cloud-based client communication platform tailored for wealth managers, aimed at improving interactions between advisors and clients. The platform features data collection tools, advice engagement software, and a suite of client experience tools, which assist financial professionals in converting qualitative discussions into measurable results. It focuses on values-based advice professionals and seeks to address issues such as client disengagement and the alignment of finances with personal values. Lumiant offers secure messaging, video conferencing, and collaborative financial planning tools, which are intended to enhance transparency and engagement, enabling advisors to strengthen client relationships and address client needs while ensuring data security.
Key facts
- Founded
- 2020
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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