Lumiant
Elise is a dedicated and results-driven Customer Success Lead at Lumiant. With a passion for delivering exceptional customer experience, Elise focuses on helping Lumiant customers design and stage transformational experiences for clients. Elise is also a member of the Customer Success Collective, where she contributes to driving company-wide alignment around customer success as a source of business growth. With previous experience as a Key Account Manager at Midwinter and Client Services Officer at StatePlus, Elise has a strong background in client service and financial planning. Elise holds a Graduate Certificate in Applied Finance - Financial Planning from Charles Sturt University, a Diploma of Financial Planning from Kaplan Professional, and a Graduate Certificate in Business from the University of Wollongong.
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Lumiant
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. 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.