Lumiant
Heather Holmes is the Chief Evangelist Officer at Lumiant and the CEO & Founder of Genivity, a SaaS platform for Financial Planners. She is also the CEO & Founder of TapGenes, a company focused on utilizing family health information. Heather has a background in market development and sales in the medical industry, having worked at companies like Medtronic International, Abbott Vascular Devices, and Terumo Interventional Systems. She has a B.A. in Speech & Communication from Clemson University and has received specialized training from the Founder Institute in Silicon Valley and Singapore. Additionally, Heather was selected as one of seven companies for the Envestnet | Yodlee Launchpad incubator program, showcasing her commitment to innovation in the fintech industry.
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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.