Lumiant
Mark Akeroyd has held various leadership roles in the financial services industry, with experience at companies such as Lumiant, MLC Australia, and National Australia Bank. As Head of Product, Customer Success, and Advice Delivery at Lumiant, he focuses on managing key partner relationships and spearheading customer success initiatives. During his tenure at MLC Australia, he played a pivotal role in shaping advice strategies and client propositions, as well as leading the transition from NAB Financial Planning as the Program Lead. Mark's educational background includes a Master of Commerce, graduate certificates in User Experience & Web Design and Commerce, as well as various financial services diplomas and certifications.
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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.