Lumiant
Nicola Perry currently holds the position of Regional Vice President of Sales at Lumiant. Prior to this role, Nicola held positions such as Director of Enterprise Sales at Halo Investing and Vice President, Enterprise Consultant at Envestnet, Inc. Nicola has a strong background in managing strategic relationships with Registered Investment Advisory firms and driving growth, product expansion, and client retention. Nicola's experience also includes roles in relationship management, field infrastructure development, and commercial mortgage banking.
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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.