Lumiant
Phil Pilgrim is a seasoned professional in the investment and financial services industry, currently serving as Co-Founder of Lumiant since November 2019. Previously, Phil held the position of General Manager - Partnerships and Distribution at Implemented Portfolios Limited from November 2019 to November 2022, where efforts focused on enhancing advisor-client relationships in investment management. Additional experience includes roles as Director at YourWelcome, National Manager of Partnerships at BT Financial Group, and Project Sponsor at Legal & General, where Phil led significant digital investment platform initiatives. With a history of success at Bravien Financial and various consulting roles, Phil's expertise spans sales, marketing strategy, and platform development in the financial advisory sector. Phil holds an Advanced Diploma in Financial Services (Financial Planning) from Kaplan Australia.
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.