{"id":65731,"date":"2023-05-15T11:21:30","date_gmt":"2023-05-15T00:21:30","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=65731"},"modified":"2024-10-30T08:40:59","modified_gmt":"2024-10-29T22:40:59","slug":"new-digital-advice-platform","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2023\/05\/15\/new-digital-advice-platform\/","title":{"rendered":"New Digital Advice Platform"},"content":{"rendered":"

National financial advice firm, Invest Blue<\/a> has entered a strategic partnership with advice and client engagement platform Lumiant<\/a> to build a cloud-based platform that it says boosts client engagement, satisfaction and well-being.<\/p>\n

A statement from the company says that under the deal, Invest Blue will provide $2 million in seed capital, play a key role in developing Lumiant\u2019s digital platform, and roll out the solution to its 100+ financial advisers across 30 locations.<\/p>\n

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David Stephen …technology enables the efficient, consistent and scalable delivery of high quality advice<\/figcaption><\/figure>\n

Invest Blue Managing Director David Stephen<\/strong>, who will join the Lumiant board, says the firm\u2019s mission \u201c\u2026is to become Australia\u2019s trusted home of great advice and we believe a platform that facilitates more meaningful client conversations and generates deeper client insights will help build trust.\u201d<\/p>\n

He adds that technology “…enables the efficient, consistent and scalable delivery of high quality advice, and we are excited about partnering with Lumiant to develop the platform and embed it in our business.\u201d<\/p>\n

Santi Burridge<\/strong>, Founder and CEO of Lumiant, says the platform\u2019s client-centric design helps advisers bring to life a client\u2019s financial position, goals and values.<\/p>\n

\u201cOur advice delivery modules support advisers in visualising their advice and engaging clients around important trade-off conversations that increase their comprehension and motivation.\u201d<\/p>\n

…it brings everything that is important to the client together in one place…<\/p><\/blockquote>\n

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Santi Burridge …the platform\u2019s client-centric design helps advisers bring to life a client\u2019s financial position<\/figcaption><\/figure>\n

Burridge says it brings everything that is important to the client together in one place, \u201c\u2026enabling advisers to deliver a tailored experience.\u201d<\/p>\n

Invest Blue\u2019s investment in Lumiant follows its strategic partnership with outsourcing company, Virtual Business Partners<\/a> in August 2022.<\/p>\n

Stephen notes the firm is a fast growing company \u201c\u2026with ambitious goals and our strategic partnerships give us a competitive advantage.\u201d<\/p>\n

\u201cOur investment in key components of the advice process will help ensure that Invest Blue can deliver advice at scale. With the banks out of personal advice, we want to help fill the void, not only in terms of making advice affordable and accessible to more Australians but in terms of employing and training the next generation of advice professionals.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"

National financial advice firm, Invest Blue has entered a strategic partnership with advice and client engagement platform Lumiant to build a cloud-based platform that it says boosts client engagement, satisfaction and well-being. A statement from the company says that under the deal, Invest Blue will provide $2 million in seed capital, play a key role […]<\/p>\n","protected":false},"author":24,"featured_media":65741,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6,4474,5],"tags":[],"class_list":{"0":"post-65731","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-dealer-groups","8":"category-practice-management","9":"category-services"},"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/65731","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/24"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=65731"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/65731\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/65741"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=65731"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=65731"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=65731"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}