Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
AdviceTech Podcast #46 - Lumiant
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:23:55
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Sinopsis
In this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive into the features of the advice and client engagement platform, where it fits in an advisor's tech stack, and the power of a scalable experience. Lumiant Website: https://www.lumiant.io/ Mark Akeroyd LinkedIn: https://www.linkedin.com/in/markakeroyd/ Curiosity Corner (AI Playground): https://sdk.vercel.ai/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230804 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/