Advice and client engagement platform Lumiant has partnered with DMW Strategic Consulting to support advisers to improve its client experience.

Specifically, DMW will: 

  • Advise firms on how best to incorporate Lumiant’s offering and enhance the client experience; and 
  • Mentor members of Lumiant, providing education and development in practice management, client experience design, and implementation. 

DMW helps advisory firms shift their focus from service to experience.