Be present in your meetings and focus on building relationships. Leave the note-taking, to-dos, follow-ups and more to LUMINA.
>30 min
Saved every meeting
Summaries
Fully customized notes and summaries based on your preferences
100%
Automated notes and CRM-ready updates
LUMINA is adaptable
We know you’ve a very specific workflow for your practice. Lumina’s summaries can be completely customized to your firm’s processes including how action items are formatted, notes organized, data formatted and much more.
Why LUMINA?
We want to help advisors focus exclusively on the high-impact human touch and personalized interactions.
LUMINA helps advisors offload the “busy” work so they can build relationships with their clients instead of wasting hours on taking manual notes before, during and after the call.
Quickly refresh your memory before that client call
LUMINA can pull client meeting notes from your past conversations and give you a quick overview.
Get a draft of email to follow-up after your meetings
Set up to mirror your style, tone and branding.
CRM-ready notes for you and your team
Including action items and to-dos extracted with due dates.
Supported Apps
