Applied AI Lead
About the Role
About Luminary Luminary powers how advisors connect their client’s financial assets with generational gifting and philanthropic giving goals. Some $90 trillion will pass between generations in the decades ahead – and high net worth asset owners say they want their advisors to lead them through this process. However, more than 70% of these clients feel there is a large gap between the services they expect and what they are receiving. At the heart of this disconnect is the lack of integrated technology systems –…
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