Watch On Demand: How you can gain a competitive edge with AI
As client expectations rapidly evolve, estate planners face increasing pressure to deliver highly personalized, efficient, and transparent service. Watch now to see how AI-powered technology enables advisors to exceed these expectations, providing deeper insights and better outcomes for clients.
Watch On Demand: How you can gain a competitive edge with AI
How you can gain a competitive edge with AI
Modernizing Estate Planning
As client expectations rapidly evolve, estate planners face increasing pressure to deliver highly personalized, efficient, and transparent service. Watch now to see how AI-powered technology enables advisors to exceed these expectations, providing deeper insights and better outcomes for clients.
About this webinar:
Watch our on-demand webinar to hear from Luminary’s in-house AI expert and Head of Engineering, Ian Lyons. He’ll share the top 3 things you need to know about AI, industry averages and statistics, and how to strategically avoid common risks and pitfalls.
We’re also joined by Pat Gordon, Luminary’s founding Account Executive, who has extensive experience helping UHNW RIAs, Family Offices, and Private Wealth teams scale highly personalized client service offerings. He’ll walk you through how industry leaders are utilizing top AI tools, best practices you should be implementing now, and show you exactly how Luminary AI can:
- Transform static documents into dynamic, digital assets in less than 15 minutes.
- Win and retain high-net-worth clients with visually compelling, AI-powered estate planning insights.
- Increase your firm’s efficiency by automating document analysis and data extraction.
- Provide complete transparency with built-in citations for any AI recommendations.
- Future-proof your practice against increasing client demands and evolving industry expectations.
Powerful AI is only as impactful as the expert who guides it. Join us to see how a modernized tech stack can amplify your capabilities — and your client outcomes.
Meet the speakers
Ian Lyons leads engineering at Luminary and is part of the founding team. He works closely with Luminary's customers to understand their needs and those of their clients and build powerful, usable tools to help enable their work.
Prior to Luminary, Ian held senior engineering leadership roles at Blend (IPO 2021, NYSE: BLND), where he contributed to and led teams across key product and platform initiatives, empowering banks and their customers to collaborate on a frictionless and compliant lending process.
Patrick Gordon leads Luminary’s sales function and is part of the founding team at Luminary. Luminary is a data and collaboration platform purpose-built for the delivery of trust and estate, and wealth transfer services. He partners closely with Institutions, RIAs, Single and Multi-Family Offices to drive differentiated Trust & Estates experiences for their end-clients.
Patrick previously held senior sales roles at Blend Labs and Addepar. He spent the majority of his career as an Advisor at J.P.Morgan’s Private Bank assisting UHNW clients and their respective family offices with banking, investment and estate planning needs.