Luminate Virtual 2026 · November 12 · Free
Turn the data you already have into intelligence that grows revenue.
Close the gap
Every revenue team works hard at its client relationships — the meetings, the notes, the follow-ups. But clients don’t choose you because they were managed well. They choose you because they feel understood. The gap between managing a client and understanding one is context.
Luminate Virtual 2026 is a half-day conference on closing the context gap: what a firm actually needs to know about its clients, how that knowledge becomes understanding, and how, with AI, every person on the team has the complete picture of a client at every touchpoint.
Why attend
See how to make client relationships stronger with every conversation.
Loyalty moves before the money does.
See how signals from every email and meeting show which relationships are strong and which are cooling, weeks before it shows up in the pipeline.
What clients tell you shouldn’t get lost between people, systems and time.
See how the activity your CRM already holds becomes one shared client history, so what was said and what mattered stays with the account, whoever picks it up.
Client context captured and ready, without anyone typing it in.
See how meetings are captured and followed up automatically and the CRM stays complete on its own, so time goes to clients rather than records.
AI is only as good as the client context it’s given.
See how anyone on the team, and the AI assistants they already use, can ask about any client and get answers grounded in the full relationship history.
On the agenda
Why the data you’ve collected hasn’t delivered the impact you expected — and why AI makes closing the context gap more urgent than ever.
What does it take to turn client records into intelligence that teams can use across conversations, relationships, and time?
Ask questions about any client relationship using the tools and AI assistants your team already works with.
Walk into every meeting knowing what matters to each client right now.
Hear from teams already using Revenue Grid in real client conversations: what changed, what they learned, and what they’d tell others starting today.
Discover how to identify relationships that are drifting before you notice the warning signs.
Bring your questions and get answers directly from the people building Relationship OS.
Your Revenue Grid speakers
The people you’ll actually be working with, on stage all day.
The thinking behind Luminate Virtual 2026
“Human-only service will not keep up, but AI-only service will not be trusted.”
In May, our CEO Eric Holmen wrote about what he heard from customers: AI makes client work faster, and people trust it less. His answer was technology built on the full context of every relationship, with people staying in charge. Luminate Virtual 2026 is your first look at what came out of it.
FAQ
Yes, for everyone.
Sales leaders and teams, RevOps, wealth management advisors and Revenue Grid customers.
It’s a first look at Relationship OS, shown through the client problems it solves.
Yes, in the live Q&A, answered by Revenue Grid leadership.
