15 years of institutional AI. Deployed in your business in weeks.
You have data.
It's not making you money.
You've invested in AI tools.
Your team went back to spreadsheets.
You've seen the consultants.
You haven't seen the revenue.
That changes when the right strategy meets the right data.
The highest-impact applications — the ones that save real time, surface real insights, and drive real revenue.
Automate repetitive decisions and surface daily intelligence across your entire platform stack.
Identify churn risk, segment your audience, and personalise outreach based on real behaviour signals.
Identify the revenue hiding in your existing customer and operations data — before it walks out the door or stays invisible another quarter.
Eliminate manual, repetitive tasks across ops, marketing, and customer support — at scale.
Forecast demand, flag anomalies, and model revenue scenarios before problems become crises.
Connect your entire stack into a single daily brief that replaces hours of dashboard checking every morning.
A clear four-step process designed to move fast without cutting corners.
We learn your business, your data, and your goals before we ask a single question. Every engagement starts with your Scorecard results — so we arrive informed.
Your highest-impact AI opportunities, ranked by revenue potential and feasibility. A 90-day roadmap you can actually execute.
We build it. Your team doesn't need to become AI experts. We fit the systems to how they already work.
We stay. AI isn't set-and-forget — it compounds. We monitor, improve, and evolve your stack as your business grows.
Founder & Principal Advisor, Lumio Advisory Group
I spent 15 years inside one of Canada's largest financial institutions building AI that had to perform — not in a demo, but in live markets, with real capital and real clients. I led the team that built an award-winning AI algorithmic trading platform, then moved into AI advisory where our work drove $50M+ in annual revenue impact. I bring that same institutional rigour to every founder I work with — and I keep my client list small on purpose.
Before working with Lumio, I was checking five dashboards every morning and still felt like I had no idea what was really happening in my business. Within two weeks, we had daily AI-powered intelligence arriving in Slack — and a $780K revenue opportunity sitting right in our data that nobody had ever seen. The ROI on this engagement was immediate and undeniable.
Every engagement starts with a conversation. The right track depends on where you are and what you actually need.
We diagnose your data and AI landscape, identify your highest-impact opportunities, and deliver a prioritised roadmap you can execute. You get the strategic clarity. Your team (or a technical partner) handles the build.
Everything in the Strategy Track, plus we design, build, and deploy your AI solutions — and stay on as your AI operating partner to ensure they work in the real world, not just in a demo.
Not at all. Our job is to translate between what AI can do and what your business actually needs. You bring the business knowledge — 15 years of building AI inside complex organisations means we handle the technical side completely. You just need to show up with an open mind.
ChatGPT is a tool. Knowing which tools are worth using, where they fit in your specific workflows, how to build systems around them, and how to get your team to adopt them — that's the work. The tool is about five percent of the problem. The other 95% is strategy, implementation, and change management.
Small and mid-sized businesses with a data-generating business model — typically doing $1M–$15M in revenue with a team of 2–20 people. The specifics of the industry matter less than whether you're sitting on data you're not fully using. If your business generates data and you're not confident it's translating into revenue, we should talk.
The Lumio Data Scorecard is a free 2-minute self-assessment that shows you which of the four data maturity stages your business is at — Collecting, Connecting, Interpreting, or Compounding — and the specific bottlenecks holding you back from the next stage. It's the fastest way to get an honest, objective picture before we talk. No email required to see your results.
A focused 60-minute session where we review your current tools, workflows, and data — informed by your Data Scorecard results. You receive a written report identifying your top AI opportunities, ranked by impact and feasibility and specific to your business. No pitch at the end. Just an honest picture of what's possible and exactly what to build first.
Most clients see meaningful efficiency gains within the first two to four weeks of implementation. In one recent engagement, the first week identified a $780K revenue opportunity sitting undetected in the data. Full ROI on a typical engagement is usually realised within three months.
Because this work requires genuine attention. When you work with Lumio Advisory, you're working with us directly — not a junior analyst or an offshore team. The quality of the work and the depth of the relationship both depend on keeping the client list small.
Everything is yours. All code, systems, documentation, and frameworks built during an engagement belong to you completely. You're never locked in. That said, most clients find ongoing support valuable — not because they have to, but because the work keeps compounding.
Most founders have no idea how much revenue is sitting undetected in their data. This free 2-minute scorecard tells you exactly which stage you're at — and the specific lever that will move you forward fastest.
2 minutes · No email required · Instant results