AI advisory for scaling founders

Your data is hiding revenue. Let's find it.

15 years of institutional AI. Deployed in your business in weeks.

$10M+ Revenue unlocked for clients
30% Avg. cost reduction for clients
2–4 Weeks Time to first results
15 Years Institutional AI experience

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.

Business use cases

Where AI moves the needle for growing businesses

The highest-impact applications — the ones that save real time, surface real insights, and drive real revenue.

AI agents & co-pilots

Automate repetitive decisions and surface daily intelligence across your entire platform stack.

Customer insights & retention

Identify churn risk, segment your audience, and personalise outreach based on real behaviour signals.

Revenue intelligence

Identify the revenue hiding in your existing customer and operations data — before it walks out the door or stays invisible another quarter.

Workflow automation

Eliminate manual, repetitive tasks across ops, marketing, and customer support — at scale.

Predictive analytics

Forecast demand, flag anomalies, and model revenue scenarios before problems become crises.

Cross-platform data intelligence

Connect your entire stack into a single daily brief that replaces hours of dashboard checking every morning.

The process

How we get from where you are to where you want to be

A clear four-step process designed to move fast without cutting corners.

01

Discovery

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.

02

Strategy

Your highest-impact AI opportunities, ranked by revenue potential and feasibility. A 90-day roadmap you can actually execute.

03

Implementation

We build it. Your team doesn't need to become AI experts. We fit the systems to how they already work.

04

Ongoing Support

We stay. AI isn't set-and-forget — it compounds. We monitor, improve, and evolve your stack as your business grows.

Selina Wang, Founder of Lumio Advisory Group
CFA Charterholder
MSc AI & Management — Queen's University
Canada's largest financial services institution
About

Selina Wang

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.

🎓MSc AI & Management — Queen's University
📜CFA Charterholder
🏦15 years, Canada's largest financial institution
💰$50M+ revenue impact from AI deployments
Client results

What clients say

★★★★★
"

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.

JK
Founder, Project Life
Anonymized at client request
Revenue Intelligence
How we help

Two ways to work together

Every engagement starts with a conversation. The right track depends on where you are and what you actually need.

Strategy Track
Advisory only — for founders who have technical resources

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.

What's included
  • AI Readiness Scorecard
  • Strategy Session
  • Full data and workflow audit
  • Opportunity mapping and prioritisation
  • 90-day AI roadmap with ROI estimates
  • Written action plan
Start with a Strategy Session →
Common questions

Things people ask before reaching out

Do I need to be technical to work with you?

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.

How is this different from just using ChatGPT or buying an AI tool?

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.

What kinds of businesses do you work with?

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.

What is the free Data Scorecard?

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.

What does the Strategy Session involve?

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.

How long until I see results?

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.

Why do you only work with a small number of clients at a time?

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.

What happens to everything you build if we stop working together?

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.

Find Out Exactly What Your Data Is Costing You

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.

Discover What Stage Your Data Is At — Free →

2 minutes · No email required · Instant results