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Average Ratings 0 Ratings

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features
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support

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Description

Reduce the time you spend on prospecting while increasing your success rate with ideal clients through impactful insights that surface the most promising leads. Gain a clear understanding of your sales funnel and prioritize leads that align with your best clients. Implement the right strategies at the right moments to enhance your engagement. Instead of relying on one-size-fits-all outreach that fails to connect, focus on personalized interactions that truly resonate with your leads. Utilize your time effectively by confidently pursuing the opportunities that will significantly benefit your practice. In addition to providing valuable insights for converting leads, Catchlight harnesses information on how individual leads and clients respond to various engagement strategies and products. Built upon a robust data foundation, Catchlight boasts a constantly expanding dataset of over 80,000 lead conversions, and its predictive engine is informed by the analysis of actual outcomes experienced by financial professionals. This innovative lead optimization tool is specifically crafted for financial advisors, ensuring that your approach is data-driven and effective. By leveraging these insights, you can transform your client acquisition strategy and achieve remarkable growth.

Description

Lumiant is a platform dedicated to empowering individuals and their families to confidently pursue their best lives through enhanced advice and client engagement. By focusing on the immeasurable value of personalized advice, it enables clients to recognize the positive effects of financial guidance on their lives. This innovative platform serves as a customer experience hub that allows advisors to engage families around their core values and financial aspirations, ultimately aiding them in making informed decisions. Designed to strengthen client relationships, Lumiant helps advisors articulate their distinct value while providing tailored financial advice that aligns with each client's needs. With a structured, impactful, and repeatable advice process, financial professionals can efficiently expand their businesses, boost referrals, and increase revenue while nurturing connections that span generations. Moreover, it offers a cost-effective solution that not only enhances client retention but also drives growth and fosters lasting relationships. Ultimately, Lumiant is transforming the landscape of financial advice, making it more accessible and impactful for all families involved.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$249 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Catchlight

Country

United States

Website

catchlight.ai/

Vendor Details

Company Name

Lumiant

Country

United States

Website

lumiant.io

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Product Features

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