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Description
Link the digital paths of your customers to personalized guidance. Enhance interactions through in-person consultations, phone calls, video chats, and messaging with our innovative platform. Seamlessly integrate customer journeys from your website into tailored advice sessions. By implementing our straightforward JavaScript plug-in on your brand's site, you can track visitor behavior anonymously. This plug-in effortlessly transitions these online paths into personalized advice discussions, whether in-store or via phone. Advisors receive valuable insights from these digital experiences through a specialized application designed just for them, which ultimately helps them save time. In today's internet-driven retail landscape, many sales representatives remain out of touch. Count3r empowers team members with essential information regarding products, sales strategies, and store specifics directly on their tablets. This allows your sales personnel to regain their role as trusted shopping advisors while increasing sales by up to 20%. We equip advisors with the confidence to up-sell effectively to every customer, across all departments, thereby enhancing profitability. Elevate your conversion rates by providing exceptional customer experiences that merge the best features of online shopping with personalized service. By doing so, you create a more engaging and satisfying shopping environment that meets the needs of today's consumers.
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
Integrations
Microsoft Dynamics 365
Zapier
Pricing Details
$49 per month
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
Teller
Founded
2013
Country
Netherlands
Website
www.count3r.com
Vendor Details
Company Name
Lumiant
Country
United States
Website
lumiant.io
Product Features
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
