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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

FIDUCIAL provides comprehensive solutions designed to enhance efficiency in your operations. With a robust local network comprising 780 agencies, we ensure you receive support wherever you are in France. Our commitment to developing our expertise means we deliver services that truly add value to your business. We possess specialized knowledge in various sectors, enabling us to offer tailored advice to our clients. At the core of our approach are principles of rigor, commitment, security, and confidentiality. Are you a craftsman in the construction industry seeking an advisor who is attuned to the unique challenges of your field? For over four decades, FIDUCIAL has been dedicated to assisting building professionals, providing them with local guidance through our extensive agency network across the country. We bring you the expertise of business professionals who serve more than 15,000 building clients, along with solutions designed to optimize your operations and boost your profitability. Our focus on building long-term partnerships ensures that we are always aligned with your goals and challenges.

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

FIDUCIAL

Founded

1970

Country

France

Website

www.fiducial.fr/

Vendor Details

Company Name

Lumiant

Country

United States

Website

lumiant.io

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Product Features

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