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Description
Connect with fellow professionals in your field and organization to gain valuable insights and guidance. Fishbowl serves as a networking platform tailored for professionals, allowing users to engage in meaningful discussions relevant to their industry or workplace. It creates a community where individuals can pose questions, share their stories, and request advice, with options for anonymity and different privacy levels. Users can either join existing groups or initiate new "bowls" that cater to specific sectors, companies, or shared interests, fostering authentic interactions with verified experts in comparable positions. The platform also hosts live audio events and chats, providing opportunities for real-time conversations with industry leaders and colleagues. By offering features for direct messaging and establishing connections, Fishbowl enhances networking across diverse professional domains. Additionally, its mobile applications for iOS and Android ensure an intuitive experience for users, enabling easy access and interaction on the go. This accessibility further encourages a vibrant community where knowledge sharing thrives.
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
Built2Buy
Pinch AI
Pricing Details
Free
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
Fishbowl
Founded
2017
Country
United States
Website
www.fishbowlapp.com
Vendor Details
Company Name
Lumiant
Country
United States
Website
lumiant.io