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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.
Description
More than just appointment scheduling software. Pexip Engage (formerly Skedify), helps clients-facing advisors be easily accessible and available. Enterprises that don't sell products or services online can enjoy a frictionless scheduling and video experience. Instead of guiding their customers through the most critical points in their customer journey, Pexip Engage provides a seamless scheduling and video experience. The first optichannel platform for engaging customers in conversation. Medium-sized and large businesses in Banking & Insurance and HR & Recruitment. They don't sell products online but rather provide expert advice to their customers at crucial moments in their customer journey. These industries have 90% of their customers starting their buying journey online. Pexip Engage assists organizations in making their advisors available, available and relevant by providing frictionless scheduling and video experience to their customers. This makes these conversations possible.
API Access
Has API
API Access
Has API
Integrations
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
Salesforce
Sitecore
Tableau
Integrations
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
Salesforce
Sitecore
Tableau
Pricing Details
$249 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Lumiant
Country
United States
Website
lumiant.io
Vendor Details
Company Name
Pexip
Founded
2012
Country
Norway
Website
www.pexip.com/products/customer-engagement
Product Features
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
Meeting
Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Video Conferencing
Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard