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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
Refernet is an online referral management platform that is safe, secure, and tailored for local use by various organizations such as Citizens Advice teams, Councils, Charities, and Health care services throughout the UK, demonstrating its cost-effectiveness. This system facilitates secure referrals among Advice Agencies and their partners within their respective areas, whether they be towns, cities, or regions. Compliant with GDPR regulations, Refernet also provides valuable reports on activities and outcomes. We aim to empower even the smallest charities to access and utilize Refernet alongside larger national organizations, thus our pricing structure is designed to reflect both your financial capabilities and the extent of coverage you require. In addition to our primary user base operating in urban settings, we are now collaborating with multiple Citizens Advice groups to coordinate referral efforts across entire boroughs and counties, enhancing the collective impact of local support services. With Refernet, the goal is not just to streamline referrals but to foster a more connected network of assistance for those in need.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
Refernet
Website
www.refernet.co.uk
Product Features
Product Features
Referral
Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management