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features
design
support

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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

This system uses Artificial Intelligence to reduce unnecessary referrals and decrease dependence on specialist clinicians. This is a clinician-to-clinician, digital solution to process routine referrals into predetermined pathways of care, send feedback & tailored clinical advice to the referrer, as well as advice related to administrative tasks. Available via Mobile and Web App to the referrers, the referees, the admin staff, and the patients. The UK has 85% smartphone coverage. Message delivery is instantaneous and trackable, making it the perfect channel to ensure patients or referrers have access to the triaging information. The solution is available in both a mobile app and a web portal. The following features are available in the system: Register User, Secure Login and Manage User Ability to set up clinical triaging pathways Ability to perform triaging based upon pathways Ability to raise a case for a patient

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Emisoft
NHSmail
SystmOne

Integrations

Emisoft
NHSmail
SystmOne

Pricing Details

$249 per month
Free Trial
Free Version

Pricing Details

£13,000/speciality/year
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

Capri Healthcare

Founded

2019

Country

United Kingdom

Website

caprihealthcare.co.uk

Product Features

Product Features

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