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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
iRecall® is now the world's most popular client communication platform. It helps vets extend their personal advice and care beyond the door of the practice to their millions of clients, animals and clients. It delivers automated, targeted, and uniquely personalized content throughout the customer journey through a variety of reminders, educational campaign, and surveys.
iRecall®, Engage, Remind and Review
* Engage: Pet owners can be active partners in their pets' health by receiving timely education and advice. You can create your own marketing campaigns, or you can use our templates.
* Remind: A collection of simple text, email, and postal reminder services that allow you to book, apply, or re-purchase services and treatments. Remind 100% clients 100% of the times
* Review: Response surveys that provide immediate feedback from clients, generating positive online reviews.
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
Virtual Recall
Founded
2012
Country
United Kingdom
Website
www.virtualrecall.com
Product Features
Product Features
Veterinary
Appointment Reminders
Appointment Scheduling
Billing & Invoicing
Boarding Management
Image Storage
Inventory Management
Patient Records
Prescription Management
Treatment Plans