Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FIDUCIAL provides comprehensive solutions designed to enhance efficiency in your operations. With a robust local network comprising 780 agencies, we ensure you receive support wherever you are in France. Our commitment to developing our expertise means we deliver services that truly add value to your business. We possess specialized knowledge in various sectors, enabling us to offer tailored advice to our clients. At the core of our approach are principles of rigor, commitment, security, and confidentiality. Are you a craftsman in the construction industry seeking an advisor who is attuned to the unique challenges of your field? For over four decades, FIDUCIAL has been dedicated to assisting building professionals, providing them with local guidance through our extensive agency network across the country. We bring you the expertise of business professionals who serve more than 15,000 building clients, along with solutions designed to optimize your operations and boost your profitability. Our focus on building long-term partnerships ensures that we are always aligned with your goals and challenges.
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
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$249 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FIDUCIAL
Founded
1970
Country
France
Website
www.fiducial.fr/
Vendor Details
Company Name
Lumiant
Country
United States
Website
lumiant.io
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No