Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Oracle Intelligent Advisor empowers service agents to provide accurate and tailored guidance to every customer. This innovative decision automation tool enables business users to set up rules, ensuring that the advice given is consistent and clear, thereby enhancing the efficiency and personalization of customer service. It allows customers to independently tackle both straightforward and intricate problems. By employing intelligent online interviews, users receive customized advice suited to their individual needs. Business users are empowered to configure this advice seamlessly, using either a web browser or a desktop development application. Additionally, it allows these users to create and oversee rules without needing to involve a programmer. With the ability to easily develop and implement decision-making services directly in a web browser, there is no requirement for installing or managing a separate desktop tool. Furthermore, this solution centralizes the unique application logic, making it simple to share decision-making rules with all relevant stakeholders. In this way, Oracle Intelligent Advisor not only enhances service efficiency but also fosters collaboration among teams.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Oracle Cloud CX No 
Oracle Knowledge Management No 
Oracle Service No 

Integrations

Oracle Cloud CX Yes 
Oracle Knowledge Management Yes 
Oracle Service Yes 

Pricing Details

$249 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
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) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Lumiant

Country

United States

Website

lumiant.io

Vendor Details

Company Name

Oracle

Founded

1977

Country

United States

Website

www.oracle.com/cx/service/intelligent-advisor/

Product Features

Product Features

Decision Support

Application Development No 
Budgeting & Forecasting No 
Data Analysis No 
Decision Tree Analysis No 
Monte Carlo Simulation No 
Performance Metrics No 
Rules-Based Workflow No 
Sensitivity Analysis No 
Thematic Mapping No 
Version Control No 

Alternatives

VisiRule Reviews

VisiRule

Logic Programming Associates Ltd
Money Advice + CRM Reviews

Money Advice + CRM

Money Advice