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Average Ratings 1 Rating
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
More than just appointment scheduling software. Pexip Engage (formerly Skedify), helps clients-facing advisors be easily accessible and available. Enterprises that don't sell products or services online can enjoy a frictionless scheduling and video experience. Instead of guiding their customers through the most critical points in their customer journey, Pexip Engage provides a seamless scheduling and video experience. The first optichannel platform for engaging customers in conversation. Medium-sized and large businesses in Banking & Insurance and HR & Recruitment. They don't sell products online but rather provide expert advice to their customers at crucial moments in their customer journey. These industries have 90% of their customers starting their buying journey online. Pexip Engage assists organizations in making their advisors available, available and relevant by providing frictionless scheduling and video experience to their customers. This makes these conversations possible.
API Access
Has API
No
API Access
Has API
Yes
Integrations
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft 365
No
Microsoft Dynamics 365
No
Microsoft Outlook
No
Salesforce
No
Sitecore
No
Tableau
No
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft 365
Yes
Microsoft Dynamics 365
Yes
Microsoft Outlook
Yes
Salesforce
Yes
Sitecore
Yes
Tableau
Yes
Pricing Details
$249 per month
Free Trial
Yes
Free Version
No
Pricing Details
Full SaaS solution
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
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Lumiant
Country
United States
Website
lumiant.io
Vendor Details
Company Name
Pexip
Founded
2012
Country
Norway
Website
www.pexip.com/products/customer-engagement
Product Features
Product Features
Appointment Scheduling
Appointment Reminders
Yes
Automated Scheduling
Yes
Calendar Sync
Yes
Client Database
Yes
Group Scheduling
No
Mobile Access
Yes
Multi-Location
Yes
Online Booking
Yes
Online Payments
No
Recurring Appointments
No
Room Booking Management
Yes
Meeting
Action Item Tracking
No
Agenda Management
No
Attendee Management
No
Board Meetings
No
Committee Meetings
No
Internal Meetings
No
Invitation Management
No
Legislative Meetings
No
Materials Management
No
Meeting Feedback
No
Meeting Preparation Tools
No
Meeting Room Booking
No
Minutes Management
No
Post-Meeting Tools
No
Scheduling
No
Travel Management
No
Voting Management
No
Sales Engagement
CRM Integration
Yes
Call Scripts / Call Steps
No
Email Sequences
Yes
Email Tracking / Automation
No
Lead Management
No
Reporting / Analytics
Yes
Sales / Voice Dialer
No
Sales Automation
No
Search
No
Task Management
No
Templates
No
Workflow Management
No
Video Conferencing
Electronic Hand Raising
No
Mobile Access
No
On-Demand Webcasting
No
Presentation Streaming
No
Presentation Tools
No
Private Chat
No
Real-Time Chat
No
Record & Playback Ability
No
Screen Sharing
No
Two-Way Audio & Video
No
Video Conferencing
No
Whiteboard
No