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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

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 

Screenshots View All

Screenshots View All

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 

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