Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Forge enduring connections that stand the test of time through the power of data intelligence and multi-faceted marketing approaches. The evolving landscape of CRM emphasizes Relationship Engagement, and Usherpa exemplifies simplicity in this domain. With our seamless and reliable platform combined with advanced data intelligence, we unlock opportunities that are worth your investment. When equipped with the right resources, fostering repeat business and securing lifelong referrals becomes a straightforward endeavor. Usherpa is the ultimate CRM solution you will ever need. Say goodbye to the bland and uninspiring content of the past; Usherpa delivers tailored, localized, and automated narratives crafted by industry experts that truly resonate with your leads, clients, and partners, ensuring meaningful and productive relationships endure. Eliminate any anxiety regarding your success! Usherpa’s user-friendly CRM showcases opportunities in an accessible format, providing all the essential tools to keep you on your clients' radar, attract referrals, and expand your business. Moreover, Usherpa designs a marketing strategy that aligns seamlessly with your workflows, ensuring your sales pipeline remains consistently full and vibrant. This approach not only streamlines your processes but also enhances your ability to connect with your audience in a genuine way.
API Access
Has API
No
API Access
Has API
No
Integrations
Axis LMS
No
Sales Boomerang
No
TrustEngine
No
Zapier
No
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
No
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
Usherpa
Founded
2008
Country
United States
Website
usherpa.com
Product Features
Product Features
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No