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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

iRecall® is now the world's most popular client communication platform. It helps vets extend their personal advice and care beyond the door of the practice to their millions of clients, animals and clients. It delivers automated, targeted, and uniquely personalized content throughout the customer journey through a variety of reminders, educational campaign, and surveys. iRecall®, Engage, Remind and Review * Engage: Pet owners can be active partners in their pets' health by receiving timely education and advice. You can create your own marketing campaigns, or you can use our templates. * Remind: A collection of simple text, email, and postal reminder services that allow you to book, apply, or re-purchase services and treatments. Remind 100% clients 100% of the times * Review: Response surveys that provide immediate feedback from clients, generating positive online reviews.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$249 per month
Free Trial Yes 
Free Version No 

Pricing Details

Please get in touch with our team to discuss pricing.
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 No 
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 No 

Vendor Details

Company Name

Lumiant

Country

United States

Website

lumiant.io

Vendor Details

Company Name

Virtual Recall

Founded

2012

Country

United Kingdom

Website

www.virtualrecall.com

Product Features

Product Features

Veterinary

Appointment Reminders Yes 
Appointment Scheduling No 
Billing & Invoicing No 
Boarding Management No 
Image Storage No 
Inventory Management No 
Patient Records No 
Prescription Management Yes 
Treatment Plans Yes 

Alternatives

ePet Reviews

ePet

Patterson Veterinary
Money Advice + CRM Reviews

Money Advice + CRM

Money Advice