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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
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
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