Lumiant

Sales Engagement Platforms

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This innovative platform helps advisory firms to improve client interactions and nurture long-term relationships through a centralized dashboard that streamlines client information and meeting preparation. Key features include dynamic meeting experiences that engage clients, consistent service delivery across advisors, and tools for improving client retention and satisfaction, ultimately addressing the challenges of client engagement and differentiation in a competitive market.

Lumiant can be found in Sales Engagement Platforms categories.

The most similar products to Lumiant are:

Ahsuite Promoted → Saturn → AssetBook → Digital Wealth Solutions → Plannr →

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Details

Lumiant Main Features

• Guide
  This feature provides tools to create, follow, and visualize a client's Best Life Plan.
• Define
  This feature helps advisors find out what is important to clients and track their progress.
• Co-Create
  Advisors and clients can work together to create a personalized financial plan through interactive experiences.
• Scalable Advice
  The SaaS allows advisors to give personalized advice to many clients at once.
• Values-Based Advice
  The SaaS focuses on giving advice based on what clients value most in their lives.
• Emotional Intelligence
  Lumiant helps advisors use emotional intelligence to improve their conversations with clients.
• Client Experience Platform
  Lumiant is a platform that helps advisors and clients work together to improve their lives.
• Transformational Experiences
  Lumiant is designed to create meaningful and life-changing experiences for clients.

Lumiant Benefits

• Tracking Progress
  Lumiant helps clients see how they are doing with their goals, making it easier to stay on track.
• Visualizing Value
  Clients can see the impact of the advice they receive, which helps them understand its importance.
• Personalized Advice
  The SaaS allows advisors to create tailored advice for each client, which can lead to better outcomes.
• Transforming Conversations
  The software helps advisors have important discussions with clients in a structured way, improving communication.
• Engaging Client Experiences
  Lumiant helps clients feel more involved in their financial plans, making the process more enjoyable and meaningful.
• Building Stronger Relationships
  By focusing on what matters most to clients, advisors can create deeper connections and trust.

Who should use Lumiant?

• Firms
  They can differentiate themselves by using Lumiant to provide a unique and engaging client experience.
• Clients
  They benefit by getting personalized advice that helps them live healthier and wealthier lives.
• Financial Advisors
  They can use Lumiant to create better plans for their clients and track their progress easily.
• Financial Planners
  They can have structured conversations with clients and measure the impact of their advice.
• Investment Managers
  They can visualize the value of their advice and improve client relationships.

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Technologies Used

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