Related Products
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About
Empowering individuals and their families to live their best life confidently. Lumiant is an advice and client engagement platform that heroes advice. It has been designed to bring to life the intangible value of your advice, allowing clients to see its impact on their lives. Lumiant is a customer experience, advice, and client engagement platform empowering advisors to connect with families around their values and money goals to help them make better choices and live their best lives. Lumiant is designed to deepen client relationships and help advisers communicate their unique value while delivering financial advice specific to their client and their needs. Through its memorable, measurable, and repeatable advice process, Lumiant allows financial professionals to scale their businesses, increase referrals and drive revenue while fostering multi-generational relationships. A costless proposition that drives referrals, retention & revenue.
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About
A safe, secure and local online referral management system used by local Citizens Advice teams, Councils, Charities, Legal and Money advice services, Health care and Social Prescribing and more across the UK, which has been proven to pay for itself. Refernet enables referrals to be made securely between Advice Agencies and their partners, across their town, city or region. Refernet is GDPR compliant and reports on activity and outcomes. At Refernet we want the smallest of charities to be able to use Refernet, as well as the national organisations we work with. Our pricing is therefore based just as much on what you can afford as it is on the coverage you need, and how you plan to make use of the system. As well as our core user group who use Refernet in towns and Cities, we now have groups of Citizens Advice using Refernet to join referral activity together across whole boroughs and counties.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial professionals searching for a solution to drive referrals, retention and revenue
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Audience
Companies searching for a local online referral management system solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$249 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLumiant
United States
lumiant.io
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Company InformationRefernet
www.refernet.co.uk
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Categories |
Categories |
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Referral Features
Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management
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Integrations
No info available.
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Integrations
No info available.
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