Audience
Financial professionals searching for a solution to drive referrals, retention and revenue
About Lumiant
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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Pricing
Starting Price:
$249 per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Lumiant
United States
lumiant.io
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Product Details
Platforms Supported
Cloud
Training
Documentation
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In Person
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