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What is Lumiant?
Lumiant is a dedicated platform aimed at empowering individuals and their families to pursue their ideal lives with confidence through improved advice and client interaction. By emphasizing the profound impact of personalized guidance, it enables clients to see how financial advice positively influences their circumstances. This pioneering platform acts as a central hub for customer experiences, allowing advisors to connect with families regarding their fundamental values and financial goals, which aids in informed decision-making. Designed to enhance client relationships, Lumiant equips advisors to communicate their unique value effectively while delivering customized financial advice that meets the specific needs of each client. With a systematic, effective, and repeatable advisory process, financial professionals can grow their businesses efficiently, increase referrals, and boost revenue, all while cultivating connections that can last for generations. Furthermore, it provides a cost-effective approach that not only improves client retention but also promotes growth and sustains enduring relationships. In addition, Lumiant continually evolves to meet the changing needs of its users, making financial advice more accessible and impactful for families across different backgrounds. Ultimately, Lumiant is revolutionizing the financial advisory landscape by ensuring that the guidance offered is relevant and beneficial for all families involved.
What is Count3r?
Connect your customers' digital journeys to tailored support, enhancing their experience through various interaction methods like face-to-face meetings, phone conversations, video calls, and messaging using our cutting-edge platform. Effortlessly merge customer pathways from your website into personalized advisory sessions. By utilizing our simple JavaScript plug-in on your brand's website, you can monitor visitor behavior while maintaining their anonymity. This plug-in smoothly converts online interactions into customized consultation dialogues, whether they occur in-store or over the phone. Advisors gain crucial insights from these digital engagements via a dedicated application tailored for their needs, ultimately allowing them to operate more efficiently. In an age where many sales associates seem disconnected in the online shopping realm, Count3r equips team members with vital information about products, sales methods, and store details right on their tablets. This approach empowers your sales staff to reclaim their status as trusted shopping consultants, potentially boosting sales figures by as much as 20%. We enable advisors to confidently recommend additional products to every customer across all sections of the store, thereby enhancing overall profitability. By offering outstanding customer experiences that blend the advantages of online shopping with personalized service, you can significantly improve your conversion rates. This strategy fosters a more immersive and gratifying shopping atmosphere that fulfills the expectations of contemporary consumers, ultimately driving loyalty and repeat business.
Integrations Supported
API Availability
API Availability
Pricing Information
$249 per month
Free Trial Offered?
Pricing Information
$49 per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Training Options
Documentation Hub
Online Training
On-Site Training
Training Options
Webinars
Online Training
Company Facts
Organization Name
Lumiant
Company Location
United States
Company Website
lumiant.io
Company Facts
Organization Name
Teller
Date Founded
2013
Company Location
Netherlands
Company Website
www.count3r.com
Categories and Features
Financial Wellness
Not specified
Categories and Features
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management