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What is Oracle Intelligent Advisor?

Oracle Intelligent Advisor equips service agents to deliver precise and customized guidance to each customer. This cutting-edge decision automation solution allows business users to establish rules that guarantee the advice provided is both consistent and straightforward, significantly improving the efficiency and personalization of customer interactions. Customers are empowered to independently address both simple and complex issues. Through the utilization of intelligent online interviews, users obtain tailored advice that fits their unique circumstances. Business users can effortlessly configure this guidance using either a web browser or a desktop development tool, streamlining the process. Moreover, these users can design and manage rules without the need for a programmer's assistance, further enhancing usability. The platform's capability to facilitate the creation and execution of decision-making services directly in a web browser eliminates the necessity for any separate desktop software installation or management. In addition, this solution centralizes distinct application logic, making it easy to disseminate decision-making rules among all relevant parties. By improving service efficiency and promoting collaboration among teams, Oracle Intelligent Advisor ultimately delivers a comprehensive approach to customer service that benefits both agents and customers alike. This ensures a more cohesive and efficient operational environment.

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.

Media

Media

Integrations Supported

Oracle Cloud CX
Oracle Knowledge Management
Oracle Service

Integrations Supported

Oracle Cloud CX
Oracle Knowledge Management
Oracle Service

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$249 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Oracle

Date Founded

1977

Company Location

United States

Company Website

www.oracle.com/cx/service/intelligent-advisor/

Company Facts

Organization Name

Lumiant

Company Location

United States

Company Website

lumiant.io

Categories and Features

Decision Support

Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control

Categories and Features

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