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What is Pexip Engage?

Pexip Engage, previously known as Skedify, transcends traditional appointment scheduling software by ensuring that client-facing advisors are readily accessible. Businesses that do not conduct online sales can benefit from a smooth scheduling and video interaction process. Rather than merely directing customers through essential stages of their journey, Pexip Engage facilitates a cohesive scheduling and video experience, positioning itself as the premier optichannel platform for customer engagement. Targeting medium to large enterprises in sectors such as Banking & Insurance and HR & Recruitment, it recognizes that these industries primarily offer expert guidance rather than physical products online. With around 90% of clients initiating their buying journeys on the internet, Pexip Engage plays a crucial role in enabling organizations to make their advisors available, relevant, and engaged. By streamlining scheduling and video communication, it fosters meaningful interactions that enhance customer satisfaction and drive business success. This innovative solution empowers organizations to connect with clients at pivotal moments, ultimately enriching the customer experience.

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

HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
Salesforce
Sitecore
Tableau

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Full SaaS solution

Pricing Information

$249 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Pexip

Date Founded

2012

Company Location

Norway

Company Website

www.pexip.com/products/customer-engagement

Company Facts

Organization Name

Lumiant

Company Location

United States

Company Website

lumiant.io

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Mobile Access
Multi-Location
Online Booking
Room Booking Management

Meeting

Not specified

Sales Engagement

CRM Integration
Email Sequences
Reporting / Analytics

Video Conferencing

Not specified

Categories and Features

Financial Wellness

Not specified

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