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What is Refernet?

Refernet is a secure online platform for managing referrals, specifically designed for local use by a variety of organizations, including Citizens Advice teams, Councils, Charities, and healthcare services across the UK, showcasing its cost-effectiveness. The system enables safe referrals among Advice Agencies and their partners in their communities, whether they are in towns, cities, or broader regions. Adhering to GDPR guidelines, Refernet also offers insightful reports on activities and outcomes, ensuring transparency and accountability. We are committed to empowering even the smallest charities to leverage Refernet alongside larger national entities, which is why our pricing model is designed to accommodate your financial situation and the level of service you need. Furthermore, in addition to our primary urban user base, we are actively collaborating with several Citizens Advice groups to synchronize referral initiatives across entire boroughs and counties, thereby amplifying the impact of local support services. By utilizing Refernet, the objective extends beyond simply improving referral processes; it aims to cultivate a more interconnected network of support for individuals seeking assistance in their communities. Ultimately, our vision is to create a seamless web of resources that enhances the quality of life for those in need.

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

Additional information not provided

Integrations Supported

Additional information not provided

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

Refernet

Company Website

www.refernet.co.uk

Company Facts

Organization Name

Lumiant

Company Location

United States

Company Website

lumiant.io

Categories and Features

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

Categories and Features

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