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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.
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