Lumiant - your ultimate client engagement solution designed to enhance collaboration between advisors and clients. With Lumiant, advisors can create customized financial plans, leading to improved well-being and financial success for individuals. Elevate conversations to actionable goals and track measurable achievements with this innovative platform. Engage in interactive sessions and turn qualitative discussions into tangible results with Lumiant.
The top 5 features of Lumiant include:
Lumiant supports a variety of platforms including: Email, Phone.
Lumiant serves a wide range of businesses including StartUps.
The top three competitors of Lumiant are Rain, LearnLux and Savology. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.
Lumiant is available exclusively in English, providing a streamlined experience for English-speaking users.