In our continuous effort to empower financial advisors, we're thrilled to announce two game-changing features: Global Search and an actionable Advisor Landing Page. These enhancements are set to transform how you navigate Lumiant, interact with client experience information, and manage your practice. Let's dive into how these features can streamline your daily workflow and elevate your client relationships by showing you care about them as people and that you are willing to hold them accountable to the goals they’ve set for themselves.
Your New Central Hub: The Advisor Landing Page
Imagine starting your day with all the critical client experience information you need at your fingertips. That's exactly what our Advisor Landing Page delivers. Designed with the advisor workflow in mind, as soon as you log in, you're greeted with a comprehensive overview of your practice:
Recently Viewed Clients: Quickly pick up where you left off with a list of clients you've interacted with in the last 90 days.
Client Outstanding Surveys: Prioritize follow-ups by seeing which clients haven't started or completed their surveys.
Overdue & Upcoming Actions: Stay on top of client tasks and goals with a clear view of what's overdue and what's coming up in the next 30 days.
Client Engagement at a Glance: Check which clients have been active on the platform and what actions they've taken.
Proactive Planning: Our "Items to Think About" section highlights clients who might need attention, such as those due for a life survey or values update.
For Practice Managers, this dashboard is a powerful tool for informed team discussions and strategic planning. Support staff can leverage this information to efficiently assist advisors and clients, ensuring no task falls through the cracks.
Global Search: Your Key to Seamless Client Navigation
In the midst of your busy day, you need to be able to access client information quickly. Our new Global Search feature makes this easier than ever:
Access from Anywhere: The search bar is always available in the top navigation, no matter where you are in Lumiant.
Flexible Search Options: Choose to search within your client base or across your entire practice (with appropriate permissions).
Lightning-Fast Results: Start seeing auto-suggested results after typing just three characters.
One-Click Navigation: Jump directly to a client's household profile with a single click.
This powerful search functionality means less time navigating menus and more time focusing on what truly matters – your clients.
Enhanced Client Profiles: A Deeper Understanding at a Glance
Once you've navigated to a client's profile, you'll notice significant enhancements that provide a more comprehensive view:
Household Overview: Quickly see essential information like address, familial relationships, time with your firm, and key metrics such as well-being score and number of goals.
Goals Summary: Stay on top of your clients' progress with an overview of completed, upcoming, and overdue goals.
Individual Member Summaries: Access detailed information for each household member, including contact details, notes, and survey completion status.
Account Management: Easily manage account details, registration status, and client invitations all from one place.
These enhancements allow you to gain a deeper understanding of your clients’ progress and needs without navigating through multiple screens.
Streamlined Planning and Follow-ups
We've also improved the survey management process to help you stay proactive:
Efficient Survey Distribution: Send multiple surveys at once, either via email or by copying invite links.
Progress Tracking: Monitor the status of each survey from sent to completion.
Easy Reminders: Quickly see clients who haven’t completed surveys and send nudges, ensuring higher completion rates.
Transforming Your Workflow
With Global Search and the redesigned Advisor Landing Page, your daily workflow becomes more efficient and effective:
Improved Efficiency: Quickly access critical client information from anywhere in the platform.
Enhanced Client Service: Stay on top of client needs and progress, allowing you to provide more timely and relevant advice.
Proactive Management: Easily identify clients who need attention and take action before issues arise.
These features free you up to focus on what you do best – providing excellent financial advice and guiding your clients toward their best lives. Not only do the features enable you to do your work more efficiently, but they also allow you to treat your clients as unique individuals and build deeper relationships.
The enhancements provide ample opportunities to be high-touch. You can follow up with a client and check if they've completed a goal, celebrate their wins, or remind them they should complete a goal or reevaluate it if it’s no longer important to them.
Holding your clients accountable shows that you are invested in their success and shows your value at the same time by ensuring your plan makes it from the screen to implementation.
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We're excited for you to explore these new features and experience firsthand how they can enhance your practice. Log in to Lumiant now to discover the power of Global Search and your new Advisor Landing Page.
Your success is our priority, and we're committed to continually evolving our platform to support you in defining, co-creating, and guiding your clients' journey to becoming healthy, wealthy, and wise.
Ready to revolutionize your workflow? Log in now and see the difference for yourself!
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