Elevate Your Client Engagement: Adding a Lumiant Sign-In Button to Your Practice Website [How-Tos]

Introduction

Welcome to the world of Lumiant—a powerful tool designed to transform client-adviser interactions and create a dynamic snapshot of your clients' lives and values. To enhance your Lumiant experience, we encourage you to seamlessly integrate a Lumiant sign-in button into your Practice's website. Follow our guide to light up your dashboard and foster stronger relationships!

Step 1: Claim Your Unique Lumiant URL

Upon signing up for Lumiant, you'll receive a custom URL for your very own Lumiant login page. Should you encounter any challenges in locating your unique URL, our dedicated Support team is ready to assist. Simply submit a request here, and we'll guide you through the process.

Step 2: Personalize Your Login Page

If your Practice has white-label branding, your Lumiant login page will be adorned with your distinctive Practice logo. This ensures a seamless and branded experience for both advisers and clients.

Don't currently have white labelling? No worries! Explore our white labelling service by checking out our comprehensive guide: White Labelling Guide [Product Guides].

Step 3: Elevate Your Practice Homepage

Take the Lumiant experience to the next level by integrating a Lumiant sign-in button directly onto your Practice homepage. Just imagine, your clients and staff effortlessly accessing Lumiant through your own website, creating a cohesive and personalized user experience.

Example Inspiration:

Witness the magic on our Lumiant homepage! Now, envision your clients and staff being directed to Lumiant through your website, ensuring a look and feel that resonates with your brand.

Step 4: Seek Assistance from Your Administrator or Developer

To bring this vision to life, reach out to your site administrator or developer. They'll guide you through the process of embedding the Lumiant sign-in button, seamlessly transitioning your client engagement strategy to a new, more personalized approach.

Transition Made Easy:

For those managing their Practice's website on popular platforms like Squarespace, Wix, or WordPress, we've got you covered! Check out our tailored guides to get started:

• Squarespace: Adding buttons to your site
• Wix: Adding a link with a button or an icon to your site
• WordPress: Add a link and button

Elevate your client engagement and foster values-based relationships by adding a Lumiant sign-in button to your Practice's website. Embrace the seamless integration and watch as your dashboard becomes the epicenter of dynamic collaboration. Your journey towards enhanced client-adviser interactions begins now!