Lumiant has launched in-app notifications to help keep advisers up to date with nudges & notifications of their clients, Birthdays, Retirement, Goals (financial and non-financial) and Tasks.
Nudges and notifications are a great way to keep your client up to date with their due activities as well as have set reminders for key milestones or birthdays. Advisers will now be notified in the platform when a client has a goal that is coming due. Advisers will also be reminded by notification should a client have an upcoming task due to being completed. This is a great opportunity to maintain contact with clients in between meetings, by reaching out to discuss their goals and task progress.
Advisers will also be nudged when their client is nearing a key milestone in their life, retirement. Starting with a 12-month reminder will enable advisers adequate time to contact their clients and discuss their retirement plans and goals. Follow-up reminders will be sent until their retirement date.
For advisers that don't want to forget their client's birthdays, you will receive a gentle reminder a week before and on the day of your client's birthday, to reach out and celebrate.
An overview of the notifications and timings is captured below:
- Birthdays - today and 1 week
- Retirement - today, 1 month, 3 months, 6 months and 12 months
- Goals (financial and non-financial) - Due today, 1 week, 1 month
- Tasks - Due today, 1 week, 1 month
To turn off or enable in-app notifications navigate to settings (cog)> Notification settings> toggle on/off> Save changes.
Refer to the video above on how to use the in-app notifications.