Luminary is the AI-powered intelligence platform for European Wealth Management. We analyse client communications to help you understand clients deeper, identify opportunities, predict needs, and ensure EU compliance.
Core Intelligence Capabilities
Go beyond surface data to truly understand clients, identify potential, and mitigate risk.
Built for EU Compliance & Security
Operating in the EU requires rigorous adherence to regulations. Luminary is built from the ground up on sovereign EU cloud infrastructure (EuroStack/Scaleway), guaranteeing data residency. We provide unyielding compliance by design with GDPR, DORA, and support for MiFID II suitability requirements. Our platform aligns with EU AI Act principles, offering a secure, transparent, and trustworthy intelligence solution.
Optimise Advisor Workflow
Empower your advisors with tools that enhance efficiency, deepen client connections, and support compliance.
Boost RM Productivity
Reduce the time Relationship Managers spend manually processing communications. Luminary delivers automated insights and workflow triggers directly where needed.
Enable Hyper-Personalisation
Equip your advisors with the deep client understanding necessary to provide truly tailored advice and strengthen long-term relationships.
Support MiFID II record-keeping and suitability checks more efficiently. Our AI analysis provides context and flags relevant interactions for review.
Seamless Integration & Partnership
Luminary provides a powerful intelligence layer to enhance your existing systems. We prioritise seamless integration with leading CRM and PMS via robust APIs. As your trusted partner for growth, our tools work within your established workflows, focusing on delivering measurable ROI.
How Luminary Delivers Intelligence
A straightforward process designed for security, compliance, and seamless integration into your existing workflows.
01.
Secure Data Connection
Luminary securely integrates with your existing communication systems (email, etc.) and CRM/Portfolio Management System data via robust APIs. All processing occurs within our sovereign EU cloud environment, ensuring data integrity, security, and residency remain paramount.
02.
Deep AI Analysis
Our advanced AI models, specifically trained on EU financial advisory context, analyse communication content and structured data. They identify nuanced sentiment, predict emerging client needs, flag potential opportunities, and detect relevant compliance points.
03.
Actionable Insight Delivery
We translate complex AI analysis into clear, concise, and actionable insights. These are delivered directly to Relationship Managers, highlighting key opportunities, risks, and compliance considerations requiring attention, without information overload.
04.
Seamless Workflow Integration
Leveraging API connections, Luminary's insights can trigger automated tasks, reminders, or suggestions within your existing CRM or workflow tools. This ensures intelligence leads to timely action and measurably enhances RM productivity.
