Our Commitment to Intelligent Wealth Management.
We are focused on providing EU Wealth Managers with the intelligence needed to deepen relationships, drive compliant growth, and optimise performance.
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.
