Luminary Platform Capabilities
Explore how Luminary's AI-driven intelligence platform empowers EU Wealth Managers to deepen relationships, drive compliant growth, and optimise advisor performance.
Our Intelligent Process
From secure data integration to actionable insights delivered into your workflow.
01. Secure Connection
Securely integrate communication & CRM/PMS data via API on our Sovereign EU Cloud.
01. Secure Connection
Securely integrate communication & CRM/PMS data via API on our Sovereign EU Cloud.
01. Secure Connection
Securely integrate communication & CRM/PMS data via API on our Sovereign EU Cloud.
02. Deep AI Analysis
AI models analyse content for sentiment, opportunities, risks & compliance flags.
02. Deep AI Analysis
AI models analyse content for sentiment, opportunities, risks & compliance flags.
02. Deep AI Analysis
AI models analyse content for sentiment, opportunities, risks & compliance flags.
03. Actionable Insights
Clear, concise intelligence delivered directly to RMs.
03. Actionable Insights
Clear, concise intelligence delivered directly to RMs.
03. Actionable Insights
Clear, concise intelligence delivered directly to RMs.
04. Workflow Integration
Insights trigger tasks/suggestions in your existing tools.
04. Workflow Integration
Insights trigger tasks/suggestions in your existing tools.
04. Workflow Integration
Insights trigger tasks/suggestions in your existing tools.
Luminary provides the AI-driven intelligence layer to help your wealth management firm navigate complexity and achieve sustainable growth. Our platform empowers your advisors with deeper client understanding and proactive insights, all within a secure, compliant EU framework. Partner with us to unlock your firm's full potential.
Actionable Intelligence
Unyielding EU Compliance
Enhanced Productivity
Luminary provides the AI-driven intelligence layer to help your wealth management firm navigate complexity and achieve sustainable growth. Our platform empowers your advisors with deeper client understanding and proactive insights, all within a secure, compliant EU framework. Partner with us to unlock your firm's full potential.
Actionable Intelligence
Unyielding EU Compliance
Enhanced Productivity
Luminary provides the AI-driven intelligence layer to help your wealth management firm navigate complexity and achieve sustainable growth. Our platform empowers your advisors with deeper client understanding and proactive insights, all within a secure, compliant EU framework. Partner with us to unlock your firm's full potential.
Actionable Intelligence
Unyielding EU Compliance
Enhanced Productivity