87% Churn Prediction Accuracy
€250K+ Hidden AUM per RM
60% Reduction in MiFID II Workload
EU Sovereign Cloud
GDPR-Native by Design
European-Built
The core challenge
Portfolio intelligence
See Every Position, Allocation,
and Opportunity in Real Time
Luminary aggregates portfolio data across custodians and banking systems, providing comprehensive insights into holdings, performance attribution, and AI-powered rebalancing opportunities that are directly informed by intelligence from client communications.
Auto-aggregated positions
Real-time portfolio drift detection
AI-powered rebalancing recommendations
ESG scoring and opportunity identification.
Relationship engine
Transform Every Interaction
Into Predictive Intelligence
Our AI continuously analyses emails, notes, and call summaries to detect sentiment shifts, predict churn before traditional indicators appear, and identify life events that create new opportunities or risks.
Real-time sentiment analysis
Predictive churn modelling
Life event detection
Multi-generational family relationship mapping
Opportunity discovery
Uncover Hidden Revenue
in Every Conversation
Luminary's natural language processing identifies cross-sell and up-sell opportunities mentioned in client communications, quantifies their potential value, and provides confidence-scored recommendations with clear next actions.
Advanced NLP analysis
Opportunity scoring with confidence levels
Portfolio gap analysis
Estate and succession planning triggers
Compliance & risk
Automate Compliance,
Master Your Risk Profile
Built-in MiFID II and GDPR automation transforms regulatory burden into a streamlined background process, while providing comprehensive risk monitoring and predictive alerts.
Automated MiFID II suitability assessments
Real-time AML risk monitoring
Intelligent regulatory deadline tracking
Immutable audit trails for examinations
How it works
From Communication to Intelligence in Four Steps
Step 1
Intelligent Data Ingestion
Simply connects to your existing communications infrastructure. No workflow disruption. Complete privacy protection with EU-only processing.
Step 2
European AI Analysis
EU-sovereign AI trained specifically on European wealth management patterns. GDPR and DORA compliant by design with explainable decision-making.
Step 3
Predictive Intelligence Generation
Real-time insights with statistical confidence scoring. Every recommendation backed by comprehensive pattern analysis and European regulatory compliance.
Step 4
Actionable Delivery
Precise, timely recommendations delivered through your existing workflow. Turn communication intelligence into strategic relationship management.
Developer preview
API-First Architecture for European Wealth Intelligence
Early access to our developer toolkit. Built for European financial services with compliance and security at the core.
Integration Ecosystem
Enhances Everything. Replaces Nothing.
luminary in your context
Tailored Intelligence for Every European Wealth Management Model
Private Banks
Scale personalised service and regulatory automation across 50+ relationship managers.
Family Office Intelligence Platform
Navigate complex family dynamics, succession, and governance with unparalleled discretion and insight.
Independent Financial Advisors
Scale your advisory practice with intelligent automation and opportunity discovery.
Enterprise-Grade Security
Meets EU Data Sovereignty
100% European data processing with zero international transfers.
27001
ISO
Primary data center
Paris, FR
Backup data center
Amsterdam, NL
The process
Implementation
and Support
Week 1-2
Security assessment & integration planning
Week 3-4
System integration & data mapping
Week 5-6
Historical data migration & configuration
Week 7-8
Team training & go-live with full support
