Deep Communication Analysis

Client relationships are built on communication, yet valuable insights often remain buried within countless emails, call transcripts, and meeting notes. Luminary's Deep Communication Analysis capability moves beyond surface-level data, leveraging advanced AI to unlock the rich, contextual understanding needed to truly connect with clients and drive meaningful outcomes in European Wealth Management.

Why Standard Tools Fall Short

Traditional Customer Relationship Management (CRM) and Portfolio Management Systems (PMS) excel at managing structured data – account details, transaction histories, basic contact information. However, the bulk of nuanced client interaction – expressing goals, concerns, sentiment, life events, and subtle needs – occurs in unstructured formats. Manually reviewing and extracting meaningful intelligence from this vast volume of text and speech is inefficient, inconsistent, and often impractical for busy Relationship Managers (RMs), leading to missed opportunities and incomplete client profiles.

Luminary's Approach: AI-Powered Semantic Understanding

How Our AI Works

Luminary employs sophisticated Artificial Intelligence (AI), including Large Language Models (LLMs) and Natural Language Processing (NLP) techniques specifically trained and fine-tuned for the EU financial advisory context. Our engine doesn't just scan for keywords; it analyses the semantic meaning, context, and relationships within the text and transcribed speech from emails, calls, and notes. This allows us to:

• Understand Sentiment: Accurately gauge client mood and satisfaction levels beyond simple positive/negative classifications.

• Identify Key Topics & Entities: Automatically recognise discussed subjects, financial products, mentioned individuals, or organisations.

• Detect Needs & Intent: Surface underlying client needs, goals, or intentions expressed implicitly or explicitly in conversations.

Key Capabilities & Benefits

What You Gain

By deeply analysing communications, Luminary provides:

• Truly Holistic Client Understanding: Create a genuine 360° view by integrating rich insights from communications with existing structured data.

• Accurate Sentiment Tracking: Monitor client satisfaction trends and identify shifts in sentiment that may require attention.

• Automated Topic & Theme Recognition: Quickly grasp the key subjects discussed across interactions without manual reading.

• Foundation for Proactive Engagement: This deep analysis fuels other Luminary features, enabling more accurate Opportunity Identification and Churn Prediction.

• Enhanced RM Preparedness: Equip advisors with crucial context before client meetings or calls, enabling more relevant and personalised conversations.

Compliance Considerations

Secure and Compliant Analysis

All analysis is performed within Luminary's secure Sovereign EU Cloud environment in Luxembourg, ensuring GDPR adherence and data residency. The insights derived can also support MiFID II suitability record-keeping by providing context and summaries of client discussions around goals and risk tolerance, aiding compliance review processes. Our commitment to Explainable AI (XAI) principles aims to provide transparency where needed.

Conclusion

Beyond Data, Towards Intelligence

Luminary's Deep Communication Analysis transforms everyday interactions from a passive record into an active source of strategic intelligence. By unlocking the insights hidden within unstructured data, we empower EU Wealth Managers to build stronger, more profitable, and more compliant client relationships.