Opportunity Identification

In the complex world of wealth management, significant revenue potential often lies hidden within everyday client interactions. Identifying subtle buying signals, emerging needs, or suitability for new services requires deep understanding and constant vigilance. Luminary's AI-powered Opportunity Identification capability systematically analyses client communications to proactively surface these valuable growth opportunities for Relationship Managers (RMs).

The Challenge: Overlooking Growth Signals

Why Opportunities Get Missed

Busy RMs manage numerous relationships, and relying solely on scheduled reviews or manual tracking often means missing timely opportunities. Critical signals might be buried in email exchanges, mentioned briefly during calls, or implied through discussions about life events. Standard CRM tools typically lack the capability to analyse this unstructured communication content effectively, meaning potential cross-sell/upsell moments, chances to introduce relevant new services (like ESG options or alternative investments), or indicators of future needs frequently go unnoticed until it's too late, or not at all.

Luminary's Approach: AI-Powered Opportunity Discovery

Turning Conversations into Revenue Potential

Luminary leverages its Deep Communication Analysis engine to go beyond surface-level information. Our AI analyses the content and context of emails, call transcripts, and meeting notes, specifically trained to recognise patterns, keywords, sentiment shifts, and expressed or implied intentions relevant to the EU Wealth Management context. It identifies instances where clients mention:

• Interest in specific investment themes (e.g., sustainability, technology, private markets).

• Upcoming life events (e.g., retirement, property purchase, inheritance) that may trigger new financial needs.

• Dissatisfaction with current non-Luminary advised holdings or services.

• Potential suitability for additional services offered by your firm (e.g., lending, tax planning, insurance).

Key Capabilities & Benefits

How Luminary Surfaces Opportunities

• Contextual Cross-Sell/Upsell: Receive alerts highlighting specific mentions or implied interest directly relevant to products or services your firm offers.

• Predicted Needs Identification: Proactively understand potential future client needs triggered by identified life events or discussions, enabling timely outreach.

• Thematic Interest Alignment: Easily track client interest in specific investment themes (like ESG) across communications for targeted engagement.

• Actionable Opportunity Alerts: Get clear, concise notifications delivered to RMs, summarising the opportunity and providing the necessary context from the communication.

• Workflow Integration: Seamlessly link identified opportunities to tasks or actions within your existing CRM system via API integration.

• Drive Revenue & AUM Growth: Directly contribute to business growth by enabling RMs to systematically identify and act upon relevant, timely client opportunities.

The Result: Proactive Growth

From Reactive Service to Proactive Value Addition

By systematically uncovering hidden opportunities within client communications, Luminary empowers RMs to shift from a reactive stance to one of proactive value creation. Engaging clients with relevant, timely suggestions based on a genuine understanding of their evolving needs deepens relationships, increases satisfaction, improves wallet share capture, and drives measurable revenue growth for the firm.