Workflow Optimisation
Enhanced Security
Date
Feb 3, 2025
Relationship Managers (RMs) are pivotal to wealth management success, yet much of their valuable time can be consumed by manual processes and administrative tasks. Luminary's Workflow Optimisation capabilities leverage AI-driven intelligence to streamline daily activities, reduce manual effort, and empower RMs to focus on what they do best: building strong client relationships and providing high-value advice.
The Challenge: The RM Time Drain
Beyond Client Meetings: Where Does the Time Go?
While client interaction is key, a significant portion of an RM's day is often spent on essential but time-consuming background tasks. This includes manually reviewing lengthy email chains and call notes, searching for specific information across disparate systems, updating CRM records, preparing meeting summaries, and ensuring communication aligns with compliance requirements. This administrative burden limits the time available for proactive client engagement, strategic planning, and business development.
Luminary's Solution: AI-Driven Efficiency
Automating Insights, Prompting Action
Luminary acts as an intelligent assistant, working seamlessly within the RM's existing environment. Our platform automatically analyses client communications to extract key insights – such as sentiment shifts, identified opportunities, potential risks, or mentioned life events. Crucially, Luminary doesn't just present raw data; it translates these findings into actionable prompts and integrates them into the RM's workflow.
Key Capabilities & Benefits
How We Optimise Your Workflow
Automated Insight Summaries: Quickly grasp the essence of long email threads or call transcripts with AI-generated summaries, drastically reducing reading time.
Proactive Task Triggering: Luminary can automatically suggest relevant next steps (e.g., "Schedule follow-up based on identified need") or create draft tasks in your CRM based on communication analysis.
Seamless CRM/PMS Integration: Our focus on robust API integration ensures insights and tasks are delivered directly into the systems your RMs use every day, minimising context switching.
Reduced Manual Data Entry: By automatically identifying key topics, sentiment, and entities mentioned in communications, Luminary reduces the need for manual logging of interaction details.
Efficient Meeting Preparation: Access concise, AI-surfaced insights relevant to upcoming client meetings, allowing RMs to prepare more effectively in less time.
Increased Focus on Client Value: By automating routine analysis and data entry, Luminary frees up significant RM capacity to dedicate to strategic advice, relationship nurturing, and growth activities.
The Result: Empowered and Effective Advisors
More Time for What Matters Most
By optimising workflows, Luminary empowers RMs to be more productive, proactive, and effective. This leads to enhanced job satisfaction, improved client engagement through more personalised and timely interactions, better alignment with compliance needs, and ultimately, contributes to the sustainable growth of your firm's AUM and client relationships.
Relationship Managers (RMs) are pivotal to wealth management success, yet much of their valuable time can be consumed by manual processes and administrative tasks. Luminary's Workflow Optimisation capabilities leverage AI-driven intelligence to streamline daily activities, reduce manual effort, and empower RMs to focus on what they do best: building strong client relationships and providing high-value advice.
The Challenge: The RM Time Drain
Beyond Client Meetings: Where Does the Time Go?
While client interaction is key, a significant portion of an RM's day is often spent on essential but time-consuming background tasks. This includes manually reviewing lengthy email chains and call notes, searching for specific information across disparate systems, updating CRM records, preparing meeting summaries, and ensuring communication aligns with compliance requirements. This administrative burden limits the time available for proactive client engagement, strategic planning, and business development.
Luminary's Solution: AI-Driven Efficiency
Automating Insights, Prompting Action
Luminary acts as an intelligent assistant, working seamlessly within the RM's existing environment. Our platform automatically analyses client communications to extract key insights – such as sentiment shifts, identified opportunities, potential risks, or mentioned life events. Crucially, Luminary doesn't just present raw data; it translates these findings into actionable prompts and integrates them into the RM's workflow.
Key Capabilities & Benefits
How We Optimise Your Workflow
Automated Insight Summaries: Quickly grasp the essence of long email threads or call transcripts with AI-generated summaries, drastically reducing reading time.
Proactive Task Triggering: Luminary can automatically suggest relevant next steps (e.g., "Schedule follow-up based on identified need") or create draft tasks in your CRM based on communication analysis.
Seamless CRM/PMS Integration: Our focus on robust API integration ensures insights and tasks are delivered directly into the systems your RMs use every day, minimising context switching.
Reduced Manual Data Entry: By automatically identifying key topics, sentiment, and entities mentioned in communications, Luminary reduces the need for manual logging of interaction details.
Efficient Meeting Preparation: Access concise, AI-surfaced insights relevant to upcoming client meetings, allowing RMs to prepare more effectively in less time.
Increased Focus on Client Value: By automating routine analysis and data entry, Luminary frees up significant RM capacity to dedicate to strategic advice, relationship nurturing, and growth activities.
The Result: Empowered and Effective Advisors
More Time for What Matters Most
By optimising workflows, Luminary empowers RMs to be more productive, proactive, and effective. This leads to enhanced job satisfaction, improved client engagement through more personalised and timely interactions, better alignment with compliance needs, and ultimately, contributes to the sustainable growth of your firm's AUM and client relationships.
