Drafts only until you approve
Nothing goes to a customer, vendor or the public on its own.
HomeUse casesClient market briefings (financial services)
Client market briefings (financial services)
Personal market notes for each client from the day’s news and their holdings, drafted for the adviser to send.
On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative request. Your agent works on your own systems and records.
Good for: Sales & customer service
Industries: Financial services
Client market briefings (financial services)Mail
Sample dataDraft the weekly note for my top clients.
You get one note per client.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Reads the contextReads market news and client notes, with the access you granted and no more.
- Prepares the draftDrafts one note per client.
- Waits for your decisionThe draft goes to an approval card. Nothing is sent or changed until a person approves it.
SYSTEMS IT CONNECTS
Works with what you use.
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Least access
It reads only the sources this job needs.
On the record
Each draft keeps its sources and who approved it.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.