- Service Name
Flanks LUME
- Industry
FinTech, Wealth Management, Data Aggregation, Financial Services
- Main Value Proposition
Flanks LUME transforms complex wealth data into actionable insights, allowing wealth managers to focus on strategic growth and client relationships.
- Description
Flanks LUME is an all-in-one wealth management solution that simplifies the management of complex wealth data. It enables wealth management professionals to leverage actionable insights from various financial sources to enhance their services.
- Key Features
Seamless connections with any financial institution; Reduction of manual work to 0% for wealth managers; Ensured data quality and granularity; Customizable deliverables tailored to client needs
- Use Cases
Wealth managers consolidating client asset data; Financial advisors enhancing client interactions with real-time data; Investment firms seeking to streamline their wealth management processes
- Competitive advantages
Comprehensive coverage of financial entities in the EU; High-quality data management and reconciliation; Strong partnerships with leading brokerage firms for enhanced client experiences
- Strengths
Flanks excels in providing a user-friendly platform that reduces manual data handling, ensuring high-quality and consistent wealth data for its users.
- Positioning
Flanks positions itself as a leader in the wealth management industry by offering innovative technology solutions that simplify complex financial data management.
- Audience
The primary target users include wealth management professionals, financial advisors, and investment firms looking to improve their data management and client service capabilities.
- CTA
Get in touch
- Tags
Wealth Management
Data Aggregation
Financial Technology
Client Solutions
- Tagline
Wealth, easily managed.
- Tone of Voice
Professional, innovative, supportive
- Differentiation
Flanks uniquely approaches data aggregation with an agnostic methodology, enabling connections with any financial institution and handling various data formats effortlessly.
- Brand Positioning
Flanks is identified as a forward-thinking FinTech company that combines deep financial expertise with advanced technology to set new industry standards.
- Founded
2018-12-01
- Founders
Alvaro Morales de Cano
Joaquim De la Cruz
Sergi Lao