Author: Chris Olson

Luma's Financial Technology

How Luma’s Technology Drives Structured Product Innovations

Fintech is the convergence of finance and technology, where cutting-edge, innovative solutions are created. The impact of technology on the world of finance is undeniable. From making basic transactions to regulation and compliance management to automating entire workflows, technology is changing all aspects of finance. With that in mind, we built Luma to make things…

Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing

StoneX Financial Inc.’s Network of Clearing Correspondents Gain Enhanced Access to Structured Products Cincinnati, OH, September 22, 2020 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that StoneX Financial Inc., a subsidiary of StoneX Group Inc. has selected the Luma platform to offer clients unparalleled access to the…

Luma Financial Technologies Collects Multiple Honors at the SRP Americas Awards 2020

It’s with great pleasure that we announce Luma’s recent recognition at the Structured Retail Products (“SRP”) Americas awards for the Best Structured Product Technological Solution.  The award recognizes technological innovation, infrastructure, and market impact. Tim Bonacci, our President and Chief Executive Officer, was also named SRP’s Americas Personality of the Year.  The award is reflective…

Luma Teams with WallStreetDocs to Enhance Document Automation

Cincinnati/New York/London, September 3, 2020- Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have entered a strategic relationship with WallStreetDocs (“WSD”), a provider of document-centric automation solutions that streamline the creation of investor communications for structured product issuers.  “As the fintech platform of choice in the structured…

Fernando Concha - Investment Professional

Luma Financial Technologies Appoints Fernando Concha Bambach as Key Account Manager for Latin America

Structured Solutions Expert to Spearhead Latin America Expansion Cincinnati, OH, August 11, 2020 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Fernando Concha Bambach has joined the firm as Key Account Manager for Latin America.  He reports directly to Tim Bonacci, President and Chief Executive Officer of…

JRC Luma Annuities

Luma Financial Technologies Appoints John R. Charles as Director of Annuity Products

Firm Taps Annuity Specialist to Drive Growth, Distribution as Structured Products Platform Sees Robust Demand Cincinnati, OH, August 4 2020 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that John (Jay) R. Charles has joined the firm as Director of Annuity Products.  He reports directly to Tim Bonacci,…

Luma Financial Technologies Appoints Rodney Branch as Chief Marketing Officer

Industry veteran to drive marketing and branding initiatives as structured products platform continues rampant expansion. Cincinnati, OH, July 20, 2020 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Rodney Branch has joined the firm as Chief Marketing Officer.  He reports directly to Tim Bonacci, President and Chief…

Luma Lifecycle Manager Event Notifications

Tracking Post-Sales Events with Luma

Tracking important performance data about structured products used to be a complicated and time-consuming endeavor, in large part due to the process relying so heavily on manual information management. Chasing down all of the pertinent data could be time prohibitive to the point that many advisors hesitated to incorporate this class of financial instruments into…

How Financial Advisors Can Elevate their Investments Business with Fintech from Home

During this time of uncertainty, advisors are continuing to seek new ways to ease anxiety and elevate their exceptional value-add services for clients. While this uncertainty can be taxing due to heightened stress and difficult client conversations – all while working remotely – it doesn’t have to be. In fact, working from home does not…

Luma-Fintech-Transforming-Structured-Product-Marketplace

COO Q&A: How Fintech Is Transforming the Structured Product Marketplace

Fintech is a rapidly evolving field. With buzzwords such as disruption and innovation everywhere, combined with new product launches, it can be hard to discern what is actually innovative and what is just extra noise. In this post, we talked to Luma Financial Technologies COO Donald Pogan about how platforms truly transform the structured product…

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