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…
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Luma Financial Technologies Appoints Fernando Concha Bambach as Key Account Manager for Latin America
Posted on Aug 11, 2020
Luma Financial Technologies Appoints John R. Charles as Director of Annuity Products
Posted on Aug 04, 2020
Luma Financial Technologies Appoints Rodney Branch as Chief Marketing Officer
Posted on Jul 20, 2020
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...
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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,...
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...
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...
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...
Structured Product Platforms to Execute 50% of Transactions, Predicts Luma’s CEO Tim Bonacci
As discussed in a recent publication from Risk.net, 5-10% of the US structured products market transactions occur on electronic platforms. However, Tim...
Financial Technology: Learning from the Past to Look into the Future
Throughout history, technical innovations have simplified tasks that were once inefficient and time-consuming. The breadth and diversity of such innovation is a testament to human imagination and creativity. Who hasn’t marveled at the thought of self-driving cars, a house that responds to your voice and robots that can fetch things for you? Oh wait, these are all things we can do today! Maybe...
Stephen Bodurtha Joins Luma Financial Technologies’ Board of Directors
CINCINNATI, OH, April 16, 2019 – Luma Financial Technologies announced today that Stephen Bodurtha, an investment product pioneer and...
From Airlines to Fintech, Innovation through Transformation
Does innovation have to be transformative? Is it always disruptive? In an interview with InvestmentNews, our CEO and founder, Tim Bonacci draws upon learnings from the airline industry to explain the transformation that is underway in the structured products and annuities industry. Processes that are currently inefficient and manual have already begun to be automated through the use of...
How Financial Advisors Are Growing Their Business Through Social Media
With the rise of digital marketing and social media successes within the advisory landscape, many financial advisors are changing their strategy when it comes...
Automated Post-Sales Performance Reports Make Life Easier
Pulling up performance data for structured products is usually more time-intensive than other types of investments due to their complex nature. Manually managing this process can be time-consuming. There is a clear need for a better way to do this.
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