Leading US Structured Products Fintech Luma Expands into Europe with Swiss Office
January 12, 2021 – Luma Financial Technologies (“Luma”), the largest independent, multi-issuer structured products platform in the US, is launching into the European market with the opening of an office in Switzerland. Luma, which is backed by three of the world’s largest banks, has opened an office in Zurich to offer more wealth managers and private…
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...
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Seven Ways Fintech Simplifies Structured Products
Structured products, by nature, are complex, but with the help of fintech platforms, identifying the right structured products and managing them for your clients doesn’t have to be. Platforms like Luma simplify the process of learning, transacting, creating, and managing structured products. In this resource, we go into seven ways fintech simplifies structured products:...
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...
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. ...
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...
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...
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...
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 –...
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...
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...