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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...

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:...

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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...

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...

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...

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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How to Improve Suitability Measures with Financial Technology

Picture Tom, product manager for a large broker-dealer. Tom has his annual cycle exam in a couple of days. He understands how his orders have been approved and...

3 Reasons Why Wholesaler Value Could Increase

Reverse inquiries are an excellent area for wholesalers to provide value. However, the current way most wholesalers facilitate reverse inquiries is very...

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