Luma is an independent, multi-issuer platform that provides banks and broker/dealers with a fully-customizable, order entry system. Registered users can login to access a wide-array of content designed and tailored specifically for your firm. Our education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, our post-sales support provides life cycle support to ensure that advisors and clients are maximizing their purchases.
Here’s how the Luma Financial Platform works:
Education and Training
Our system allows you to view, download, and print materials to help you succeed.
In addition to our library of printable materials and documents, we also have interactive videos for visual learners.
Sales Tools and Marketing
Luma’s marketing team works directly with your organization to develop a marketing plan that is consistent with your firm’s mission and culture. As part of the marketing plan, Luma creates marketing collateral that is branded for your institution.
Some examples of marketing collateral include: FINRA Reviewed Advertising Collateral, Teller Take-Ones, Flyer’s, Posters, Brochures, Bi-Folds, Tri-Folds, Newspaper Ads, Website Banners, Statement Inserts and Client-Approved Presentations. All marketing collateral can be ordered directly from Luma. The platform diligently tracks the utilization of each marketing piece that is implemented within your program. This allows for data that represents what’s working effectively, and what isn’t. Advisors can also create and distribute customized powerpoint presentations directly to end clients.
Library of Client Approved Marketing Material
Compare and Purchase
With Luma, you’ll have access to our advanced Structured Product & Annuity Comparison Tools (over 100 carriers), providing a comprehensive user experience to help advisors easily compare and contrast the various products available to better ensure suitability of client needs. Luma’s advanced Order Entry System provides a simplified, user-friendly alternative for structured product trade entry. Whether you are on a trade desk, or an individual financial consultant, nearly all fields on our custom order-entry system are pre-populated, leaving only two simple entries. This saves time and reduces your chance for error. Easily view, track, and export all orders in one location. Trade information is sortable by any input field, streamlining volume tracking and reconciliation. Navian’s 5 StAR rating service performs product research and due diligence allowing banks and broker/dealers to quickly compare and analyze all structures in the broad marketplace. This research helps ensure suitability of products for a given program’s client base.
PRODUCT COMPARISON TOOL
ORDER ENTRY SYSTEM
POST SALES SUPPORT
Luma provides multi-issuer performance and offering documentation in one place for structured products.
Luma provides life cycle tools and support post sale for advisors and management. It also tracks and provides detailed information for past purchased products that are maturing, callable, and paying a coupon.