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Wednesday, May 06, 2026
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Brightbeam: Weaving AI into the Fabric of Your Financial Organization Sprintax: Making Withholding Tax Recovery an Automated Reality MPE 2026: Forter on Preparing Merchants to Safely Engage with Agentic Commerce TSAM London: Profidata’s Strategy for AI Readiness and Clean Data in Asset Management RTS 2026: Supporting the Retail Ecosystem Through Flexible Technology Fintech Meetup 2026: Aevi on How Open Orchestration Changes the Game for Payments Digital Learning in Finance: What Makes a Trading Course Effective in 2026 FIS Brings Agentic AI to Banking with Anthropic, Starting with Financial Crimes Temenos Expands its SaaS Offering on AWS Lloyds Banking Group Unveils Envoy – a New Platform for Building AI Agents Safely at Scale AutoRek Strengthens Executive Team With Appointment of Tony Livesey as Chief Technology & Product Officer Corgi Launches AI Insurance Coverage to Protect Businesses When AI Goes Wrong SUPERAGENT AI Unveils Platform 2.0, Delivering a Unified Autonomous Workforce for Independent Insurance Agencies FIS Launches Total Issuing Solutions in Southeast Asia, Powering the Region’s Next Wave of Payment Innovation Ahoy!® Insurance Partners with Smart Choice® to Expand Access to Innovative Boat Insurance for Independent Agents

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Insigneo Partners with Luma Financial Technologies to Upgrade Structured Note Product Capabilities and Advisor Efficiencies

April 2 2025

Insigneo, an international wealth management firm at the forefront of advisor-centric innovation, has partnered with Luma Financial Technologies (“Luma”), a prominent provider of structured product and insurance technology, to elevate its structured note capabilities and further streamline advisor workflows. Through the adoption of Luma’s market-leading technology, Insigneo is now upgrading its existing offerings with real-time trade data, advanced reporting tools, and a streamlined solution that supports each stage of the product lifecycle.