CONNEXOR Success Story: Luma Financial Technologies

Luma Financial Technologies standardizes structured product reference data and lifecycle management across issuers and regions through CONNEXOR leading to enhanced customer experience.

Luma is a global, multi-issuer structured-products platform enabling distribution, lifecycle management, and analytics across the U.S. and Europe. As the company expanded structured-product programs across multiple issuers and geographies, they faced increasing complexity in managing:

  • Different data standards between U.S. and European markets
  • Inconsistent lifecycle workflows
  • The onboarding of new Swiss and European clients

To support cross-border distribution, Luma needed to align U.S. and European client requirements while ensuring that reference data, corporate actions, and lifecycle events remained consistent, reliable, and scalable across markets.

The Solution

By leveraging CONNEXOR, Luma achieves consistent structured product reference data and lifecycle management across issuers and geographies, resulting in the following benefits:

 

Applying market-proven European data standards within the Luma platform.

Supporting U.S. issuer workflows alongside European models.

Allowing issuers already connected to CONNEXOR to provide product and lifecycle data efficiently, without additional infrastructure or investment.

Superior service to buy-side and sell-side customers thanks to automation and reduced manual interventions.

Business Impact

The partnership delivers a scalable, cross-regional framework that enables Luma and its ecosystem to accelerate issuer onboarding and product distribution while supporting higher structured product volumes and geographic expansion without adding complexity. By standardizing reference data and lifecycle controls, it reduces regulatory and operational risk, and through automation and consistent data handling, lowers implementation costs, ongoing support effort, and overall operating expenses. The result is a more efficient, resilient, and globally scalable structured products infrastructure.

As a global, multi-issuer platform operating at scale, Luma requires partners that can support institutional-grade reference data and lifecycle management across regions. CONNEXOR brings deep European market expertise and trusted infrastructure, enabling us to extend our global connectivity while maintaining high standards of data quality, scalability, and operational efficiency

Tara York, Head of EMEA, Luma Financial Technologies

The Issuer’s Choice

CONNEXOR is used by 93 issuers of financial products, with more than 2.25 million newly issued structured products and more than 50+ million associated product updates and lifecycle events flowing through every year.

Talk to Us

What Our Clients Say