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Luma Financial Technologies Partners with Gradient Insurance Brokerage
Slice of Finance Team
27 Jun
Key Highlights:
Luma partners with Gradient Insurance Brokerage to enhance KonnexME platform.
Provides FSPs with access to advanced annuity tools and educational resources.
Luma's analytics and suitability tools to streamline annuity product lifecycle management.
Gradient to offer enhanced client performance reporting and product event alerts.
Source (Business Wire)
Notable Quotes
"We are thrilled to announce a first-of-its-kind strategic partnership that infuses our resources and expertise with the KonnexME technology platform to offer unparalleled opportunities to FSPs."
"This partnership reaffirms our dedication to equipping FSPs with the best-in-class tools and resources to support their efforts in delivering a confident financial future for their clients."
Our Take:
This strategic collaboration between Luma Financial Technologies and Gradient Insurance Brokerage represents a significant advancement in the annuity sector. By integrating Luma's comprehensive educational resources, state-of-the-art analytics, and advanced suitability tools into Gradient's KonnexME platform, financial services professionals (FSPs) will be better equipped to navigate the complexities of annuity management. This partnership not only enhances the capabilities of FSPs but also underscores the commitment of both companies to drive optimal client outcomes through innovative and personalized services. The inclusion of client-level performance reporting and product event alerts further positions this collaboration as a game-changer in the financial services industry.