Thursday, 27 May, 2021
Luma Financial Technologies | Zurich - Rethink Opportunity
- Regional Hub
- 6 people
- Zurich
How Instant acquired a flexible, Covid-secure workspace for Luma Financial Technologies in a competitive market with limited availability. Now with an agile solution and entry point to Europe, Luma can enable growth and change in an uncertain global climate.
Objectives
- Enable growth and change by opening a Zurich office as an entry point to access the European markets
- Strengthen & differentiate brand with a workspace that aligns with the Corporate Identity, and is easily accessible
- Reduce risk with a team room of a size that allows a safe working environment in terms of Covid-19
- Inject agility into enterprise by securing a flexible start date in response to the pandemic development
Outcomes
- Luma Financial Technologies was using different channels in the market to source their office and ended up using Instant as their preferred partner.
- Instant kept in touch throughout the process and when the time was right supported tours and contract negotiations.
- Instant negotiated a low-risk and flexible solution in a market with limited availability with one of the leading local providers Headquarter.
- Instant negotiated the best available rates and flexible terms on behalf of the client, allowing Luma to focus on their core work.
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs.
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