Insuretech & Fintech Glossary

We've simplified the complex language of insurance and wealth technology. Dive in for clear definitions that'll help you navigate the world of finance with ease.

Jump to
A - B C - D E - F G - H I - J K - L M - N O - P Q - R S - T U - V W - X Y - Z

A

Asset Transfer
Artificial Intelligence (AI)
Application Programming Interface (API)
Actuary

B

Business Rules Engine (BRE)

C

Customer Engagement Platform
CRM for Financial Advisors
Commission Management
Cloud Solutions
Claims Management
Chatbots

D

Document Management (DM) & Generation
Digitalization
Digital Transformation
Data Strategy
Data Security
Data Migration
Data Analytics

E

Electronic Signatures & Applications (eSignatures & eApps)

F

Fund Fact Sheets
Financial Needs Analysis (FNA)

G

H

I

Investment Analysis
Insurance Managing General Agent (MGA)
Insurance Illustration and Quoting
IFRS 17

J

K

L

Life insurance agency management system (AMS)
Life Insurance

M

N

Natural Language Processing (NLP)

O

Oracle Insurance Policy Administration (OIPA)

P

Portfolio Optimization
Policy Administration System (PAS)
Pension Investment
Pension Fund Administration
Pension Dashboard ISP
Payment Gateways & HMRC Reporting

Q

R

Robotic Process Automation (RPA)
Regulatory Compliance

S

T

Third Party Administrator (TPA)

U

Underwriting

V

W

X

Y

Z