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.

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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
Asset Allocation
Artificial Intelligence (AI)
Application Programming Interface (API)
Actuary
ACORD Insurance

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
Digitization
Digitalization
Digital Transformation
Data Strategy
Data Security
Data Modernization
Data Migration
Data Analytics

E

Electronic Signatures & Applications (eSignatures & eApps)

F

Fund Fact Sheets
Financial Needs Analysis (FNA)

G

Greenfield Modernization

H

Hyper Personalization

I

Investment Analysis
Internet of Things (IoT)
Insurance Managing General Agent (MGA)
Insurance Illustration and Quoting
Insurance Distribution Model
Insurance Carrier
IFRS 17

J

K

Know Your Product (KYP)
Know Your Client (KYC)

L

Life insurance agency management system (AMS)
Life Insurance

M

Machine Learning (ML)

N

Natural Language Understanding (NLU)
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)
Robo Advisor
Risk Management
Request for Information/Request for Proposal (RFI/RFP)
Regulatory Compliance

S

Speed to Market

T

Third Party Administrator (TPA)

U

Upselling/Cross-selling
Underwriting

V

W

X

Y

Z