Umbrex has prepared this guide to terminology, acronyms, shorthand, and insider language to help a newcomer to the financial services industry get up to speed rapidly.
- Asset & wealth management Lingo
- Auto & equipment finance/leasing (captives non-OEM, independents) Lingo
- Capital markets & market infrastructure Lingo
- Commercial & SME banking Lingo
- Credit bureaus & identity/fraud services Lingo
- Custody, fund administration & transfer agency Lingo
- Family Offices Lingo
- Financial Data Services Lingo
- Fintech and Insurtech Lingo
- Hedge Funds Lingo
- Insurance — life & retirement Lingo
- Insurance — property & casualty Lingo
- Insurance brokers and MGAs Lingo
- Investment banking Lingo
- Mortgage finance & services Lingo
- Payments & networks Lingo
- Private credit Lingo
- Private equity & principal investors Lingo
- Reinsurance Lingo
- Retail & consumer banking Lingo
- Specialty consumer finance & non-bank lenders Lingo