Data as a holistic approach

Simplification, revenue, growth and update

 

The concept of big data has been around for years; most organisations now understand that if they capture all the data that streams into their business, they can apply analytics and get significant value from it. TechRules as a Fintech leader enables businesses to harness their data and to use it in identifying new opportunities, which leads to more efficient operations, higher profits and happier customers.

 

  • New technology used to process data
  • Increased product databases.
  • More flexible data updates
  • Efficient data management with fewer support requests
  • Proactividad en la gestión de incidencias.
  • A deeper level of data disaggregation.

 

Transparency provides a unique opportunity for wealth management.

 

A key component in the transformation of wealth management is to design a more transparent process. The management and processing of data are important parts of the process and enables wealth managers to build trust and to reduce costs.

 

TechRules and the use of emerging technologies.

 

Big Data together with a holistic approach enables data to flow across the entire business in an easier, more straightforward way. TechRules aims to allow organisations to better analyse their data in real-time so that they can provide a more cost-effective service.

Create and implement your own Robo-Advisor platform according to your needs, using simple and smart technology

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WEALTH MANAGEMENT TRENDS IN 2023

The Wealth Management sector has rapidly evolved in recent years and has become digitised to a considerable extent, creating certain trends that we must bear in mind in 2023.   1. Digital solutions focused on the end client Wealth management platforms are increasingly client-focused to facilitate their access with simple user interfaces designed for their […]

Householding: How do we add value to clients with virtual portfolio and aggregation?

What does “householding” mean? It’s a group of linked accounts, whether that is for family, generational or intergenerational reasons.   For instance, you can use family ties (my husband/wife, my children or my own accounts) to create a “Household” while investing, giving this group a more accurate representation of the client’s financial situation than individual […]

Happy Holidays from TechRules!

As 2022 winds down, we’ve been thinking about ways to show appreciation for our clients as well as opportunities to help our communities feeling the strain of this year’s epochal events. So, in the spirit of the holiday season, and in lieu of a traditional gift, we’ve decided to make a donation on behalf of […]