Disrupting Wealth Management Services with Analytics and AI

TechRules launches this webinar in which we talk about the new way of managing the Fintech digital world with new solutions based and centered on customers in the area of Wealth Management.

Managing Director of TechRules, Jaime Bolívar, Business Development & Marketing Director, Begoña Rubio and Sales Manager Javier Carrallo, also discuss the role of analytics in the customers personalized experience, and how artificial intelligence and the new combination of science and human based advisory models are emerging.

 

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

Meeting TechRules´ Support and Maintenance team

The best performance as financial software providers is only possible thanks to the teamwork and communication flow between all the areas in TechRules. The support and maintenance team covers all our clients internationally solving all requirements and needs from actual teams in Europe and Latin America.   The main goal of this team is to […]

TechRules joins Univeris, a global digital financial solutions provider

This new collaboration will provide Univeris clients with unmatched end-to-end technology platform capabilities.   A new cache of wealthtech solutions is coming your way   We are pleased and proud to announce that we have joined Univeris, a Canadian Based wealthtech firm, a leader in enterprise wealth management trusted by over 10.000 Canadian advisers.    […]

Want to talk about ESG?

As ESG regulation is getting more and more attention, we would love to talk with you about how we are adapting solutions and platforms in a constantly innovating market.   It is about companies getting committed with issues that are mattering to society. It is about adapting new models like discretionary portfolio management, advisory and […]