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.

 

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Tower, leading wealth management platform for advisors and financial entities, has developed a new module for campaign generation and business development, a new feature that allows advisers to reach many more clients in an easier and personalized way.   This new module has two principal functionalities: it can be used by an entity manager to […]