Jaime Bolívar: designing an engaging experience with technology

In this video, the Managing Director of TechRules, Jaime Bolívar talks about how to build technology for wealth management clients and how is the fintech market growing right now.

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TechRules, a solid partner for financial entities’ digital transformation

TechRules has more than 20 years of experience helping financial entities worldwide with their digitalization and providing them with the most innovative solutions in the market so that they can offer their clients investment platforms with the highest quality.   Digital transformation is challenging for most financial institutions nowadays and, sometimes, they find obstacles along […]

TechRules takes part in the Rankia Funds Experience Valencia 2022

TechRules attended the 5th edition of the Rankia Funds Experience organized in Valencia showcasing our innovative Wealth Management solutions   This event gathers important national and international asset management professionals every year and TechRules didn’t want to miss it. In this case, Javier Carrallo, Senior Business Development at TechRules, introduced some of our most useful […]

Welcome to the hybrid advisory service era!

If before the pandemic, private banking was heading towards digitalization of transactional operations, after Covid-19 we can safely say that digital tools have increased exponentially. A few years ago, financial entities started strongly developing a hybrid consulting methodology for investments, where customers can get digital recommendations thanks to Robo-Advisors with advanced algorithms without losing personalized […]