Jaime Bolívar´s interview: modular solutions for advisers and final customers

The Duomo Initiative interviews our Managing Director, Jaime Bolívar, who talks about how TechRules has provided knowledge and technology for more than 20 years in financial for all market segments, as private banking, retail banking and professional advisers. How the company has  enlarged its portfolio solutions with T-Advisor and the new robo-advisors for professionals and final customers. In this video Bolívar talks about  how can you use very helpful tools  to create your own portfolios and monitor the main ratios just in a click.

 

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TechRules and user experience: the importance of technology and data analysis

Begoña Rubio, Global Business Development & Marketing Director of TechRules, has participated as an expert speaker in the digital meeting “Interconnected channels, agility and flexibility, keys to offering a fluid and personalized customer experience ” organized by Dir & Ge.   A very relevant presentation in these times of constant change in which digital transformation […]

TechRules and Mediafin: “Rallye Boursier” is coming back, the gamification solution to boost the financial market

TechRules together with Mediafin, the main Financial media in Benelux, are launching the 4th edition of ‘Rallye Boursier’, the interactive game that seeks to support and train all kinds of independent investors.   The Belgian Financial daily L’Echo and De Tijd collaborate in this fourth edition of the game in which both expert and novice […]