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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5 Post Covid keys to the future of the financial sector

We are facing turbulent times with loads of economic and social changes thanks to the biggest pandemic in modern history. The global financial sector is rapidly moving, adapting itself to the new order. The use of new technologies to maintain and reinforce relationships with clients in a world where human contact is being reduced is […]

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 […]