Leveraging  data for stunning onboarding and customer experience with hybrid advice systems

In this video our managing director Jaime Bolívar explains how important it is to give accurate and qualified data to clients so they can make the best investment decisions and how TechRules has been managing this data for more than 20 years and how integrations give us the data that is analysed with powerful AI tools.

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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 Sinqia: the perfect complete solution for the Brazilian wealth management market

TechRules and  Sinqia S.A., provider of technology for the financial market, announce that they have signed a partnership contract to offer combined back and front solutions for the wealth management of financial entities and covering all the lifecycle of financial advice.   Sinqia´s Product Manager, Marcelo Duarte, says that getting into the Brazilian market is […]

Integration of Tower with Tableau´s interactive dashboards

In TechRules we have been working more than two decades on providing our customers the best information integrated with our state of the art wealth management software.   This is why we have chosen interactive Tabelau´s dashboards to integrate them with our Tower data, so we can introduce in a more effective and understandable way […]

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Blockchain: the financial market revolution

The main consequence of the huge impact of new technologies on the financial sector has been the desintermediation. Today we are  welcoming crypto assets, a new way of investment that comes together with the blockchain.    T-Advisor, a digital portfolio management software for independent advisors has become a community with access to the best tools […]

TechRules: working to be a “best practices” company

At TechRules we have been always looking for the wellbeing of our employees and trying to have a great work environment. But we also like to make a positive impact inside and outside the workplace and this is why we collaborate with some ONGs that just try to improve the quality of living of many […]