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New normal for Wealth Managers: Engaging customers and communicating effectively

In this webinar, Managing Director of TechRules, Jaime Bolívar, Business Development & Marketing Director, Begoña Rubio and Sales Manager Javier Carrallo, discuss about digital wealth management solutions in the “new normal 2020”, the role of artificial intelligence in the emerging combinations of science and human based advisory models and how to cover regulation with technology easily. 

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Introducing TechRules, by the Wealth Mosaic

The Wealth Mosaic, one of the most powerful resources of information and knowledge for the global wealth management industry, has published its new Wealth Tech Views Report, focused on how companies use technology to engage with clients, and in this opportunity TechRules has had the honour to be featured among the most influent teams of […]

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 […]

Digitalisation, the required way to confront the crisis in the financial industry

The situation originated in the coronavirus pandemic is new for the current generation, who had never confronted a similar landscape before, fortunately.   The quick dissemination of this illness has forced the governments in all affected countries to impose quarantines to stop the virus expansion its effects on people’s health.   The consequences of these […]

WealthBriefing Swiss Awards 2020 Winners Interview TechRules

A look into TechRules’ strengths and vision for the industry in 2020     At the past WealthBriefing Swiss Awards 2020, Jaime Bolivar, TechRules Managing Director, shared some of the key components for TechRules’s success for the last 20 years and stated that their customer-centric approach and listening to their clients has always been a […]

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WealthTech Views: Looking into 2020 with TechRules

With Jaime Bolivar, General Manager, TechRules   2020 sees an increase in demand for real-time information about positions for clients in all wealth segments, according to Jaime Bolivar, General Manager at TechRules. The challenge is to be able to harness data and to be able to present it in real-time and in an easily consumable […]

A new step forward: TechRules adds tokenisation

Is it a blockchain? Is it a bitcoin? No, it is… token!   earn this word if you work in finance because it is the new trend to value assets and trade with them. Originally, it was a unit that you could buy in order to receive a service or a good. For instance, tokens […]