TechRules´ Webinar: 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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Jaime Bolívar´s interview: how to keep in business during Covid-19

Our managing director, Jaime Bolívar, has been interviewed and in this ocasion we can see him in a more personal conversation in where he talks about his start in the industry, the challenges and dificult choices he had to take and how the company is coping with this World Wide pandemic.   The online magazine […]

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 […]

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TechRules in the new covid era: helping companies achieve their goals

While adapting its own team to the new challenges imposed by the pandemic, TechRules has been key in the improvement of innovative digital tools that have been helping companies like santalucía to interact with their clients in the most effective way.   The Media and IT director of  santalucía Asset Management,  Damián Fraire, has talked […]

Get ahead of the market with our new market sentiment tool

Market sentiment is usually a blurred expression, because it appeals subjective appreciations about investors and markets and non-defined explanations about their actions. Everything that is weird is linked to “market sentiment”. However, market sentiment exists and it can be analysed in a useful way for investment strategies. Artificial Intelligence and computing tools, as Natural Language […]

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 […]