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 has been selected to be in the WealthTech100 list for 2021

This annual list features 100 international companies that are transforming the global investment market and banking industries   Fintech Global is the specialist research firm that searches the market for the best wealthtech companies that have the most innovative solutions on investment software that have been taking into consideration the digital transformation challenges and opportunities […]

Would you like to know more about TechRules?

Being a leading company in financial solutions and having been on the scene for more than 20 years in Europe and Latin America in a highly competitive market are some of the characteristics that define TechRules. But behind our robust APIs and advanced technological solutions there is a team and a company made up of […]

Jaime Bolívar: Being The Best You Can Be – Despite Adversity

Best digital solutions. “Our goal is to keep working on sustainable ROI for our customers and lead generation, so that they can enrich the relationship with their clients with customer centric solutions, engaging and reinforcing the relationship between them”. TechRules for The Weatlh Mosaic.   There have been many new challenges this past year. For […]

TechRules and ESG: simplifying a complex issue

Integrating the new regulation into state of the art solutions for financial institutions ESG is the new regulation that stands for Environmental, Social and Governance and at TechRules we are already working on adapting our company to this new law that measures the commitments to ecological sustainability, our community and our corporate governance. This is […]