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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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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 […]

TechRules at the Global WealthTech Summit

TechRules, at the Global WealthTech Summit in London, explained at a glance their main features and how to face the most demanding needs of the new digital ecosystem.     The financial industry is facing several challenges: Regulation, Digitalization, fee pressure, passive vs. active investment and the new generation.   Get more information about these […]

TechRules new headquarters

We continue growing.   We are pleased to announce we have moved our Madrid headquarters. With a constantly growing team, we needed a new, larger, higher-capacity space to continue developing innovations in the financial sector.       Our focus has always been on constant growth   With more than 20 years of experience, and […]

TechRules and Mediafin launch a new edition of their gamification solution ‘Rallye Boursier’ with a focus in social sharing.

A key component for digital transformation journey in the financial industry: Omnipresence and interactive experience   TechRules alongside with Mediafin has launched a new edition of their financial game ‘Rallye Boursier’. This gamification initiative, that looks to help investors with different experience levels, whether is a new investor, a student or a financial expert, to […]

TechRules launches an online on-boarding global solution for financial entities and fund managers

TechRules, the leading software company for wealth management, has developed a global solution that allows the full on-boarding process and online acquisition of portfolios for clients of financial entities and advisory companies This digital on-boarding can be carried out through digital signature, as other procedures like “know your customer” (KYC) and “Anti-Money Laundering” (AML). TechRules […]