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 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 […]

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 […]

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 […]