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 here 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 […]

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.

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 […]

We are proud to announce that we have won this prestigious award that recognizes our team as the  creators of the best CRM system for the wealth management industry.   This is the eighth edition of this kind of programme that honours the industry figures and firms that have demonstrated an excellent performance in this […]

We are glad to announce that our director Jaime Bolívar has been one of the 18 leading speakers in this unique event in Europe, in which the digital transformation is going to be the main character. Digital transformation has emerged as one of the most topical subjects in the banking sector and that is something […]

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 […]

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 […]

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 […]

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 […]