TechRules and user experience: the importance of technology and data analysis

Begoña Rubio, Global Business Development & Marketing Director of TechRules, has participated as an expert speaker in the digital meeting “Interconnected channels, agility and flexibility, keys to offering a fluid and personalized customer experience ” organized by Dir & Ge.

 

A very relevant presentation in these times of constant change in which digital transformation is key to understanding and anticipating customer needs. The combination of the human factor with the new technologies in the new hybrid models is decisive when it comes to getting to know the client, knowing where they are in the customer journey, and what we must do to make their experience increasingly unique and enriching.

 


In the world of Robo Advisors and wealth management software, it is important to combine human talent with digital tools that increase empathy with the user, and thanks to these processes it is possible to lower costs and improve operational efficiency. TechRules solutions focus on providing value to each client wherever they need it, even in different segments, creating a unique communication channel and user experience.

Rubio has remarked that “data analysis is key to understanding which channel is the most appropriate for each client and that we must adapt our communications, optimizing the experience and adding value”.

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

Pongamos a trabajar los datos, nuestro mejor aliado en gestión patrimonial

Hoy en día las entidades financieras, cada vez más globalizadas, se enfrentan a todo tipo de retos y, es entonces cuando los inmensos volúmenes de datos que gestionan cobran un protagonismo crucial ya que sólo cuando transforman esa información en conocimiento consiguen aliviar el complicado panorama en el que se encuentran.   Algunos de los […]

Tower Demo. Comprehensive solution for Wealth Management

Tower is a 360º digital platform for advisory services, discretionary management and execution, as well as an end customer portal.   Among its most important features we can highlight its robust portfolio manager, alerts and monitors, customisable investment proposals as well as portfolio reports, financial planning, administration module and model portfolios, in order to have […]

WEALTH MANAGEMENT TRENDS IN 2023

The Wealth Management sector has rapidly evolved in recent years and has become digitised to a considerable extent, creating certain trends that we must bear in mind in 2023.   1. Digital solutions focused on the end client Wealth management platforms are increasingly client-focused to facilitate their access with simple user interfaces designed for their […]