TechRules at the 2nd edition of the Nordics Digital Transformation in Banking Summit

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 have been working on for many years in TechRules. We invite you to join Jaime´s speech in which he is going to talk about expanding digital services in wealth management by focusing on communicating effectively with customers, something key in the new post Covid era.

 

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

Householding: How do we add value to clients with virtual portfolio and aggregation?

What does “householding” mean? It’s a group of linked accounts, whether that is for family, generational or intergenerational reasons.   For instance, you can use family ties (my husband/wife, my children or my own accounts) to create a “Household” while investing, giving this group a more accurate representation of the client’s financial situation than individual […]

Happy Holidays from TechRules!

As 2022 winds down, we’ve been thinking about ways to show appreciation for our clients as well as opportunities to help our communities feeling the strain of this year’s epochal events. So, in the spirit of the holiday season, and in lieu of a traditional gift, we’ve decided to make a donation on behalf of […]