TechRules crowned “Best CRM System” at the WealthBriefing Swiss Awards 2021

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 past 2020. Despite the external factors that have made a huge impact on almost every company in the world, our team has managed to keep innovating and improving all our solutions, offering the best service to its clients. 

 

Our CRM System has been highlighted in this award thanks to its renewed features. Thanks to this system,  wealth managers can get a 360 view of the customer’s personal, financial and wealth information and prioritise all commercial activities to put forward proposals. This is definitively something that allows advisers to proactively anticipate customer needs. Client monitoring, touch points to measure all the commercial data and its integrations with a great amount of modules are some of the features that have made the judges decide to give TechRules this recognition. 

 

TechRules´CEO, Jaime Bolivar, is clearly proud of his team: “I am glad that we have accomplished most of our 2020 goals and we have been awarded for it. But it is essential to keep improving, to be aware of the innovations in this fast-change sector and work to get the best service to our clients”.

 

Features:

– Client dashboards containing a 360º view of all the financial data of a customer

– Touchpoints to measure all the commercial activity

– Client Alerts to record prioritised activities in the advisor’s calendar

– Schedule management based on prioritizing tasks, alerts, and touchpoints

– Individual management and advice for each customer and portfolio

– Scheduling the automatic delivery of information to customers 

– Client Monitoring to track and adjust all the client data

– Integrated with the Risk Profile Questionnaire module

– Integrated with the Proposal Investments and Financial Planning moduleIntegrated with the Portfolio Management 

– Integrated with the backend of a entity to generate onboarding related alerts and status updates from Tower CRM (alerts, calculations) to a bank’s CRM system

– Integrated with third party CRM system (Salesforce integration available)

– The Marketing campaigns module is already in the pipeline and will be available soon.

 

 

TechRules has a financial CRM that manages all customer related information within Tower, its wealth management integral solution. The aim is not to compete with more generalists but to integrate it via API to send and receive information. This module is API ready. 

 

More info? Contact us on marketing@techrules.com

 

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