TechRules and the Intelligent Automation

Join us at the Intelligent Automation: Financial Services this 9th -10th July in London

Automate chat bots to support your customers investment decisions and inform them about risk

How chat bots can help you understand your customers and personalise offerings to them.

Join 60+ banking, insurance and financial services leaders as they discuss cutting edge automation topics, including; the shift from RPA to cognitive automation, nurturing unstructured data, the importance of bot IDs, real-time data opportunities, transforming the customer journey, back office machine learning capabilities and using intelligent automation to administer regulatory compliance. No other automation event caters to the financial sector better!

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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 […]

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 […]