TechRules launches in Tower a new business generation module totally integrated

Tower, leading wealth management platform for advisors and financial entities, has developed a new module for campaign generation and business development, a new feature that allows advisers to reach many more clients in an easier and personalized way.

 

This new module has two principal functionalities: it can be used by an entity manager to create customer acquisition campaigns for several advisors or by an individual advisor who wants to create its own campaigns for his clients.

In the manual proposal generation, the advisor can send a pdf with the proposal directly to his client, being this feature something unique in this system of campaign generation inside Tower. 

 

Thanks to the use of Artificial Intelligence this wealth management software is able to generate prospects and new leads. The algorithm works with the profiles that the advisor has created, generating similar profiles that take into consideration factors like age, profile and heritage of each client.

 

 

Customer experience and follow-up

 

This new option integrated inside Tower makes this solution even more competitive. With the same Tower´s CRM historic, it has been included a customer follow up system. In this way the advisor is able to develop customizable proposals and to have a unique communication with his clients.

 

 

Customer campaign selection 

 

When a campaign is created the adviser can select and add clients with an automatic selection of clients based on clustering algorithms using Artificial Intelligence or making a manual selection of clients using specific criteria.

 

Powerful and efficient

 

Thanks to the versatility and easiness of this new Tower campaign module, an advisor is able to have complete control above all the goals and objectives to reach on each campaign, being this results superior to the initial numbers.

 

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 […]