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

TechRules and Sinqia: the perfect complete solution for the Brazilian wealth management market

TechRules and  Sinqia S.A., provider of technology for the financial market, announce that they have signed a partnership contract to offer combined back and front solutions for the wealth management of financial entities and covering all the lifecycle of financial advice.   Sinqia´s Product Manager, Marcelo Duarte, says that getting into the Brazilian market is […]

Integration of Tower with Tableau´s interactive dashboards

In TechRules we have been working more than two decades on providing our customers the best information integrated with our state of the art wealth management software.   This is why we have chosen interactive Tabelau´s dashboards to integrate them with our Tower data, so we can introduce in a more effective and understandable way […]