TechRules´ Webinar: latest communication technologies in Wealth Management, Onboarding and Robo-Advisor

In this video, the Managing Director of TechRules, Jaime Bolívar talks about latest communication technologies in Wealth Managment, Onboarding and Robo Advisor, and how newest technologies can help advisers to improve KPIs and promote products with automated financial planning.

 

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TechRules Attends Children’s Cancer Benefit Gala

On June 15, 2023, TechRules had the honour of participating in Clínica Universidad de Navarra’s  first-ever Children’s Charity Against Cancer Gala.   We were delighted to attend the event and contribute to childhood cancer research and support programs—causes that we hold near and dear to our hearts.   Congratulations to the Clínica Universidad de Navarra […]