TechRules webinar: leveraging  data for stunning onboarding and customer experience with hybrid advice systems

In this video our managing director Jaime Bolívar explains how important it is to give accurate and qualified data to clients so they can make the best investment decisions and how TechRules has been managing this data for more than 20 years and how integrations give us the data that is analysed with powerful AI tools.

 

Data is in the fuel of wealth management and ads value making the business more competitive. Wealth management data is a significant challenge, taking into account calculations, building analytical information for portfolios and assets, dashboards, KPIs, regulation and compliance rules. At TechRules we have had a very heavy team since we started in the year 2000, we have more than 3hundred thousand instruments in our data bases coming from different vendors we collaborate with . Cleaning data before using data spies is our job.  You may have powerful analytical tools but if data is not accurate, then it is useless.  Good data leads to good decision making. If you communicate your clients the wrong data it’s a huge mistake.

 

At TechRules we are integrating a lot of data from different sources and talking about integrations we integrate custodians, management systems ACCOUNT ONBOARDING, ACCOUNT AGGREGATION, new communication channels like whatsapp or video conference that give us the data that we have to store and analyse. We have a platform, T-Advisor where we analyse market sentiment about stocks and funds, also IA for analysing portfolios. All this generates a lot of data,  so having a data management approach is a must.

Would you like to know
more about APIs?

Download our whitepaper to learn more

Download PDF

TechRules, a solid partner for financial entities’ digital transformation

TechRules has more than 20 years of experience helping financial entities worldwide with their digitalization and providing them with the most innovative solutions in the market so that they can offer their clients investment platforms with the highest quality.   Digital transformation is challenging for most financial institutions nowadays and, sometimes, they find obstacles along […]

TechRules takes part in the Rankia Funds Experience Valencia 2022

TechRules attended the 5th edition of the Rankia Funds Experience organized in Valencia showcasing our innovative Wealth Management solutions   This event gathers important national and international asset management professionals every year and TechRules didn’t want to miss it. In this case, Javier Carrallo, Senior Business Development at TechRules, introduced some of our most useful […]

Welcome to the hybrid advisory service era!

If before the pandemic, private banking was heading towards digitalization of transactional operations, after Covid-19 we can safely say that digital tools have increased exponentially. A few years ago, financial entities started strongly developing a hybrid consulting methodology for investments, where customers can get digital recommendations thanks to Robo-Advisors with advanced algorithms without losing personalized […]