TechRules Case Study

Important Spanish financial institution "industrialises" the process of investment management and advice through TechRules

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Tower is the TechRules leading software solution for wealth management. It is the answer to obtain a complete lifecycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to...

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by TechRules
| 18/10/2019 15:01:38

A financial institution duplicated its profit in a period of three years. Now standing at more than 1,400 million euros and improving its efficiency radio ups to 40%

Settled as one of the first four financial institutions in Spain, with approximately 4,760 offices and strengthened by the presence of mobile offices that facilitate service to locations with no branches, the entity is a leader in client service.

Thanks to the strategy followed and to the implementation of the solution developed by TechRules, the financial institution duplicated its profit in a period of three years, now standing more than 1,400 million euros and improving its efficiency ratio up from 40%. At the end of 2006, the entity could count more than 470,000 clients of the service (this figure was 360,000 in 2003), a business volume of more than 40,000 million euros. 

Given the success of the project, the institution has set some much more ambitious targets for the period between 2007 and 2021. To achieve them, they again placed their trust in Techrules. The new plan again revolves around the principal axis, the client, with the aim of making available to them the entire technological capacity to facilitate the relationship with the entity and guarantee the excellence of the service. 

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About TechRules
TechRules is a leading consultancy and wealth management software provider for financial entities, focused on the digital transformation in financial services. For more than 20 years TechRules has developed cutting-edge modular and scalable solutions for the whole financial sector: retail and personal banking, private wealth managers, fund managers, IFAs and family offices. TechRules’s flagship solution is Tower: a global comprehensive platform built up with APIs to respond to any final customer demand and to any management process.

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