TechRules (www.techrules.com), one of the foremost WealthTech company was last night crowned ‘Best client reporting’ at the 7th WealthBriefing Swiss Awards. The glittering awards dinner was held at the Hotel President Wilson, Geneva.
As one of many firms to be shortlisted in the Best Client Reporting category, the triumph is yet another milestone in the Company’s drive to be recognized as one of the pre-eminent players in the competitive Wealth Management space.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.
Commenting on the firm’s triumph, Jaime Bolivar, Managing Director, TechRules said: “We are delighted to have been voted the winner of this prestigious award by so many of the industry’s great and good. It is a great honour to be recognised in these awards, and testament to the hard work that the team have put. Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as a Best client reporting in the Wealth Management space”.
ClearView Financial Media CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.
See original article: https://www.techrules.com/techrules-crowned-best-client-reporting-wealthbriefing-swiss-awards-2020/
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.
#wealthtech #digitalizationofwealth #financialadvisors #advisorclientengagement #clientengagement
