Thanks to this new module, financial advisors can develop a sales pipeline, allowing them to nurture targets until they are ready to invest and improve the entity´s ROI.
This new module has two main functionalities: it can be used by a managing director to create campaigns for several teams or an advisor can use it to create and manage his own campaigns.
Sales leads are generated using a proprietary algorithm with multiple possibilities: data clustering, IA or demographic criteria.
Click the image below to access and download the full case study.
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.