Solution introduction
Client-focused. Technology driven.
Consolidate your investment and life insurance data from multiple fund companies and life insurance carriers to create a consolidated view of your clients and households. Ticoon provides you with the tools to identify new sales opportunities and engage your clients to grow your business
- Increase sales with targeted marketing programs and multiple communication methods.
- 360 degree view of your client including all investment, life insurance and banking products.
- Engage your clients online through an integrated consumer portal called TicoonTouch.
- Position you as your clients primary source of financial information.
- Keep up with compliance. Communicate in a secure manner and to ensure that you are making informed recommendations.
- Key performance indicators and statistics to Know Your Client and Know Your Business.
- New revenue from self-serve product offerings and cross-selling.
- Low cost, quick to market, outsourced & secure!
- Target your customers with video and sell your brand with TicoonConnect
