Wealth Management 'As-A-Service'
For more than 15 years Ticoon has worked with leading Canadian financial institutions to deliver holistic wealth management solutions. Ticoon’s new ‘software-as-a-service’ platform delivers wealth management to assist Financial Product Manufacturers, Credit Unions, Brokers, Dealers and MGA’s, Advisors and Administrators and End Consumers.
Data Consolidation & Management
Leverage Ticoon’s experience with dozens of successful financial & insurance data integration projects to it’s credit. Ticoon specializes in consolidating data and information from multiple in-house and third party investment, insurance and banking systems. Ticoon’s patent pending user access model ensures all regulatory, privacy and user license issues are addressed.
Advisor Desktop
Empower advisors with total client automation, creating more time for client interactions. Help advisors identify & execute on sales & service opportunities, help to maximize the potential of each client relationship while delivering the absolute highest level of customer satisfaction.
Investor Portal
Empower consumers with knowledge and information while reducing servicing costs. Support multiple consumer behavior, from full-service to self-service consumer segments with a single solution.
Sales & Marketing Solutions
Identify client needs and target the right customer precisely when they are most receptive. Create custom sales & marketing solutions leveraging Ticoon’s infrastructure, data repository and configurable workflow capabilities.
Business Intelligence Reporting
Current, accurate and complete data empowers financial institutions and advisors with critical information to support marketing , service and strategic decision making.
Workflow Automation & Business Process Integration
Reduce compliance risk, reduce error rates, improve processing times and create lower cost sales & service models by automating sales and new business processes.
The Ticoon Solution offers even more Product Components
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