Credit Unions
A single wealth management solution that assists credit unions to service all of the consumer financial and insurance needs and provides a competitive advantage over the banks. .
Wealth Manager Desktop
The industries most advanced wealth manager desktop that consolidates investment, life insurance and banking data and information from multiple on-book and off-book solution providers to create a holistic view of each consumer household. Find out more…
Consumer Portal
A single consumer portal where members can connect with your advisors and other credit union staff to access and manage information and documents for all of their investments, insurance and banking solutions. Find out more…
Data Consolidation & Management
A single data repository that houses all of the investment, life insurance and banking information required to help each credit union, advisor and branch manager make informed decisions. Find out more…
Sales & Marketing Solutions
Create custom campaigns to promote your products & services. Targeted advertising to reach a defined market segment at just the right time. Find out more…
Document Distribution
Distribute statements, reports, forms and marketing materials through this low cost e-channel. Find out more…
Outsource and download technology costs
Absolutely no infrastructure required. No internal projects required, no technology resources required and no headaches. Ticoon’s wealth management platform is hosted in partnership with one of Canada’s leading data centers.
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