Financial Product Manufacturers
A single solution that supports the distribution of data & documents to multiple dealers, advisors and consumers.
Financial product manufacturers including Life Insurance Carriers, Banks, Asset Managers and other financial service providers leverage the Ticoon solution to reach dozens of dealers, thousands of advisors and hundred of thousands, potentially millions of consumers.
Data Consolidation & Management
Distribute financial and insurance information to distributors and consumers of your solutions. Find out more…
Document Distribution
Distribute statements, trade confirmations, insurance policies, prospectuses and other documents using this low cost e-channel. Find out more…
Workflow Automation & Business Process Integration
Integrate your business process into the Ticoon data repository and various user desktop solutions making it easy for your distributors to sell your products or services. Integrate your business process (account open, new business applications) directly with Ticoon saving time and duplicate data entry for advisors and other product distributors. 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 & Form Templates
IA single location to distribute your most recent forms, applications and marketing material providing easy access for distributors, financial advisors and dealers. Find out more…
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