Contact Ticoon:
- 56 The Esplanade Ste. 404
- Toronto, ON, M5E 1A7
- Phone: +1 (416) 513-9524
- Email: info
ticoon
com
Frequently Asked Questions:
- Our firm views technology as a competitive advantage – why?
- Explain benefits of outsourcing to Ticoon rather than building in-house
- Should advisors be concerned that their dealer has access to information about clients, after all the client relationships belong to the advisor?
- Why do we need a wealth management or front office solution – our users have access to a great back office and have the flexibility to choose their own desktop tools?
- Can I leverage my back office to create a data marketplace for all data and information?
- What is the role of the back office?
- Can we leverage our own corporate database?
- How does Ticoon compare to traditional CRM solutions?
- Why would a financial institution outsource such a critical component of the business?
- Ticoon talks a lot about the ongoing Challenges with distribution – explain.