Product News

Coming Soon – Summer 2011

Ticoon’s Corporate Desktop 5.0 supports management reporting, sales pipeline reporting and provides access to business intelligence from across the enterprise

Financial institutions, insurance companies, credit unions, dealers and MGAs will have access to Ticoon’s new Corporate Desktop solution to better manage their distribution businesses, drive sales campaigns, understand their business metrics and deliver the absolute highest level of customer satisfaction.

  • Management reporting
  • Advanced search across the entire enterprise, all business & product lines, all investments, insurance and banking products, all advisors, clients, messages and documents.
  • Sales pipeline reporting
  • Document distribution to advisors or groups of advisors
  • Secure messaging
  • Broadcast messaging
  • Task & activity management

To learn more: contact us at infoatticoondotcom or request a demo.

April 2011

Ticoon Advisor Desktop 4.8 introduces a new Campaign Management module

Financial institutions, insurance companies, credit unions, dealers, MGAs, branches and advisors can leverage the Ticoon platform to run and manage sales campaigns.  Product based, needs based and service based campaigns complete with branded sales & marketing materials, pipeline management and multi-level campaign reporting support a multitude of sales and marketing programs.

  • Pre-defined campaign templates
  • Pre-defined search, target lists
  • Workflow to drive opportunities through the sales pipeline
  • Task & activity assignment (internal & 3rd party referral)
  • Management and sales pipeline reporting
  • Integrated forms and applications
  • Integration with third party sales and analysis tools (financial planning, insurance illustration, mortgage analysis, portfolio analysis tools)
  • Integration with new business systems (online applications forms, online account open, online trade execution)

To learn more: contact us at infoatticoondotcom or request a demo.

Ticoon’s Corporate Desktop 4.8 supports management reporting, sales pipeline reporting and provides access to business intelligence from across the enterprise

Financial institutions, insurance companies, credit unions, dealers and MGAs will have access to Ticoon’s new Corporate Desktop solution to better manage their distribution businesses, drive sales campaigns, understand their business metrics and deliver the absolute highest level of customer satisfaction.

  • Management reporting
  • Advanced search across the entire enterprise, all business & product lines, all investments, insurance and banking products, all advisors, clients, messages and documents.Sales pipeline reporting
  • Campaign creation and distribution
  • Document distribution to advisors or groups of advisors
  • Secure messaging
  • Broadcast messaging
  • Task & activity management

To learn more: contact us at infoatticoondotcom or request a demo.

January 2011

Ticoon recently launched it’s new Sales & Service Desktop. The desktop is designed to support firms, dealers, branches and advisors operating using a team approach

The sales & service desktop enables organizations to drive and manage sales & service initiatives & opportunities to both internal resources & 3rd party individuals or organizations to help deliver solutions for all of the clients needs.

  • Establish a business network to help serve all of the client’s needs
  • Assign referrals to preferred business partners
  • Track the referral and report on the status Workflow to manage clients through the sales process
  • Sales pipeline & management reporting
  • Sales managers can utilize reporting to coach advisors to improve service levels and closing ratios

To learn more: contact us at infoatticoondotcom or request a demo.

December 2010

Ticoon’s advisor desktop has been enhanced, again

Ticoon recently released version 4.7 of it’s advisor desktop, the 2nd major upgrade this fall. Ticoon’s cloud based platform enables it to launch enhancements and new features with zero disruption to its customers and users.  The latest release includes several notable enhancements.

  • Product Master
  • Product Matching
  • New Advanced Search
  • Task & Activity management enhancements
  • List management enhancements
  • Document distribution enhancements
  • Secure messaging enhancements

To learn more: contact us at infoatticoondotcom or request a demo.

November 2010

Ticoon’s Product Matching solution helps align investor needs and risk tolerance with appropriate investments

Ticoon’s product matching solution enables financial institutions, insurance companies, credit unions, dealers and MGAs to better manage their product shelf and to ensure they control the products and services their distributors are selling.

  • Ticoon’s product master enables financial institutions, insurance companies, credit unions, dealers, firms and advisors to create a product shelf aligned with registration and licensing
  • Product information, research and investor suitability criteria is tracked and maintained
  • Pre-determined portfolios, product lists and product universes are created for specific markets and audiences
  • Investors profile’s, risk tolerance and objectives are matched to appropriate investments and products saving time and effort while ensuring suitability

To learn more: contact us at infoatticoondotcom or request a demo.

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