Vision & Strategy
A Single Data Platform
Data is the single most critical and most complicated component required to fuel a successful wealth management solution. Ticoon has spent more than a decade creating processes and refining techniques to consolidate and reconcile data from multiple systems and third party services. Today, Ticoon boasts a very impressive data repository that consolidates securities, mutual fund, life insurance, living benefits and banking data from dozens of sources.
Ticoon’s off-book or un-official data capabilities support both electronic data feeds as well as manual entry. Data access is very granular ensuring that each user only has access to the information they are regulated or have permission to see. Branding, disclaimers, reports and all users interfaces are compliant with multiple regulators, multiple compliance departments as well as government, legal and privacy authorities. All data access is tracked for audit purposes.
In addition to working with new data providers for existing product lines Ticoon is expanding its capabilities into additional business and product lines including general insurance, real estate and employee benefits.
A Single Platform with Multiple, Configurable User Desktops
Managing desktops, tools, business processes and feature sets for different types of users across the organization is expensive and difficult. Ticoon’s solution supports all types of users from senior management to administrative staff – all from a single, configurable platform.
A Single Document Distribution Platform
The convenience and costs savings derived from electronic document distribution has tremendous potential. User adoption has traditionally been poor and firms have struggled to create convenient solutions that meet adoption expectations. Ticoon is not a document management system, however, Ticoon interfaces with multiple document management systems and provides a single electronic document access point for financial advisors and consumers. This methodology is consistent with Ticoon’s consolidated view of the consumer and a natural extension to Ticoon’s strategy to provide a single access point for users.
Ticoon’s goal is to become the single solution that consolidates documents from multiple financial product manufacturers and institutions and provides the consumer with an on-line solution to access all financial related documents (i.e. statements, trade confirmations, insurance policies, bank statements, prospectuses, legal documents and more.)
A Single Technology Hub
Ticoon supports integration with best-of-breed third party applications, business processes and workflows. Ticoon’s focus on data management and its core competencies cannot possibly extend to all areas of a financial services firm and most firms have great systems and processes in place today.
Ticoon’s strategy is to support integration with multiple third party systems and business processes. Ticoon is the single data hub that will feed most third party systems and processes ensuring consistency of information throughout the organization.
A Single Customer Service Portal
Ticoon’s consumer portal empowers consumers with access to information from multiple product lines, multiple financial institutions and multiple advisors. Ticoon’s consumer portal can stand-alone or may be integrated with existing portal applications. Ticoon’s goal is to create a single on-line repository for consumers that consolidates all investment, insurance and banking information and documents for all of their financial relationships.
A Risk Management Solution
Compliance, suitability, transparency and support for best practices are a reality. Ticoon’s solution serves this market effectively by leveraging a holistic view of the consumer and their entire household assisting advisors to make informed decisions. By utilizing data and information across multiple institutions, business and product lines Ticoon is able to provide a more accurate and complete analysis thus improving suitability and alignment with the consumers goals and obligations.
Business Intelligence
Intelligent and targeted marketing at precisely the right time increases success rates dramatically. Ticoon applies business intelligence across many areas of the business including sales & marketing, compliance and financial analysis to ensure the absolute highest level of customer service and that the profitability of each relationship is maximized.
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