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The TicoonSales platform offers independent insurance advisors with powerful search and segmentation tools to help you easily access client information and organize that information to drive more sales opportunities and provide better client service.
As financial services regulations continue to evolve, there is a clear trend towards increased disclosure. Advisors and firms are required to provide their clients with more information than ever before, and the result is a growing number of documents crossing advisors’ desks everyday. Ticoon’s document distribution tool enables advisors to send documents to clients quickly and easily, within a secure, firewall-protected environment.
Email has become one of the most prominent ways for advisors to communicate with their clients in the digital age. Although it may seem like a quick and convenient way to correspond with clients, email is not as secure and private as many advisors assume. Ticoon's Secure Messaging tools address the need for convenient and private communication with clients.
Users of the Ticoon platform can now get comprehensive product support and guidance online to help them drive the results they want in their business.
Your clients have dynamic lives and ever-changing needs. In a competitive industry, it’s critical to demonstrate that you’re capable of keeping up with all aspects of your clients’ lives, and their evolving financial circumstances.
As a financial advisor or insurance agent, managing your book of business and keeping in touch with your clients can be extremely time consuming. While there are many choices for contact management software in the marketplace, few are customized to the specific needs of financial professionals. TicoonSales provides you and your team with a single, easy to use solution to manage all your clients’ information for all business and financial product lines.
Canada is well known around the world for its strong and highly regulated financial services industry. However, this reputation comes with numerous challenges and costs, as increasing regulatory oversight and compliance requirements have become more complex and multi-layered. As the industry struggles to meet the challenges of a rapidly changing regulatory and compliance environment, new technology tools and solutions are needed.
Through a data feed integration with FundSERV, advisors using the TicoonSales platform can now see all of their Segregated Fund (Seg Fund) investment accounts placed with any carrier.
Ticoon's secure document exchange is designed specifically for the financial services and insurance industries. It enables advisors to share confidential information with their clients through a set of secure, interconnected portals.
As the new year approaches, it’s a good time to look back and evaluate what blog posts and topics have resonated most with our readers. It’s also a convenient way to get caught up on the top posts, if you missed them.