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.

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