The Ticoon Solution
Desktops &
Portals
Ticoon desktops and portals provide users with access to relevant data and tools to support their respective roles
Data
Consolidation
Ticoon migrates client data from multiple in-house & 3rd party legacy systems to the cloud
Business Process
Integration
Business process integration enables straight through processing across multiple business and product lines
Third Party
Integration
Integration with 3rd party applications empowers advisors with a best of breed, fully integrated wealth desktop
Business
Intelligence
Business Intelligence tools assist to identify sales & service opportunities
Product Components
E-Delivery
Distribute statements, insurance policies, financial plans and other documents electronically to advisors and consumers.
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Service Center
Identify and track all of your client’s goals and needs through the Ticoon Service Center. Find out more…
Search & Segmentation
Segment your advisors and your clients, apply appropriate service levels and drive sales & marketing campaigns to pre-qualified candidates.
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User Community
A support system for all users aimed at helping you make the most of Ticoon.
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Data Consolidation
Ticoon specializes in consolidating data and information from multiple in-house and third party investment, insurance and banking systems. Find out more…
Advisor Desktop
Empower your advisors with a single data and technology platform that spans all investment, insurance and banking business and product lines.
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Document & Form Templates
Pre-populate forms, new business applications, account opening processes and electronic applications with client data.
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Consumer Portal
Engage your customers with an interactive, device independent solution. Help them manage all of their investment, insurance and banking affairs from a single portal.
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Ticoon Store
Support your advisors with best-of-breed 3rd party solutions through the Ticoon Store where individual users have a selection of pre-integrated solutions to choose from. Find out more…
Sales & Marketing Solutions
Identify client needs and target the right customer precisely when they are most receptive. Create custom sales & marketing solutions leveraging Ticoon’s data repository. Find out more…
Business Intelligence Reporting
Current, accurate and complete data empowers financial institutions and advisors with critical information to support marketing, service and strategic decision making. Find out more…
Workflow Automation
Leverage Ticoon’s data repository to streamline all new business processing. Integrate your systems and processes into a single client and data management solution.
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Investment Policy Statement
A configurable Client Discovery, Investment Policy Statement and product matching solution will ensure your clients investments are properly aligned with their needs and appetite for risk. Find out more…
The Cloud
Absolutely no additional infrastructure is required to support the Ticoon solution – you can focus your financial resources in other areas of your business and leave the technical headaches to Ticoon. Find out more…