The Ticoon Solution

What is the Ticoon Solution:

  • Ticoon’s single wealth management platform serves multiple financial product manufacturers and distributors
  • Ticoon aggregates and consolidates data and information from multiple Data Sources
  • Ticoon integrates with multiple Financial Product Manufacturers
  • Ticoon provides complaint data access to Corporate Users, Advisor Users and Consumer Users across multiple financial services and insurance companies
  • Each type of user has a configurable desktop with tools to support their role and needs
  • Ticoon offers a variety of features that may be configured for each platform implementation Ticoon Solutions

Optimizing the Wealth Value Chain:

  • The Ticoon Solution creates a single data repository by consolidating data from multiple business and product lines
  • Ticoon reconciles data with each source system to ensure accuracy and completeness
  • All user access is controlled by a configurable security model
  • Common contacts across multiple business and product lines (including in-house and third party systems) are merged into single contacts and households to provide an aggregated view
  • Display of information is controlled by a configurable compliance process to ensure regulatory, license, compliance and privacy requirements are respected
  • Data & functional access controls are configurable to align data access and features sets with user roles
  • Users have access to various interfaces, workflow, business intelligence, marketing and reporting features depending on their role

The Ticoon Advantage:

  • Ticoon provides deep knowledge and insights into consumers, advisors and products to help drive profitable decisions and appropriate or suitable actions
  • Information from multiple business and product lines is converted to knowledge – for the dealer and advisor
  • Business intelligence and reporting tools provide valuable insights into the Ticoon knowledge bank
  • Decisions are driven from insights and knowledge and may be converted into actions using Ticoon workflow, systems integrations and business processes

Ticoon Solution Components:

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