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Data Consolidation & Management

Accurate and complete data is critical to maximize the effectiveness, efficiency and potential of a wealth management solution. Ticoon has more than 15 years of experience working with financial institutions and insurance companies to create a single data repository for all client information.

Ticoon specializes in consolidating data and information from multiple in-house and third party investment, insurance and banking systems.

Data Access

Ticoon consolidates data and information for each contact and enables linking, house-holding, merging and relationship management.

Data access is granted based on role and permission. Regulatory and license requirements are respected along with privacy and compliance laws & rules.

Leverage Ticoon’s experience with dozens of successful financial & insurance data integration projects to it’s credit. Ticoon specializes in consolidating data and information from multiple in-house and third party investment, insurance and banking systems. Our patent pending user access model ensures all regulatory, privacy and user license issues are addressed.

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Ticoon Technology Inc

Contact Ticoon:

• 56 The Esplanade Ste. 404
• Toronto, ON, M5E 1A7
• Phone: +1 (416) 513-9524
• Email: infoticooncom

Frequently Asked Questions:

1. Our firm views technology as a competitive advantage – why?
2. Explain benefits of outsourcing to Ticoon rather than building in-house
3. Should advisors be concerned that their dealer has access to information about clients, after all the client relationships belong to the advisor?
4. Why do we need a wealth management or front office solution – our users have access to a great back office and have the flexibility to choose their own desktop tools?
5. Can I leverage my back office to create a data marketplace for all data and information?
6. What is the role of the back office?
7. Can we leverage our own corporate database?
8. How does Ticoon compare to traditional CRM solutions?
9. Why would a financial institution outsource such a critical component of the business?
10. Ticoon talks a lot about the ongoing Challenges with distribution – explain.