Wealth Management for Financial Services Firms

Ticoon enables traditional financial services firms to deliver comprehensive wealth management by empowering advisors and corporate users with a single view of their customer across multiple multiple business and product lines as well as third party systems.

Why Ticoon:

  • Know your client at every level of the organization
  • Automatically identify client sales & service opportunities
  • Attract 100% of each client’s wallet across all business & product lines (investments, life insurance & banking)
  • Leverage referral arrangements through a single platform
  • Understand your book of business and how it is changing
  • Create advisor efficiencies and reduce costs through automation, pre-filled forms & applications and
  • electronic document distribution
  • Create a single customer service platform that supports all market segments and drives new business

Features:

  • Single, consolidated data repository with all in-house and third party financial & insurance data
  • Branded desktops for in-house Investment Advisors, Financial Planners, Account Managers & others
  • Single, consolidated data, self-serve repository with a single view of the client across multiple investment, banking and life insurance systems
  • Branded desktops for all advisors & product distributors
  • Co-branded desktops for affiliate brokerage firms, fund dealers & MGAs
  • Consumer portal with consolidated reporting from all business & product lines, secure messaging with clients & electronic document distribution

Find out more about all the Components of the Ticoon Solution.

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