TechRules and user experience: the importance of technology and data analysis

Begoña Rubio, Global Business Development & Marketing Director of TechRules, has participated as an expert speaker in the digital meeting “Interconnected channels, agility and flexibility, keys to offering a fluid and personalized customer experience ” organized by Dir & Ge.

A very relevant presentation in these times of constant change in which digital transformation is key to understanding and anticipating customer needs. The combination of the human factor with the new technologies in the new hybrid models is decisive when it comes to getting to know the client, knowing where they are in the customer journey, and what we must do to make their experience increasingly unique and enriching.

In the world of Robo Advisors and wealth management software, it is important to combine human talent with digital tools that increase empathy with the user, and thanks to these processes it is possible to lower costs and improve operational efficiency. TechRules solutions focus on providing value to each client wherever they need it, even in different segments, creating a unique communication channel and user experience.

Rubio has remarked that “data analysis is key to understanding which channel is the most appropriate for each client and that we must adapt our communications, optimizing the experience and adding value”.