TechRules webinar: leveraging  data for stunning onboarding and customer experience with hybrid advice systems

In this video our managing director Jaime Bolívar explains how important it is to give accurate and qualified data to clients so they can make the best investment decisions and how TechRules has been managing this data for more than 20 years and how integrations give us the data that is analysed with powerful AI tools.

Data is in the fuel of wealth management and ads value making the business more competitive. Wealth management data is a significant challenge, taking into account calculations, building analytical information for portfolios and assets, dashboards, KPIs, regulation and compliance rules. At TechRules we have had a very heavy team since we started in the year 2000, we have more than 3hundred thousand instruments in our data bases coming from different vendors we collaborate with . Cleaning data before using data spies is our job.  You may have powerful analytical tools but if data is not accurate, then it is useless.  Good data leads to good decision making. If you communicate your clients the wrong data it’s a huge mistake.

At TechRules we are integrating a lot of data from different sources and talking about integrations we integrate custodians, management systems ACCOUNT ONBOARDING, ACCOUNT AGGREGATION, new communication channels like whatsapp or video conference that give us the data that we have to store and analyse. We have a platform, T-Advisor where we analyse market sentiment about stocks and funds, also IA for analysing portfolios. All this generates a lot of data,  so having a data management approach is a must.