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Pre-Sales Lead in TechRules | PMP® Project Management Professional | Product Owner | Digital Transformation | Fintech
In the financial world of 2024, wealth management professionals are preparing for a year of challenges and opportunities. With economic uncertainty and fluctuating markets, it’s essential for financial advisors to stay alert to new trends that could significantly change wealth management. These are the main trends currently influencing our industry.
On July 9th, the TechRules-Univeris team had an off-site meeting at the Eurostars Hotel in Pozuelo de Alarcón, Madrid Throughout the day and through the challenges we organized, we were able to witness creativity, joy, collaboration, but above all, camaraderie. The highlight of the day was the creation of a 3 x 1.5 meter mural from 10 blank canvases. We organized ourselves into groups to create each of the 10 parts that make up the mural, constructing an image that symbolizes our company, TechRules-Univeris: a modern enterprise with sustainable foundations, a bright future, and a commitment to delivering the best platform and service to our clients.
At TechRules, we are excited to share our latest article about the transformative phenomenon of Advisory 3.0. We believe that the next generation of financial advisors will stand out by embodying two essential qualities: - Hyper-Personalized Service: Tomorrow's advisors will deliver tailored services to every client, not just the top 10% most profitable ones. - High Efficiency: Utilizing cutting-edge tools, these advisors will fully embrace the digitalization of all business processes within their firms. Learn more about how these characteristics will redefine the financial advisory landscape and set new standards for success. 👉 Read the full article below and visit our website www.techrules.com #FinancialAdvisory #Advisory3 #TechRules #DigitalTransformation #ClientService #Efficiency #Innovation
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🌟 Introducing Tower: The Essential Tool for Financial Advisory Networks! 🌟 Are you looking to streamline investment management for your network of advisors? Meet Tower, designed to optimize portfolios and provide all the tools advisors need for effective day-to-day management. 📈 Track & analyze investments 📊 Efficiently manage clients and portfolios 🔍 Identify opportunities & risks Interested? 👉 Book your demo today and discover smarter investing: https://lnkd.in/gBq52QW #AdvisorNetwork #PortfolioManagement #InvestmentTool #Tower #PrivateBanking
🌟 Delighted to share our latest thoughts on portfolio data aggregation and its challenges and opportunities. Check out our new article to see how Techrules can help entities adapt to the new environment. 🔗 Read our full analysis here and visit our website www.techrules.com We greatly value your insights and feedback! We’re keen to spark enriching discussions and hear what you think. #PortfolioDataAggregation #Finance #Techrules #Innovation
Happy to share our latest article exploring the implications of MIFID III and how Techrules can provide assistance. Your feedback is very important to us—we're keen to spark engaging discussions! Visit our website www.techrules.com and drop us a message. #MiFIDIII #RIS #FinancialAdvisory #TechRules #Innovation #compliance
Excited to share our latest article diving into TechRules' initiatives in using AI within the Wealth Tech sector! Discover how our advancements are reshaping wealth management practices, from personalized client experiences to data-driven investment strategies. We're eager to hear your feedback and engage in insightful discussions! Visit our website www.techrules.com and leave us a message. #AI #FinancialAdvisory #ArtificialIntelligence #Techrules #Innovation
