Leverage Your Data To Drive Sales
Engage Your Clients Online
TicoonSales enables you to interact with your clients online to share information & documents in a secure environment. Simply invite your clients to MyTicoon and they will automatically be linked to you and your team. Publish information, documents and commentary to individuals or groups of clients.
Know your Client
In addition to all investment, insurance, banking and outside holdings Ticoon provides a solution to bring together all communications, notes and documents as well as your clients goals. Ticoon will provide you with a solution to make sure you "Know Your Client".
Create a Single View
Ticoon brings together client data from multiple investment and life insurance companies to create a single view of your client. Ticoon's tools enable you to use the data to identify sales opportunities and execute marketing and sales programs.
There is a wave of disruption taking place in the financial services marketplace. Are you prepared to respond to these changes and take advantage of new opportunities they present?
Ticoon is designed to support financial advisors to take full advantage of the opportunities created by large disrupters like google and Facebook.