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Technology to Empower Advisors, Agents & Their Clients

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Have total Client Insight

Ticoon makes it easy to create a consolidated view of your client and their household so that you can easily identify client needs and better ways to service them

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Build yOUR clIENT RELATIONSHIP

Meet your clients online to communicate with them using a secure online channel and be able to share documents in a protected environment.

Focus on YOUR advice delivery

Using our cloud-based platform leverage Ticoon’s data analytics and powerful features to focus on your clients and business.

Is your technology preparing you to meet the new compliance rules?
We do!

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One Powerful Platform With Four Interconnected Products

for investments, insurance and banking

Smart Sales System for financial advisors and insurance agents
 

Personal financial monitor for consumers

 

Product marketing system for product manufacturers

Distribution management system for fund dealers and insurance MGA's

Tools to Grow Your Business

7 Modules with Over 30 Features!

Search & Segmentation

  • Predictive Search

  • Basic Search (single factor)

  • Advanced Search (multi-factor)

  • List Actions

CRM

  • Contact Profile (summary & details)

  • Household Profile (summary & details)

  • Relationships

  • Activities, Appointments

  • Task Management

  • Messages

  • Documents

  • Goals (Service Centre)

  • MyTicoon Consumer Portal Invites

Communication

  • Secure Messaging

  • Email

  • Content Publishing

  • Document Publishing

My Business

  • Business Statistics & Facts

  • Profile

  • Licenses

  • Messages

  • Financial Profile

  • Business Network

  • Team

  • Data Subscriptions

  • Ticoon Store

List Management

  • Lists

  • List Secure Messaging

  • List Document Publishing

  • List Emailing

User Preferences

  • User defined home pages

  • User defined landing pages

Content Marketing

  • Publish content to a targeted audience

Ticoon Blog

Twitter