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Ticoon

Welcome to Ticoon Technology Inc.

Ticoon Technology Inc. is a leader in enterprise front office for the financial services sector. The company's platform delivers total financial management capabilities to organizations and individuals at every point in the value chain. Using it, customers are able to boost business, grow revenues and gain an edge on their competitors.

Ticoon supports a variety of functions, including financially integrated CRM, business intelligence and analytics, sales force automation, sales process improvement and enterprise reporting. At the heart of the solution is a powerful data mart that lets users across the value chain consolidate, view and configure data from multiple, disparate sources in a single, secure, compliant platform.

Ticoon also lets users customize and personalize both workflows and interfaces to meet the needs of large enterprises, product manufacturers, broker-dealers and advisors—as well as the clients all these parties serve. It's this inherent flexibility and power that have made Ticoon the solution of choice for many of Canada's leading financial institutions, insurance companies and investment professionals.

Ticoon’s front office suite includes: 

  • Data aggregation across multiple business and products lines including banking information, mutual funds, securities, life insurance, property and casualty insurance, specialty products and others information into one consolidated, dynamic data mart.

  • Creation of one integrated advisor platform empowering the Primary Advisor along with their professional and administrative support staff  to provide the highest level of service.

  • Creation of a Single Client View supporting the demands of the Investor and Family Office.

  • A secure user network where investors, advisors along with their professional and administrative support staff can collaborate and share information and documents in a secure and compliant environment.
       
  • Complete audit of all user activity and communications creating a dream state for compliance.

  • Innovative Product Marketplace that enables financial institutions to modernize their distribution processes to meet the demands of today’s highly competitive environment. 

 


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