Ticoon is a comprehensive software solution that helps individuals across the financial services value chain drive new business and boost revenues.
The platform is the only financial services application that lets users—product manufacturers, broker-dealers and advisors—enjoy powerful, flexible, secure data integration that allows them to offer and benefit from total financial management capabilities. This in turn can help them significantly improve operations, grow their businesses and better serve their clients.

Ticoon users enjoy a distinct competitive edge, since they're able to mine business intelligence more effectively, make smarter decisions more quickly and market their services more professionally. These same advantages also mean Ticoon customers are able to attract the very best talent, whether those customers are members of well-established institutions or financial advisors who want to work with other independent professionals to broaden the range of services they offer to their clients.

Customers choose Ticoon because it lets them:

• Manage clients and their businesses in a single application.

• Examine and present information from a variety of perspectives. For example, managers at a financial institution might be granted a comprehensive, top-down view of all users and their associated data, while advisors working as part of a virtual client support team might be given partial, permissions-based views that give them access only to selected data and tools.

• Access data from a variety of disparate sources and then cleanse, federate and store that information in a central, secure data mart.

• View and consolidate reporting of all on- and off-book information by integrating data across multiple businesses and product lines, including investments, banking products and services, and life and health insurance from Canada's major carriers.

• Make better decisions using integrated financial research and other third-party content.

• Search and segment data, and summarize and report on business activities using criteria like product or client type.

• Use sophisticated business intelligence tools to access and analyze key metrics that can help them dramatically improve their operations.

• Build and solidify client relationships thanks to financially integrated CRM tools.

• Automatically align client goals and needs with all products they create or are authorized to offer.

• Easily track relationships between clients and their spouses, dependents and other third parties with an interest in those clients' financial well-being.

• Import data from existing desktop customer relationship applications into Ticoon's own CRM tools.

• Build customized sale and service teams to support clients and automatically refer clients to members of those teams. At the same time, ensure that they, as "relationship owners," retain control of access to tools and information to protect client privacy and their own business goals.

• Securely manage and distribute documents to improve communications with clients, colleagues and superiors, maintain easy-to-follow audit trails, and ensure compliance with current and future regulations.

• Automate sales processes to identify new opportunities

• Create and manage sales campaigns that attract new business and increase wallet-share of existing business.

• View data like calendar entries and tasks from Microsoft Outlook and other corporate e-mail platforms thanks to seamless integration with the most widely used e-mail and scheduling system servers.

• Use Ticoon even if they're independent advisors or branches associated with firms that don't currently use our platform.

• Enjoy more predictable costs, free up their IT staff and focus on their core competencies by purchasing our software as a service, so that all hosting, updates and support are handled by Ticoon's own team of solution professionals.

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