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Ticoon
April 11, 2013
Technology

Always-on Communication: 10 Reasons to bring your Client Relationships Online

Ticoon
April 11, 2013
Technology
Always-on Communication: 10 Reasons to bring your Client Relationships Online

Bringing your client relationships online means you can bring all the benefits of real-time, online communication to your clients financial matters.

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Newer Posts

Summary

Featured
Top 5 posts
December 14, 2015
Top 5 posts
December 14, 2015

As the new year approaches, it’s a good time to look back and evaluate what blog posts and topics have resonated most with our readers. It’s also a convenient way to get caught up on the top posts, if you missed them.

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December 14, 2015
Guide to Working with Financial Technology Vendors
December 2, 2015
Guide to Working with Financial Technology Vendors
December 2, 2015

It is increasingly important for leaders in financial services firms to be well versed in technology so they can make informed decisions about buying vs. building technology solutions, choosing the right partners and, most significantly, realizing a positive outcome or return in a timely manner. With this in mind, I have assembled some key insights to help guide you to make better technology decisions for your company. 

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December 2, 2015
Drive sales with powerful search and segmentation tools
October 28, 2015
Drive sales with powerful search and segmentation tools
October 28, 2015

The TicoonSales platform offers independent insurance advisors with powerful search and segmentation tools to help you easily access client information and organize that information to drive more sales opportunities and provide better client service. 

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October 28, 2015
Four future-proofing strategies for financial advisors
October 5, 2015
Four future-proofing strategies for financial advisors
October 5, 2015

The successful financial advisor of the future will be a whole new breed of professional – a team player that is integrally connected to their clients’ financial lives, leverages technology to work flexibly and has systems and processes in place to ensure their clients’ interests are always paramount.

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October 5, 2015
Disclosure is on the rise. Is your practice ready?
September 24, 2015
Disclosure is on the rise. Is your practice ready?
September 24, 2015

As financial services regulations continue to evolve, there is a clear trend towards increased disclosure. Advisors and firms are required to provide their clients with more information than ever before, and the result is a growing number of documents crossing advisors’ desks everyday. Ticoon’s document distribution tool enables advisors to send documents to clients quickly and easily, within a secure, firewall-protected environment.

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September 24, 2015

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