Ticoon for Consumers
Total Household View
A single portal to capture and manage all of your investments, insurance, banking and other products & investment information and documents – just for you!
Personal Financial Organizer
One secure online location to manage all of your personal financial data and documents - your personal online safety deposit box.
Self-serve Financial Portal
A single portal where you can engage your advisor for support and advice, but also shop for the best deals on self-serve products and services.
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.
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.
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.
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.
Email has become one of the most prominent ways for advisors to communicate with their clients in the digital age. Although it may seem like a quick and convenient way to correspond with clients, email is not as secure and private as many advisors assume. Ticoon's Secure Messaging tools address the need for convenient and private communication with clients.
As technology emerges as essential to being competitive in the 21st century, financial services businesses need a new way of thinking about their technology platforms – one that addresses growing regulatory compliance challenges while freeing up organizational resources and energy to focus on servicing clients and growing the business.
Users of the Ticoon platform can now get comprehensive product support and guidance online to help them drive the results they want in their business.
Your clients have dynamic lives and ever-changing needs. In a competitive industry, it’s critical to demonstrate that you’re capable of keeping up with all aspects of your clients’ lives, and their evolving financial circumstances.
As a financial advisor or insurance agent, managing your book of business and keeping in touch with your clients can be extremely time consuming. While there are many choices for contact management software in the marketplace, few are customized to the specific needs of financial professionals. TicoonSales provides you and your team with a single, easy to use solution to manage all your clients’ information for all business and financial product lines.
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.