PD
Pablo De Francisco Ruiz
Customer Success Director at Techrules
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Work Experience
Customer Success Director
Apr 2024 - Present · 8 months
Global Iot Crm&Bi Director
Jan 2021 - Apr 2024 · 3 years and 3 months
Global Crm&Digital Manager
Apr 2015 - Jan 2021 · 5 years and 9 months
Company Details
51-200 Employees
TechRules (www.techrules.com) leading the digital revolution in Wealth and Asset Management. TechRules provides WealthTech expertise for business automation at financial entities. Our modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory requirements. Títle: Solutions for Wealth and Asset Management TechRules is a leading consultancy and Wealth Management Software provider to financial entities. We develop modular, scalable and APIfied technology to meet customers' specific requirements. We provide WealthTech expertise for business automation to financial entities, based on AI and in accordance with regulatory requirements. Tower: Comprehensive Wealth Management Platform for Advisors and Financial Planners Robo Advisor: White-Label Discretionary Management Portal DIY Investors: White-Label Self Directed Investor Software Model Portfolio Services: Advanced Risk-Rated Model Portfolios Fund Solutions: Fund Marketing and Reporting Solutions Get a complete API solution for a particular task or an entire workflow! Complete high-standard API Financial Management Marketplace that comes from over 20 years' experience in digital WealthTech. TechRuesl Awarded: Best client reporting 2020 !!
Year Founded
1999
Social Media
LinkedinTwitter
Industry
Financial Services, Rationalisation, mergers, Financial Consultants, Banking, Finance & Insurance, Management services, Services to businesses, Business Services
HQ Location
Calle Virgilio, 2 Pozuelo de Alarcón, Comunidad de Madrid 28223, ES
Keywords
Investment ProposalsDiscretionary ManagementReportingRisk AnalyticsInvestment ToolsBusiness IntelligenceCRMFinancial PlanningModel PortfoliosFunds Reporting
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