Bringing institutions, advisors and clients closer together to build valuable relationships.
The new reality post-COVID19 has already shown the limitations of current engagement models.
It’s time for people to truly work together.
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Solution
What we do
TelosTouch is the first remote engagement and execution platform to serve all professional relationships when it matters most. We augment relationships with data that institutions don’t have but need to increase client loyalty and opportunities.
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Features
Discover our product
TouchPoints
Engage beyond emails, meetings, and static client portals.
Timeline
Communicate added value of advice and plan future actions.
Actionable Dashboards
Convert user engagement data to groups with similar needs.
How it Works
Making it easy for institutions, advisors and clients
Institutions
Easily build event or campaign driven TouchPoints
Advisors
Personalize transparent, compliant, & timely interventions
Intelligence
Increased client opportunities and loyalty
Clients
Interact in real time to reveal context & behavior
Institutions
Easily build event or campaign driven TouchPoints
Advisors
Personalize transparent, compliant, & timely interventions
Intelligence
Increased client opportunities and loyalty
Clients
Interact in real time to reveal context & behavior
Use Case
How we helped with the COVID-19 crisis
Make efforts more transparent, learn about clients preferences and stress levels, then personalize communication and intervention.
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Go Live
Deployment Options
White-labelled standalone or add-on to your tech
1
Go live with minimal integration and offer your clients an immediate COVID19 response.
2
Measure the high impact of TelosTouch through practical and low friction use cases.
3
Integrate TelosTouch with existing client portal/mobile app and advisor desktop/CRM.
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