Business Video - Help us make it perfect! Job # 38682

Job Posting Details

Job # 38682 Business Video - Help us make it perfect!

Posted Date
Jul 6, 2011 @ 13:56
Respond By
Jul 11, 2011
Word Count
English (North American)
Age Range

Job Description

Hi there,

Thanks for reviewing our quote request. You can see the video here:

We have built a new product specific site, this video we hope explains what our software does and the benefits of using it. Voice is key!

Thanks for your time, script below and attached as well.


The Ticoon wealth management platform enables you to create a single consolidated view of your client and their household including data and information from official sources.
• In-force life insurance data and information that is pulled directly from life insurance carriers.
• Securities data that comes from your IIROC dealer back office system.
• Mutual fund data that comes from your mutual fund dealer back office system.
• And banking data that comes from various banks that you do business with.

In addition to consolidating data from official data sources Ticoon also consolidates data and information from 3rd party sources including real estate and private investments thus enabling you to have a complete picture of your client

This data can be manually entered if there is no electronic data feed available but Ticoon will automate the data consolidation process where-ever possible

The net result is a single data repository that brings together all client and household information

Ticoon’s wealth management platform leverages the single data repository for all of its

• Desktops
• Portals
• And to support all types of users

The Advisor desktop supports a variety of different types advisor users including:
• Investment advisors
• Insurance advisors
• Financial Planners
• As well as loans officers
• Tax planners
• And accountants

The Advisor desktop supports stand alone advisors as well as advisors who operate in a team environment where various advisors may have a restricted view of the client, limited only to the business that they conduct with that client

While allowing you to position yourself as the primary client manager – giving you access to all of the client information and data that you require to service and support your client

The advisor desktop can be configured for each type of advisor or user. There are a number of tools in the desktop that will assist you to maximize the potential of each client relationship and provide your clients with absolute highest level of service

Ticoon’s advisor desktop enables you to manage of client interactions from a single technology platform.

Advisor Desktop features include:
• Consolidated view of your clients and their household including all:
o Investments
o Life Insurance
o Banking
o Other assets & liabilities like real estate
• Business Network to support referral arrangements
• Research Portal (content published from HQ)
• Client Service Center including a client road map
• Sales & Marketing Programs made easy with Forms & Document Templates
• Document Distribution & Storage
• Contact Management including:
o Tasks
o Activities
o And Calendars
• Client Search & Segmentation
• Dynamic Questionnaire Engine
• Consolidated Reporting
• Product Selection
• Ticoon store where you can purchase 3rd party software solutions

In addition to the advisor desktop Ticoon offers a state-of-the-art investor portal for your clients which can be accessed through your website

Ticoon’s consumer portal can be branded for your business (show branded version ) and customized to deliver the content important to you

Consumer Portal supports your clients with:
• A consolidated view of all of their
o Investments
o Life Insurance
o Banking
o And other assets and liabilities

• Access to reports and documents that you provided to them
• The ability to upload and store their own documents and even share those documents with you
• The ability to send and receive secure messages with you and your team
• Access to content as determined by you including market data, research or other

The advisor desktop and consumer portal work together enabling you to communicate with your client through a secure channel

The platform allows you to share documents, forms and reports online with your client

Ticoon has been designed specifically for financial advisors – to support you to manage your clients effectively and maximize the value of every relationship and every interaction

The uniqueness of the platform is its ability to provide one set of tools that span across multiple business and product lines – making your life easier while making you more effective

To learn more about the solution request a demo, take a tour, contact us or ask a question. We would be happy to answer all of your questions.


Note from This job posting has been reviewed and approved by staff. recommends that you slate and name your audition file for this job posting to assist the client in selecting an appropriate candidate.

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