TelosTouch
Curated by SignalClient communication platform enhancing interactions for wealth managers.
Overview
TelosTouch is a fintech company that offers communication solutions tailored for wealth managers, aimed at improving interactions between advisors and their clients. The platform includes features such as secure messaging, video conferencing, and collaborative financial planning tools, which are intended to facilitate ongoing dialogue and transparency. It provides integrated client portals that allow users to access real-time portfolio performance and personalized insights. The company's commercial model emphasizes the transformation of one-way communications into actionable touchpoints that may create business opportunities and servicing actions. Targeting wealth management firms, the platform seeks to enhance client engagement and loyalty while adhering to high data security standards. Its features also support the visualization of client data and the sharing of best practices, positioning it as a tool for strengthening client-advisor relationships.
Key facts
- Founded
- 2017
- Headquarters
- Toronto, Canada
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
Contact
- Primary office
- Sign up to view
- Phone
- Sign up to view
