Canada’s Monarch Wealth has teamed up with Ticoon Technology to add additional functionality to its end-to-end digital platform and fully integrated adviser console.
Ticoon's system supports client data consolidation across investment and insurance channels to offer a unified view for the advisor's client and household.
The system allows advisors to use their data to identify sales and service opportunities as well as carry out marketing and sales programs in a compliant way, Monarch said.
Monarch Wealth vice president of operations and technology Yama Yaqeen said: "Our partnership with Ticoon enables us to offer advisors a streamlined front-office solution that spans multiple business and product lines.
“With data integration and a consolidated client view, advisors can drive business development through system generated sales leads and targeted email marketing campaigns."
The partnership will allow Ticoon's contact management, data warehousing, and planning and analysis tools to be integrated into Monarch's overarching technology platform. According to Monarch, the integration will “augment the platform's key benefits to advisors”.
Ticoon Technology president and CEO Rick Hyde said: "Our client segmentation, data analysis and marketing campaign tools support Monarch's sales efforts by empowering its advisors through better client knowledge."