A look at the companies demoing live at FinovateFall on September 23 through 25, 2019 in New York City. Register today and save your spot.

The TelosTouch Guided Collaboration platform enables financial institutions to reveal client needs in real-time and deliver personalized and tangible advice at scale.

Features

• Real-time connectivity to increase client-advisor engagement
• Behavioral intelligence to segment and group clients with similar needs
• Scalable capabilities to multiply and showcase evidence-based advice and impact to create and protect wealth

Why it’s great
TelosTouch connects advisors with timely client insights to drive engagement, capacity, and business opportunities.

Presenters

Jad Chehlawi, Founder and CEO
A wealth management domain expert, Chehlawi built and exited a fast growth financial services firm. He is a Harvard Business School and McGill alum.
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Arsene Toumani, Co-Founder and CTO
Toumani built an enterprise collaboration platform and mentored and led agile teams. He has delivered highly scalable and secure SaaS applications and has created apps for Fortune 500 companies.
LinkedIn