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Presenter Profile:

How they describe themselves: TelosTouch is the first Guided Collaboration™ platform that reveals client needs in real-time to deliver personalized and tangible advice at scale. Our patent-pending technology unlocks a rich behavioral data set that drives client engagement, advisor capacity and business opportunities. This enables evidence-based advice and impact to create and protect wealth. Now, advisors can shift their value proposition beyond investment returns.

How they describe their product/innovation: TelosTouch shifts the advisor’s process from one-time surveys to real-time evidence-based discovery. Advisors are challenged by the disconnect between what clients say they will do and what they end up doing. TelosTouch captures offline behaviors and enables advisors to bridge this gap. As clients use our platform, our technology converts interactions into behavioral intelligence. Our patent-pending technology also learns from every TouchPoint™ that advisors build to convert implicit expert knowledge into codified system intelligence.

Product distribution strategy: Through financial institutions

Contacts

Bus. Dev.: Hassan Kenawi, VP Growth, hassan@telostouch.com, 416-477-7644 x 404
Press: Bev MacLean, Communications & Media, beverly.maclean@telostouch.com, 416-477-7644 x 401