TelosTouch

Our CEO Jad Chehlawi and Head of Financial Services Richard Legault, CPA, CFA are back from Dubai after attending GITEX GLOBAL Largest Tech & Startup Show in the World. Our team is excited to collaborate with innovative clients to personalize services at scale and transform the client experience. Special thanks to the Invest Ontario team and Eyad Qudsi. for hosting Canadian innovators. The discussion with the selected companies was fruitful and inspiring. This CNN article captures how “AI and robots take center stage” at GITEX and why this is exciting: “there hasn’t been a shift capable of moving worldwide GDP like this in a very, very long time – think industrial revolution. And that gives everybody an opportunity to take (market) share from their competitors, build new markets and grow.” https://lnkd.in/dZaTKE8j TelosTouch leverages AI to digitize your best relationship management processes, and scale them to everyone within your organization and to every client. Our intuitive technology consistently drives the right conversation at the right time to grow relationship-based services faster. Ready to unlock more value for clients and your business? Let’s connect.  https://lnkd.in/dHprngDt #AI #personalizeatscale #relationshipbased #financialservices #growthtech #innovation #clientexperience

Until recently, defining TelosTouch's category was a challenge for us as existing labels didn't fully capture what we do. (engagement, experience, advice enablement) We have been enabling leading Financial Institutions to systemize and multiply what their top performers do to treat every client like their top ones. Our solution has been amplifying engagement and visibility on changing needs, to drive growth. Our industry coined what we are, as GrowthTech. From this recent Fidelity Investments White Paper: “GrowthTech is a set of tools that help automate workflows across a variety of functions to help optimize productivity and drive revenue. These technology solutions help uncover prospects, automate personalized marketing campaigns, enable real-time engagement, and offer insights on client behavior to strengthen long-term relationships.” Grateful to the Financial Institutions who saw us as pioneers in GrowthTech before GrowthTech was even a defined category. Stay tuned for exciting updates ahead! #TelosTouch #GrowthTech #FinancialInstitutions #Engagement #Productivity #RevenueGrowth

Looking to increase your revenue by 25% over the next five years? Where to start? According to this Accenture research, it's all about focusing your technology initiatives to go beyond productivity gains in order to uncover and deliver more value to clients. The GenAI revolution creates a pivotal shift that transforms how we understand and meet client needs. #serviceinnovation #genai #growth #datadriven #continuousdiscovery

Looking to increase your revenue by 25% over the next five years? Where to start? According to this Accenture research, it's all about focusing your technology initiatives to go beyond productivity gains in order to uncover and deliver more value to clients. The GenAI revolution creates a pivotal shift that transforms how we understand and meet client needs. #serviceinnovation #genai #growth #datadriven #continuousdiscovery

Based on BNY Mellon's recent report, a significant majority of companies (56%) are gearing up to enhance their AI capabilities, while 51% are focusing on predictive analytics in the coming three years to fuel their growth. Asset Managers have identified key barriers in adopting scalable technologies, notably: 1- Capturing real-time, fresh data 2- Managing the complexity of unstructured data The potential for growth facilitated by innovative technologies like GenAI is undoubtable and it starts by prioritizing a robust data management strategy to achieve tangible business objectives. #datastrategy #genai #assetmanagement #businesstransformation #innovation #growthstrategy

According to this Boston Consulting Group (BCG) article, implementing GenAI will reinvent processes while assisting customers and employees. One interesting case study delivered: • 12% increase in net revenue retention • 50% improvement in productivity • 40% reduction in outbound calls TelosTouch is the context engine for continuous discovery, service innovation and GenAI models. Get in touch with us to learn how we elevate client relationships and uncover more business opportunities. https://lnkd.in/eQ2bWQiy #genai #serviceinnovation #personalization #continuousdiscovery #practicemanagement

What are the consequences of not seeing advisor and client needs?  And how can this be solved? Get in touch with Richard Legault, CPA, CFA, Elizabeth Chak, MBA or myself  to learn how TelosTouch is the context engine for continuous discovery, service innovation and GenAI models. telostouch.com/lets-meet #serviceinnovation #continuousdiscovery #practicemanagement #personalization #genAI #clientexperience

How can you create a 15% to 20% increase in insurance revenue? According to this article from Bain & Company, this is possible by applying GenAI to insurance distribution through hyper-personalization at scale and data-driven decisions. But how can you implement GenAI without the right context to guide recommendations? Discover how TelosTouch’s service innovation process creates the context window you need on advisors and clients. Get in touch with us to learn more: https://lnkd.in/eQ2bWQiy #genai #serviceinnovation #insurance #personalization #continuousdiscovery #practicemanagement

Did you ever wonder how much time advisors spend every day to prepare and conduct client meetings?  This BlackRock article has the answer (and 3 great tips to optimize client interactions): 32% of advisors' time is invested in client meetings and prep work (followed by administrative tasks and investment management). So, how to make the best of it? 1- Build the meeting agenda together 2- Focus on what clients care about 3- Customize all client communications TelosTouch is the continuous discovery platform that uncovers changing needs to personalize client interactions and drive business opportunities. Get in touch with us: telostouch.com/lets-meet #personalization #serviceinnovation #clientunderstanding #growth

Any GenAI application requires the right context to guide recommendations.   Discover how TelosTouch’s service innovation process creates a context window on advisors’ best practices and clients’ changing needs.   Feel free to reach out today to myself, Richard Legault, CPA, CFA, Elizabeth Chak, MBA, or set up a call with our team here https://lnkd.in/gvSNYrVY #genAI #serviceinnovation #continuousdiscovery #holisticadvice #practicemanagement #personalization