Co-Creation Sprint: Designing Our Short-term Innovation Roadmap

Co-Creation Sprint: Designing Our Short-term Innovation Roadmap

Hassan Kenawi

One year after we launched with our initial cohort of users, we were invited back to the annual iA Securities Portfolio Managers Meeting to discuss some of our learnings in the WealthTech industry. The message from the user panel discussion was. Read More

TelosTouch Control Panel: Understand and Guide Client Behavior at Scale

With the TelosTouch Control Panel, now advisors can understand and guide their client behavior at scale. We built one interface… Read More

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