We believe technology is just a tool that can only work when it mirrors the unique culture, process, and people of a company. Our platform enables marketing, sales, and service teams to reach their optimal performance capabilities with ease. It stands alone in its agility, scale, scope, craftsmanship and aesthetic characteristics. It is unexpectedly delightful to use as a productivity application and centralized operating hub for the firm.
We have an extensive and unique history helping professional and financial services organizations achieve digital transformations. Our technology has been developed with integration in mind, which is focused on enabling firms to effectively connect strategy, with tools, and execution unlike any other technology in the marketplace. To stay competitive, firms will need more agile platforms that can support complex and fast paced client relationships, Trutelic, Inc is here with that solution today!
Our platform solves for multiple key challenges that organizations face. First our Integrated Operating platform solves the challenge of efficiency as it relates to the hidden costs of knowledge management, teamwork, and workflow execution. Second, Our Recommended Day Interface solves productivity challenge by enabling an end to end planning and execution interface. Lastly, our Athena Business Cloud solves the challenge of being able to manage business performance in real-time vs. reactive. All of this enables a viable digital business capability.
Working with an independent broker dealer through a digital tranfromation we were able to help them achieve an 80% improvement in support and supervision process times, expand digital marketig capbility with a reduction of technology expenses by over 40% and with other improvements achieve over 400%, 3 year ROI.
Jayven Rappa, CEO Colin Lake, President
Jayven Rappa, Colin Lake, Julie Ann Dantuono, Chris Elmore
JHS Capital Advisors, Raymond James, Oppenheimer, Liberty Mutual Insurance, Safeco Insurance, NBC Securities, New World Asset Partners, The Murli Group