Train your financial team and make them as competitive as possible!

At TechRules we believe that financial entities sell their products better, quicker and in larger amounts when their commercial force knows and believes in its products.  For this reason and with the aim of obtaining the entities goals, TechRules has developed the Investment Game,  a game for financial institutions to train employees competitively, create team bonding and managed their portfolios more efficiently.

 The knowledge of your financial advisors will be your best ally.

TechRules Investment Game  allows users to learn more about funds, manage and daily monitoring of investment portfolio while facilitates an appropiate analysis of the products.  It will, certainly, help the advisors in the  investment decisions process with virtual portfolios.

The implementation of an efficient management system will be easier and more fluid if there is an adequate, complete and functional technological infraestructure.

How does it work?

1. Based on three different user roles (supervisor, captain and player) the teams will be formed to select and will select one portfolio each.
2. Participants regularly monitor the portfolio, modifying components and weights whenever they consider it’s appropiate.
3. The solution provides a continuous feedback data such as: return, volatility, etc. , this way the participant will be introduced directly  in the asset management world.
4. The winning team is the one with better risk-return at the end of the period.
5. It includes awards and compensations that encourage them to continue applying the acquired knowledge.

Why use it?

1. Improves competitiveness in order to assume important commercial challenges.
2. Enables participants to make better investment decisions.
3. Scalable platform, fully customizable and clearly in objectives and language that can be reused in the future for new editions of the game, new channels or other marketing actions.
4. Encourages more effective sales.
5. Instructs the participant, so they can manage a portfolio over a period of time, becoming familiar with the full range of the entity assets.
6. Encourages knowledge and full participation in an easy and user-friendly way.