Wealth Management Solutions

Saturday, 21 December 2013 00:00

Social Networking for Financial Institutions

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webBroker iN-Touch™ is a Marketware concept introduced in 2011 that offers a way to meet customers and prospects where they spend their time; on their mobile devices, (desktop or the web). iN-Touch advances the vision of “anytime, anywhere” financial services.

SocialNetworking-02Key Features:
• webBroker iN-Touch will allow financial institutions to provide a uniform customer experience across all channels – web, and mobile.
• webBroker iN-Touch can provide secure communication between advisors to customers or firm to customers.
• webbroker iN-Touch can provide access to balance and transaction information, real-time market data and the ability for chatting, forums and webcasting. Or, can simply be implemented as a marketing tool. The possibilities may be endless.
• webBroker iN-Touch is fully customizable for each Financial Institution and can provide multi lingual support to meet localization requirements of a global organization.
• webBroker iN-Touch can be seen as an effective communication tool and strategy for a ubiquitous, scalable, application for advisors, customers and financial institutions.


Contact us to discuss our concept and how we can work together to customize a solution that meets your business needs using an application framework that is forward-thinking and takes into consideration the consumer online experience. As new technologies such as widgets, personalized homepages, and social networks take off, Financial Institutions need new ways to communicate with customers. This dynamic concept surely opens new doors!

Jose Pierre

José Pierre, founder and CEO of Marketware International Inc., leads a firm that provides strategic consulting to both top-tier multinational financial institutions and their vendors as well as turnkey solutions for global trading and portfolio management.


José Pierre founded Marketware International in 1995, based on a vision of developing technology platforms for secure, cost effective, high volume online trading and portfolio management. By 1997, TD Waterhouse, Royal Bank of Canada, CIBC and other top-tier North American firms were clients. In 1999, TD Waterhouse acquired Marketware and Mr. Pierre, as SVP for International Technology for the TD Waterhouse Group, directed the development and delivery of high volume, local securities trading platforms throughout Europe and Asia.

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