About TelosTouch
TelosTouch is an AI-powered GrowthTech platform based in Toronto, Ontario, that focuses on enhancing client engagement and personalization for financial and business services providers. Founded in 2017, the company operates as an Enterprise SaaS solutions provider and is recognized as the first Augmented Relationships™ platform, bridging the gap between financial services providers and their clients.
The platform offers a quick-to-launch technology solution that helps financial institutions discover client needs and improve engagement. Key features include real-time client insights, enhanced interaction capabilities, scalable outreach for campaigns, and CRM transformation. TelosTouch's platform can be utilized as a standalone solution or integrated as a CRM app, providing advisors with tools to engage clients remotely and deliver personalized advice.
Targeting financial institutions such as wealth advisors and asset managers, TelosTouch aims to help these professionals capture growth opportunities and enhance client satisfaction. The company has achieved notable milestones, including participation in the 2020 MassChallenge FinTech accelerator and securing strategic partnerships with Salesforce and Microsoft.