TechRules: Consultancy and Wealth Management Software

We talked to Jaime Bolívar of TechRules about its solutions for wealth and asset management and he had the following to say about it. 

First of all, how are you and your family doing in these COVID-19 times? 

Jaime Bolívar: We are very lucky to have the company in the situation we had before the pandemic. Everyone was able to work from home and stay safe. This was my case, as well. 

Tell us about you, your career, how you founded TechRules.

Jaime Bolívar: I am an engineer, and I started this company with my brothers more than 20 years ago. We started creating algorithms that are the bases of what is TechRules today. We are very proud of the company we founded. 

How does TechRules innovate? 

Jaime Bolívar: We are constantly checking the industry, what are our customers needing, the new tendencies, new products, and advances, and we discuss it within the team to be the most competitive company in the market and be able to put in place whatever any financial entity would need in the wealth management area.

How the coronavirus pandemic affects your business, and how are you coping?

Jaime Bolívar: At the beginning, it was a bit hard because we had to move all the employees from the office to teleworking, but we were ready, so the transition was better than expected. The IT department performed incredibly well, and within a few days, we had everyone connected from their homes. We managed to keep the same level of productivity (or even more) we had before the pandemic. No incidents with our customers’ platforms in place either, so better than expected in general.

Did you have to make difficult choices, and what are the lessons learned?

Jaime Bolívar: Our goal is to maintain all the TechRules family complete and together for the upcoming years, serving our customers with the best service possible in place, as we always did. In this sense, we have a senior team that is focused already in 2021 to keep going ahead of the market and settle all strategies. 

How do you deal with stress and anxiety?

Jaime Bolívar: I do a lot of sport. There is nothing better than a nice run in the park with my dog when I feel stressed. Stress is something that I don’t suffer quite a lot. I love my job, and after so many years, you face problems with more perspective. 

Who are your competitors? And how do you plan to stay in the game?

Jaime Bolívar: We have a lot of competitors in the market, and they are growing every day. In TechRules, we will continue doing what we do, which basically is working together as a team, generating great solutions for our customers, and partnering with key institutions and people to work with and learn from. Good delivery is our main goal. 

Innovation is also something we have always invested in. It is our main guarantee of success.

Your final thoughts?

Jaime Bolívar: This year definitely has changed the way we live and work but staying on top of the wave is the key to moving forward and keep growing. We learned and supported employees and customers to do their best, and this is our key learning. Let’s keep the focus on our vision!

Your website?

www.techrules.com