At Trutelic, Inc. we have experience delivering complex solutions that span organizational and technical boundaries.  Below are a few examples of strategic innovation we have delivered for valued clients.

Client Stories

Challenge:  Advisor team unable to achieve efficiency and consistency in delivery of a uniform client experience

Challenge: Weary of low adoption rates after high expense of time and money to offer new tools

Challenge: Create a single interface to drive knowledge management and connect approved partners and vendors with advisors

Challenge: Create an agile interface to drive internal collaboration across teams and departments

Challenge: Reduce the wasted time and expense associated with development and licensing of social media resources for advisors

Challenge: Develop a fully integrated contact management interface that manages marketing, sales and a co-created client service...