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TelosTouch
Client experience platform for financial services
- 21-100 employees
- Fintech
- B2B
- Communication
- Customer service
- Financial Services
- SaaS
- Toronto, ON
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Company mission
To bring people closer together to better serve each other.
Our take
Founder Jad Chelawi, a former wealth management Executive Director, built TelosTouch to address his own professional pain points – the inability to fully understand client needs without constant and literal feedback. The company aims to take this burden off financial professionals, allowing them to instead focus on high-impact opportunities.
TelosTouch's client experience platform leverages data capturing to allow financial professionals to gain more insight into client needs, in turn enabling businesses to increase their quality of client engagement and customer service. By also taking on on market corrections and enhancing in-person interactions, TelosTouch appears to offer a fairly comprehensive service.
Though founded in 2017, the Canadian company took things reasonably slowly, not looking to scale rapidly without fine tuning its tech stack. However, after entering the MassChallenge Fintech accelerator in the US, it's secured partnerships with some leading financial services providers, and is looking to expand its footprint in South America and Asia, as well as in North America.
Freddie
Company Specialist at Welcome to the Jungle
Benefits
- A great creative office in the downtown Toronto core
- Like-minded people working on worthy goals
- Inclusive and respectful workplace
- Knowledge share and mentorship
- Employee benefits program, including health and dental insurance
- Competitive compensation package, including stock options
- Leading-edge hardware and software
- Team and skill-building activities
Company values
- Impact - To make a difference in people’s lives at TelosTouch & beyond
- Passion - To wake up everyday and do what you love
- Humility - To know our weaknesses and build on our strengths
- Openness - To learn and challenge each other respectfully
- Confidence - To know that we can solve any problem together
- Resilience - To face what tomorrow brings, always with a smile
Funding (1 round)
Sep 2019
$2m
EARLY VC
Total funding: $2m
This company has top investors
Leadership
Jad Chehlawi
(CEO)Prior to founding TelosTouch, worked as an Executive Director at HollisWealth, Scotia Capital Inc. Before this, they served for eight years as Branch Manager and Senior Investment Advisor at Manulife Securities.