Mass-Customization-Advice-SP
mass-customisation-advice

Manage your Campaigns, Enhance your Portfolios

Set-up, launch and monitor your product campaign, aligning budgeting and target setting with strategic business objectives. What if analysis, automated portfolio rebalancing and simulation blended with human governance to deliver suitable investment proposals in accordance with customers’needs.

Business Capabilities

DIGITAL ADVISORY

Human governance blended with robo capabilities to mass-customize investment advice

SUITABILITY & RISK EVALUATION

SUITABILITY RULES ENGINE
Real-time checks comparing customers’ profile according to experience, knowledge of financial products, liquidity, time horizon, financial position

RISK ENGINE
Assess and clearly document the customers’ risk profile and rationale for their recommendation

Features

Target segment definition

Set-up product campaign

Product selection & portfolio optimization

Definition of constraints and strategies

Communication of suitable investment proposal to advisors and end-clients

Measuring campaign effectiveness

Key Benefits

Automatically deliver suitable investment proposals

Align budgeting and target setting with strategic business objectives

Ensure MiFID compliance

Improve efficiency and supporting advisory network to increase served customer base

Monitor achievement of expected results

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close