HOW DOES IT WORK
App and Tools dedicated to the prospect.
It is an ecosystem of features that allows the bank to deliver services to the end customer within Internet banking, or to the prospect on the public site.
Main features covered
Customer profiling from the commercial point of view
Instrument picking engine with diff erent levels of complexity for diff erent types of users
Portfolio simulation with various analysis metrics
Diagnostic Tools to represent and analyse the eff ectiveness of the asset allocation maintained with third parties
Geolocalization engine which allows the customer to identify the nearest point of contact with the bank and allows the Bank to visualize customers band prospects on the map
Peer analysis module for displaying substitute products for the one analysed
Italian Mutual Funds
Authorised Foreign Funds
Unauthorised Foreign Funds
Open pension funds
The historical series pertaining to the client can be integrated in the dataset.