Engagement Tools


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

5

Customer profiling from the commercial point of view

5

Instrument picking engine with diff erent levels of complexity for diff erent types of users

5

Portfolio simulation with various analysis metrics

5

Diagnostic Tools to represent and analyse the eff ectiveness of the asset allocation maintained with third parties

5

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

5

Peer analysis module for displaying substitute products for the one analysed

Database

5

Italian Mutual Funds

5

Authorised Foreign Funds

5

Unauthorised Foreign Funds

5

Open pension funds

5

Insurance funds

5

Hedge funds

5

Etf

5

Shares

5

Bonds

5

Indixes

5

Currencies

5

The historical series pertaining to the client can be integrated in the dataset.