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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

IBM Apptio integrates financial and operational information into a cohesive model based on a widely accepted categorization of costs. By employing advanced allocation rules in conjunction with targeted metrics and key performance indicators (KPIs), we empower businesses to address critical inquiries concerning their investments and streamline their budgeting and forecasting procedures. This capability allows organizations to communicate investment rationales and deviations from plans more efficiently to stakeholders and executive leadership, ultimately leading to the identification of opportunities for optimizing cost structures, mitigating risks, and fostering growth. Furthermore, adopting a structured perspective on IT expenditures, both actual and projected, grounded in an established framework facilitates swifter ad hoc analyses and enhances budgeting cycles. By minimizing overall IT spending through the reduction of waste, elimination of redundancies, and alignment of investments with strategic goals, businesses can significantly cut down on the time allocated to forecasting. This approach not only increases the frequency of updates but also frees up resources, enabling a focus on higher-value initiatives that drive long-term success.

Description

Advanced Investment Management (AIM) addresses vital inquiries by swiftly generating forecasts for every acquisition, engagement, and retention initiative while seamlessly updating models as fresh data emerges. This enables AIM to promptly discern the most effective actions to engage customers. Additionally, AIM maintains a centralized dashboard that monitors all historical and ongoing campaigns, providing insights into the best characteristics for upcoming programs, which encompass annual fees, sign-up bonuses, rewards offers, and credit limit enhancements. By equipping the business with the ability to accurately forecast essential profit and loss metrics for each initiative, AIM supports banks in refining their budget allocations across marketing endeavors. Furthermore, AIM consistently refreshes its forecasts and models to ensure precise predictions of customer lifetime value. The NextAction optimization engine of AIM integrates these forecast projections to advise on campaign investments that maximize long-term value while adhering to specific budget parameters, ultimately driving more strategic decision-making. In doing so, AIM enhances the overall effectiveness of marketing strategies in a highly competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Accenture Cloud Retail Execution Yes 
Atlassian Clover Yes 
Coupa Yes 
DXC Cloud Yes 
Datadog Yes 
Decimal Yes 
Dell EMC Avamar Yes 
Flexera One Yes 
Google Cloud Platform Yes 
IBM Cloudability Yes 
Infosys BPM Yes 
Microsoft Azure Yes 
OpenOps Yes 
Product Marketing Alliance Yes 
RequirementsHub Yes 
Tableau Yes 
Teamstack Yes 
TelStrat QM Yes 
Wipro Promax Yes 
ZoneBilling Yes 

Integrations

Accenture Cloud Retail Execution No 
Atlassian Clover No 
Coupa No 
DXC Cloud No 
Datadog No 
Decimal No 
Dell EMC Avamar No 
Flexera One No 
Google Cloud Platform No 
IBM Cloudability No 
Infosys BPM No 
Microsoft Azure No 
OpenOps No 
Product Marketing Alliance No 
RequirementsHub No 
Tableau No 
Teamstack No 
TelStrat QM No 
Wipro Promax No 
ZoneBilling No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

IBM

Founded

1911

Country

United States

Website

www.apptio.com/products/ibm-apptio/

Vendor Details

Company Name

Mastercard Data & Services

Founded

1966

Country

United States

Website

www.mastercardservices.com/en/solutions/advanced-investment-management

Product Features

Cloud Cost Management

Cost Reduction Optimization No 
Dashboard No 
Data Import/Export No 
Data Storage No 
Data Visualization No 
Resource Usage Reporting No 
Roles / Permissions No 
Spend and Cost Reporting No 

SaaS Management

License Management Yes 
Onboarding No 
Renewal Management No 
SaaS Operations Management No 
Shadow IT Detection No 
Spend Management Yes 
Subscription Management No 
Usage Tracking / Analytics Yes 
Vendor Management Yes 

Spend Management

Approval Workflow No 
Budgeting / Forecasting No 
Expense Tracking No 
Multi-Currency No 
Prepaid Cards No 
Procurement Management No 
Receipt Management No 
Spend Analysis No 
Spend Control No 
Supplier Management No 

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Alternatives

Alternatives