Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Aurigo Primus Plan is an innovative solution that leverages artificial intelligence for capital planning and portfolio optimization, specifically designed to assist facility owners and operators in streamlining project intake processes, assessing and ranking investment prospects, predicting budgets and cash flows, and enhancing multi-year capital programs through AI-driven scenario modeling and what-if analyses, ensuring that strategic choices are informed by data rather than relying on manual spreadsheets. Additionally, it offers centralized dashboards, automated workflows, and real-time insights into portfolio health, facilitating the evaluation of financial impacts, balancing funding sources, monitoring risks, and ensuring that capital plans align with organizational objectives. By efficiently capturing and organizing project charters alongside funding alternatives, it supports thorough budgeting, forecasting, and ROI assessments, allowing stakeholders to compare various scenarios to optimize returns and minimize capital waste, ultimately fostering a more strategic approach to investment decisions. This comprehensive tool not only enhances decision-making but also contributes to a more sustainable and efficient allocation of resources.
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
API Access
Has API
Integrations
Skilling
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Aurigo
Founded
2003
Country
United States
Website
www.aurigo.com/primus-plan/
Vendor Details
Company Name
Mastercard Data & Services
Founded
1966
Country
United States
Website
www.mastercardservices.com/en/solutions/advanced-investment-management
Product Features
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring