Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Coneix enhances the efficiency of your engineering firm, architectural practice, or professional services organization, allowing you to manage operations seamlessly from any location. It consolidates client relationships, tracks business opportunities, and merges the organization's contact database into one platform. By improving team communication, optimizing resource allocation, and carefully planning and overseeing tasks, it also allows for time tracking, budget monitoring, and document management. You can view project margins with just a single click. Additionally, CONEIX integrates Tableau as a business intelligence tool, providing personalized dashboards for every role and ensuring that decisions are made based on real-time, reliable data. The system also facilitates budget preparation and monitoring, allowing for the swift generation and dispatch of sales invoices while also tracking purchase invoices. Furthermore, it integrates financial data for accounting purposes, streamlining forecasting and oversight of collections, payments, and treasury management effectively. With its comprehensive features, Coneix not only simplifies business management but also empowers teams to work more collaboratively and efficiently.
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
Coneix
Country
Spain
Website
coneix.com
Vendor Details
Company Name
Mastercard Data & Services
Founded
1966
Country
United States
Website
www.mastercardservices.com/en/solutions/advanced-investment-management
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
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