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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.
Description
This approach leverages our vast experience accumulated over many years collaborating with leading companies worldwide. It aims to enhance your team's pricing strategies, create more precise quotes, improve price increase initiatives, efficiently oversee contracts to ensure customer retention, and maximize the overall lifetime value of clients. By equipping your sales teams with the appropriate tools, they can achieve commercial excellence while fostering enduring relationships with customers. Open Pricer provides them with valuable insights and strategies to conduct successful negotiations, swiftly identify the optimal sales solutions with both flexibility and precision, and discern potential opportunities and risks to maximize customer lifetime value. The Open Pricer API-driven rating engine offers immediate pricing for online sales platforms, while our adaptable pricing model determines the ideal price based on the specifics of each deal, associated costs, and prevailing market conditions. Additionally, this comprehensive solution not only streamlines pricing processes but also allows businesses to respond dynamically to market fluctuations.
API Access
Has API
API Access
Has API
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
Mastercard Data & Services
Founded
1966
Country
United States
Website
www.mastercardservices.com/en/solutions/advanced-investment-management
Vendor Details
Company Name
Open Pricer
Founded
2000
Country
France
Website
www.openpricer.com
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
Product Features
Pricing Optimization
Channel Analysis
Competing Product Analysis
Forecasting
Market Analysis
Multi-Store Management
Price List Management
Price Optimization Automation
Pricing Analytics
Profitability Analysis
Scenario Planning