Mass-Customization-Advice-SP
mass-customisation-advice

Manage your Campaigns, Enhance your Portfolios

Set-up, launch and monitor your product campaign, aligning budgeting and target setting with strategic business objectives. What if analysis, automated portfolio rebalancing and simulation blended with human governance to deliver suitable investment proposals in accordance with customers’needs.

Capabilities

BULK REBALANCING

Automated adjustment of investment portfolios and realignment of investors’ holdings with strategies and targeted asset allocation

PRODUCT CAMPAIGN

Target segmentation, product campaign launching and monitoring according to strategic business objectives

Benefits

Automatically deliver suitable investment proposals

Align budgeting and target setting with strategic business objectives

Ensure MiFID compliance

Improve efficiency and supporting advisory network to increase served customer base

Monitor achievement of expected results

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