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What is Mastercard Advanced Investment Management?

Advanced Investment Management (AIM) effectively tackles significant questions by rapidly producing forecasts for every acquisition, engagement, and retention strategy while continuously refreshing models with new data as it becomes available. This capability allows AIM to quickly identify the most effective strategies for engaging with customers. Moreover, AIM features a centralized dashboard that tracks all past and current campaigns, offering insights into the most advantageous attributes for future initiatives, including annual fees, sign-up bonuses, rewards offers, and enhancements to credit limits. By providing the organization with the tools to accurately predict key profit and loss metrics for each initiative, AIM aids banks in optimizing their marketing budget allocations. In addition, AIM continually updates its forecasts and models to ensure reliable predictions of customer lifetime value. The NextAction optimization engine within AIM utilizes these forecast projections to make recommendations on campaign investments that not only maximize long-term value but also stay within defined budget constraints, ultimately fostering more strategic decision-making. As a result, AIM significantly improves the overall efficacy of marketing strategies in an increasingly competitive environment, paving the way for sustained business growth. This comprehensive approach ensures that the organizations leveraging AIM remain agile and responsive to market dynamics.

What is IBM Apptio?

IBM Apptio combines financial and operational data into a unified model that follows a widely recognized cost categorization. Utilizing sophisticated allocation rules alongside specific metrics and key performance indicators (KPIs), the platform enables organizations to tackle essential questions related to their investments, while also enhancing their budgeting and forecasting processes. This functionality improves the ability of companies to articulate the rationale behind their investments and any deviations from their established plans to stakeholders and leadership teams, ultimately helping to pinpoint possibilities for refining cost structures, reducing risks, and promoting growth. Moreover, viewing IT expenses—both historical and anticipated—in a structured manner based on a proven framework paves the way for quicker ad hoc analyses and more efficient budgeting cycles. By reducing overall IT expenditures through the minimization of waste, removal of redundancies, and alignment of spending with strategic objectives, organizations can substantially lessen the time needed for forecasting. This strategy not only boosts the frequency of updates but also liberates resources, allowing companies to concentrate on high-value projects that contribute to sustainable success, thereby ensuring that businesses remain agile in the face of changing market conditions.

Media

Media

Integrations Supported

BMC AMI Capacity and Cost
Capgemini Intelligent Automation Platform
Cherwell HR Service Management
Clarity by Rego
DXC Cloud
Dell EMC Avamar
Devoteam
Fidelis Halo
IBM Targetprocess
Infosys BPM
Microsoft Azure
Oracle Cloud Infrastructure
PagerDuty
Planview Hub
Product Marketing Alliance
Rackspace
ServiceNow
Skilling
Tableau
VMware Cloud

Integrations Supported

BMC AMI Capacity and Cost
Capgemini Intelligent Automation Platform
Cherwell HR Service Management
Clarity by Rego
DXC Cloud
Dell EMC Avamar
Devoteam
Fidelis Halo
IBM Targetprocess
Infosys BPM
Microsoft Azure
Oracle Cloud Infrastructure
PagerDuty
Planview Hub
Product Marketing Alliance
Rackspace
ServiceNow
Skilling
Tableau
VMware Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Mastercard Data & Services

Date Founded

1966

Company Location

United States

Company Website

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

Company Facts

Organization Name

IBM

Date Founded

1911

Company Location

United States

Company Website

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

Categories and 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

Categories and Features

Cloud Cost Management

Cost Reduction Optimization
Dashboard
Data Import/Export
Data Storage
Data Visualization
Resource Usage Reporting
Roles / Permissions
Spend and Cost Reporting

SaaS Management

License Management
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management

Spend Management

Approval Workflow
Budgeting / Forecasting
Expense Tracking
Multi-Currency
Prepaid Cards
Procurement Management
Receipt Management
Spend Analysis
Spend Control
Supplier Management

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