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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 Aurigo Primus?

Aurigo Primus Plan is a cutting-edge platform that utilizes artificial intelligence for capital planning and portfolio optimization, aimed at helping facility owners and operators improve the efficiency of project intake processes, evaluate and prioritize investment opportunities, forecast budgets and cash flows, and refine multi-year capital programs through AI-driven scenario modeling and what-if analyses, which ensures that strategic decisions are based on data rather than traditional spreadsheet methods. Furthermore, it provides integrated dashboards, automated workflows, and real-time insights into portfolio performance, which aids in assessing financial implications, balancing funding sources, tracking risks, and ensuring capital plans are in sync with organizational goals. By effectively gathering and organizing project charters and potential funding options, it enables comprehensive budgeting, forecasting, and ROI evaluations, allowing stakeholders to analyze different scenarios for maximizing returns while minimizing capital waste. This tool not only streamlines decision-making processes but also plays a vital role in promoting a more sustainable and effective allocation of resources, ultimately empowering organizations to make more informed investment choices. In doing so, it fosters a culture of strategic thinking that enhances overall project success and organizational growth.

Media

Media

Integrations Supported

Skilling

Integrations Supported

Skilling

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

Aurigo

Date Founded

2003

Company Location

United States

Company Website

www.aurigo.com/primus-plan/

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

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