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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 Infor Interaction Advisor?

Infor Interaction Advisor is a real-time decision-making application that identifies the most effective marketing campaign to present at any point of customer interaction. This intuitive tool empowers businesses to refine their customer experience management strategies by delivering messages and offers that align closely with their target audience's preferences. Its self-learning capabilities enable the software to suggest the most suitable campaign for each individual customer, focusing on next best actions, opportunities for cross-selling, and strategies for customer retention. By dynamically profiling customers and conducting swift assessments related to qualifications and governance, the platform ensures that marketing initiatives are not just relevant but also tailored, allowing customers to receive campaigns specifically designed to fulfill their needs. This cutting-edge approach to marketing not only boosts customer engagement but also enhances overall satisfaction. Ultimately, leveraging such advanced technology leads to a more personalized interaction that can drive business growth and foster long-term customer loyalty.

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

Infor

Date Founded

2002

Company Location

United States

Company Website

www.infor.com/products/customer-experience-suite/interaction-advisor

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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