In order to facilitate the interaction with our solutions and features we are developing a restful, stateless “APIs” platform that helps financial companies to improve customer experience.
We use Financial Data Science and Business intelligence techniques to capture customer needs and increase the rate of success of any marketing campaign (Future Potential Index®).
IDD / MiFID Profiling
In 2011, with the psychology department of Turin’s University, we have developed a modular and customizable quiz of engagement that is full compliant with MiFID requirement.
Our proprietary suite of portfolio construction and rebalancing tools are suitable for a variety of financial solutions, including segregated accounts, pension funds and unit-linked products.