Our main strength is the intersection of three key competencies: data science, investment strategy and innovation technology.
Thanks to our skills we have developed a restful, stateless “APIs” platform that helps financial companies to improve customer experience.
All the engines, products and solutions are delivered in SaaS mode for different processes such as Mifid/IDD profiling, smart engagement tools, behavioral customer profiling, portfolio check-up, portfolio construction, risk analysis and digital reporting.
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®).
Mifid profilation assessment
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.
Interactive Digital Reporting
Financial companies should leverage on their dataset and data analytics to be as close as possible to their customers. Digital Reporting is a powerful instrument to work on client long-term relationship.