Armundia 3SIXTY Advisoryis the omnichannel and multi-device digital platform that enables a complete and truly cutting-edge advisory service for the financial and insurance sector, through a multi-asset model.
Armundia 3SIXTY Advisory is designed as a modular and customizable front-end. It is integrated with an advanced needs analysis model, Machine Learning functions and GenAI-based tools. It supports an advanced cross-advisory focused on the real needs of the client and compliant with MiFID, IDD, GDPR regulations.
ARMUNDIA 3SIXTY ADVISORY
INDUSTRIES
PRIVATE BANK, INVESTMENT BANK, COMMERCIAL BANK, BANCASSURANCE, ASSET MANAGERS, WEALTH MANAGERS, INVESTMENT MANAGERS, FAMILY OFFICE, FINANCIAL INSTITUTIONS, INSURANCE COMPANY, INSURANCE BROKERS, INSURANCE INTERMEDIARIES
CAPABILITIES
SUPPORT TO ANALYTICAL
ACTIVITIES
Analytical tools with customizable dashboards based on the profile, aggregate and detailed view of the customer by financial, insurance and external positions
OPERATIONAL WORKFLOW SUPPORT
Single front-end for contact management and scheduling, featuring digital collaboration, automatic session tracking, alerting and triggering functions
SUPPORT FOR REGULATORY PROFILING AND KYC
Complete client profiling with regulatory questionnaires, calculation or acquisition of profiles and scores, advisory questionnaires, suitability engine and product governance
CROSS-ADVISORY
MULTI ASSET
Complete omnichannel cross-advisory with full position keeping, needs analysis and customer planning, multi-model and multi-asset propositions, post sales management.
ADVANCED ASSET MANAGEMENT
Advanced asset management to administrate individual and institutional portfolios. It encompasses model portfolio management, portfolio optimization, rebalancing tools, O&T management, investment limits
ADVANCED REPORTING AND MULTI-CHANNEL
Advanced reporting tools both for internal and customer use, mobile client app, integration with digital signature services and advanced digital collaboration
CREATION OF BUSINESS STRATEGIES AND OBJECTIVES
Construction service and planning of strategic actions with well-defined goals and monitoring of sales actions
VIRTUAL BRANCH AND REMOTE SERVICES
Virtual branch with p2p video call and professional video chat to provide banking and insurance services remotely
PERFORMANCE MONITORING
Performance calculation and monitoring service with possibility of data certification, for ex-post reporting of MiFID2
INNOVATIVE TECHNOLOGIES
Armundia Advisory 360 is an open system in constant evolution that integrates latest generation technologies:
- Generative Artificial Intelligence
- Machine Learning
- Extended Reality
- Conversational AI
- Robo Advisor
- Crypto currencies
- Blockchain
REASONS WHY
INNOVATION IN
CONSULTING
SERVICES
CONSOLIDATION OF THE
RELATIONSHIP WITH
THE CUSTOMER
SAFE AND FAST
INTEGRATION INTO
EXISTING SYSTEMS
FULL COMPLIANCE WITH
THE CURRENT REGULATIONS
REQUEST A DEMO
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