ARMUNDIA STRATEGY MAKER

Armundia Strategy Maker is an innovative digital platform to design financial and insurance products placement strategies, on segmented customer targets. The platform features real-time simulation of action results and display of expected and unexpected business values.

The commercial tool is easy to use, quickly integrable and improves performance at various hierarchical levels. Thus it supports both the managers in planning and implementing strategic actions with well-defined objectives, and the sales team in the execution and monitoring of sales actions.

Armundia Strategy Maker is stand-alone module that can also be integrated with the Armundia Advisory 360 platform.

INDUSTRIES

PRIVATE BANK, RETAIL BANK, BANCASSURANCE, SIM, SGR, FAMILY OFFICE, INSURANCE COMPANY, BROKER, AGENTS, DISTRIBUTORS

CAPABILITIES

SIMPLE AND
FLEXIBLE TOOL

Forecast that assists the design of financial and
insurance product placement strategies,
in a simple and visual way. Flexible
and scalable, it is transversal to the different
hierarchical levels of institutions
and companies.

BUILDING
SALES STRATEGIES

The process of building sales strategies begins with defining the features of the product to be placed. Hence it proceeds with the definition of the declared potential perimeter of action.

ACCURATE TARGET
BUILDING

Function of target client selection
with automatic aggregation by
type, segment, experience level,
objectives, asset class, lines,
service level, owned/unowned
products.

REAL TIME SIMULATION
OF THE OUTCOMES

After the clientele has been
selected, Armundia Strategy Maker
simulates in real time the outcome
of the action, by exposing
the expected and unexpected
business values.

DISTRIBUTION OF
THE ACTION PLAN

Once approved by the central offices,
the action plan is distributed to the
lower hierarchical units. They then
perform the simulation of the
desired action and confirm
the subscription approval.

STRATEGY MONITORING
BY LEVEL

Complete overview of the
performance associated with the
indicators of each hierarchical
level (e.g. for the banking sector:
Bank Head, Macro Area Manager,
Branch Manager, Banker).

USE CASES

REASONS WHY

strategy-maker-1

NO ADDITIONAL
SOFTWARE

strategy maker 2

SCALABILITY AND
FLEXIBILITY

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INTEGRABILITY WITH
OTHER CHANNELS

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INCREASE IN
PRODUCTIVITY

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