ARMUNDIA ADVISORY 360

Armundia Advisory 360 is the multi-channel and multi-device digital platform that allows to provide a complete and modern financial and insurance consulting service through a multi-asset model.
Conceived as a modular and customizable front-end, Armundia Advisory 360 is integrated with an advanced needs analysis model and Machine Learning functions, which support an advanced cross-advisory focused on the real needs of the client and compliant with MiFID, IDD, GDPR regulations.

INDUSTRIES

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

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 with digital collaboration, automatic session tracking, alerting and triggering functions

SUPPORT FOR REGULATORY PROFILING AND KYC

Complete client profiling with r egulatory questionnaires, calculation or acquisition of profiles and scores, advisory questionnaires, suitability engine and product governance

CROSS-ADVISORY
MULTI ASSET

Full and multi-channel 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 for the management of individual and institutional portfolios, with 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 objectives and monitoring of sales actions

VIRTUAL BRANCH AND REMOTE SERVICES

Virtual branch with p2p video call and professional video chat for the remote provision of banking and insurance services

PERFORMANCE MONITORING

Performance calculation and monitoring service with possibility of data certification, for ex-post reporting of MiFID2

INNOVATIVE TECHNOLOGIES

An open system in constant evolution that integrates latest generation technologies:

  • Artificial Intelligence
  • Machine Learning
  • Immersive Virtual Reality
  • Vocal interaction
  • Robo for Advisor
  • Crypto currencies
  • Blockchain

REASON WHY

Innovazione

INNOVATION IN
CONSULTING
SERVICES

Consolidamento

CONSOLIDATION OF THE
RELATIONSHIP WITH
THE CUSTOMER

Integrazione

SAFE AND FAST
INTEGRATION INTO
EXISTING SYSTEMS

Compliance

FULL COMPLIANCE WITH
THE REGULATIONS
IN FORCE

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