ARMUNDIA STRATEGY MAKER

Armundia Strategy Maker is an innovative digital platform for the creation of strategies for the placement of financial and insurance products on segmented customer targets, the simulation in real time of the results of the action and the exposure of expected and unexpected business values.

An easy and quickly integrated commercial tool, Armundia Strategy Maker improves performance and performance at various hierarchical levels, supporting the management in the construction and planning of strategic actions with well-defined objectives and the sales team in the execution and monitoring of sales actions.
Stand-alone module that can 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 to structure financial and
insurance product placement strategies
in a simple and visual way. Flexible
and scalable, it is across the different
hierarchical levels of institutions
and companies.

CONSTRUCTION OF
SALES STRATEGIES

The process of strategy construction
begins with the inclusion of the
characteristics of the product to be
placed and continues with the
definition of the potential and
declared perimeter of the action.

ACCURATE TARGET
BUILDING

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

REAL TIME SIMULATION
OF THE OUTCOMES

Once 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.

PROPAGATION OF
THE ACTION PLAN

Approved by the central offices,
the action plan is propagated to the
lower hierarchical units, which can
perform the simulation of the
desired and confirm
the willingness to subscribe.

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

REASON WHY

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NO ADDITIONAL
SOFTWARE

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SCALABILITY AND
FLEXIBILITY

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INTEGRABILITY WITH
OTHER CHANNELS

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INCREASE IN
PRODUCTIVITY

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