Which solution allows us to make effective investment recommendations by analyzing huge volume of data?

 

Requirements

• Be able to analyze large volume of data​

Huge amounts of data available not accounted for analysis

• Real time investment recommendations 

​Investment recommendation implementation lack of efficiency

Recommendation not always in the best timing hence limited outperformance

• Customizable investment recommendations

Investment recommendations tools are not always personalized

 

Solutions

Active Asset Allocation

“Europe’s leading FinTech in terms of recommended AUM”

• Design customized asset allocation models in real time  and stress-test them on a large number of simulated market scenarios
• Able to maximize performance while considering investment guidelines
• Provide complex algorithm based on client requirements (type of assets, constraints…)

Find more about Active Asset Allocation here.

 

Alpima

“New-generation front-office platform”

• Implement customized investment strategies
• Provide smart allocation, automatic re-balancing, systematic risk control
• Simulate complex portfolios in real time based on millions of structured financial data
• Can be integrated into existing system 

Find more about Alpima here.

 

How Aurexia can help?

 

PRE-PROJECT: préparation of innovative project

• Conduct RFP process on business topics

• Validate data to be proceed by the solution (data preparation)

• Formalize digital ambitions & business needs

• Detect relevant business use-cases for specific technology (RPA..)

• Lead ideation workshops to define pain points and needs

 

DURING PROJECT: End-to-end project delivery

• Ensure global project management with key stakeholders

• Design business requirements and adaptive services

• Review operating model with new solution and business

• Define IT governance with key stakeholders on new solution deployed

• Promote solution with an awareness plan and change management strategy

 

AFTER PROJECT: Monitoring project success

• Ensure change management plan roll-out with users and management

• Conduct data visualization project to add reporting capabilities

• Promote the project through a dedicated communication plan

• Formalize KPI and build project business case

• Identify new project opportunities (same client with other departments

 

Want to know more? Contact us: finlab@aurexia.com