Audience
Anyone searching for an investment management solution
About Mastercard Advanced Investment Management
Advanced Investment Management (AIM) answers these critical questions by rapidly building forecasts at scale for all acquisition, engagement, and retention campaigns and automatically updating each model as new data becomes available. AIM then quickly identifies the next best action to take with customers. AIM tracks all past and present campaigns in a centralized dashboard to inform the optimal characteristics for each new program, including annual fees, sign up bonuses, rewards offers, and credit limit increases. AIM empowers the business to accurately project key profit and loss metrics for each campaign so banks can optimize budget allocation across marketing investments. AIM automatically updates forecasts and models to ensure that they accurately predict customer lifetime value. AIM’s NextAction optimization engine incorporates forecast projections to recommend optimal campaign investments that maximize long-term value within given budget constraints.
Other Popular Alternatives & Related Software
Torus
Understand cost allocation, track all the forecasted pricing updates, and unleash cost-saving opportunities. Manage and optimize card and merchant-level transactional profitability. Re-pricing for issuers and acquirers, interchange support, and profit-based pricing for BIN sponsors. We help issuers and acquirers earn extra millions of USD per annum by better controlling card network fees and improving transactional profitability. The issuer lacked clarity of network costs and overpaid them. Accurate cost analysis in just a few clicks, excessive costs outlined and optimized, and proactively monitoring or pricing updates. The acquirer managed profitability at the portfolio level quarterly and had no control over merchant-level margins. Merchant-level profitability is revealed, unprofitable merchants' pricing is optimized, and portfolio profitability is increased. Join the top performers in the market with Torus.
Learn more
Yardi Advanced Budgeting & Forecasting
Replace labor-intensive, error-prone spreadsheets with Yardi Advanced Budgeting & Forecasting, which delivers quick, accurate budgets, custom forecasts and valuations from a single connected platform. Create budgets based on model properties that let you modify or delete units and records to support budgeted leasing assumptions. Update assumptions on the fly and incorporate information on deals in progress by integrating Yardi Deal Manager. Automatically calculate future cash flows and determine net present values (NPV) and internal rates of return (IRR) at the property or portfolio level. Make better acquisition and disposition decisions by analyzing unlimited “what if” scenarios. Get all the information you need to make smart deals by combining real-time property, lease and investor data with market leasing assumptions and other variables. Report on budget accounts with narratives and detail. Easily view revenue, lease inducements, market leasing assumptions, etc.
Learn more
IBM Apptio
IBM Apptio unifies financial and operational data into a unified model built on the industry-standard taxonomy of cost categorization. Utilizing sophisticated allocation rules along with focused metrics and KPIs, we enable organizations to answer the most strategic questions about investments and accelerate budgeting and forecasting processes. By explaining investments and variance to plan more quickly to constituencies and executive management, organizations can uncover opportunities to optimize cost structures, reduce risk, and accelerate growth.
Implement a structured view of IT expenses for actuals and plans based on industry-standard framework to allow for faster ad hoc analysis and budgeting cycles. Lower overall IT spend by reducing waste, eliminating duplications, and aligning investments to strategic priorities. Reduce the time spent forecasting, accelerate frequency, and redirect resources to higher-value activities.
Learn more
PLAIO
PLAIO is an AI-powered, visual planning and supply chain optimization platform built specifically for the pharmaceutical industry that unifies demand, supply, manufacturing, and purchasing planning into one intelligent system, replacing fragmented spreadsheets and manual processes with real-time data, advanced forecasting, and automated decision support. It consolidates demand signals across SKUs, markets, and forecasts, and uses machine learning models to produce accurate forecasts, optimized production schedules, and intelligent procurement suggestions while factoring in inventory, lead times, safety stock, and supplier constraints. PLAIO’s Manufacturing Planner gives visual, drag-and-drop insight into batch-level production, capacity constraints, and shop-floor scheduling, with real-time campaign feedback and interactive optimization.
Learn more
Integrations
Company Information
Mastercard Data & Services
Founded: 1966
United States
www.mastercardservices.com/en/solutions/advanced-investment-management
Videos and Screen Captures
Other Useful Business Software
Cut Data Warehouse Costs by 54%
BigQuery delivers 54% lower TCO with exabyte scale and flexible pricing. Free migration tools handle the SQL translation automatically.
Product Details
Platforms Supported
Cloud
Training
Live Online
Videos
Support
Online
