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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We offer a complete CapEx solution that covers all aspects of CapEx, including: Budgeting and Forecasting, Approvals and CapEx Requests. This will help you to be more efficient and get your money back. CapEx360®, you can track and allocate your money. CapEx360®, which can be customized to your CapEx approval process, allows for multiple workflows and allows budgets to upload or create right within the software. Forecasting and forecasting scenarios are possible to be added and tracked. Capital Budgeting is still managed using spreadsheets and emails from different departments, locations, and sites. This can lead to project delays, overspending, and inaccurate foresight.

Description

Advanced Investment Management (AIM) addresses vital inquiries by swiftly generating forecasts for every acquisition, engagement, and retention initiative while seamlessly updating models as fresh data emerges. This enables AIM to promptly discern the most effective actions to engage customers. Additionally, AIM maintains a centralized dashboard that monitors all historical and ongoing campaigns, providing insights into the best characteristics for upcoming programs, which encompass annual fees, sign-up bonuses, rewards offers, and credit limit enhancements. By equipping the business with the ability to accurately forecast essential profit and loss metrics for each initiative, AIM supports banks in refining their budget allocations across marketing endeavors. Furthermore, AIM consistently refreshes its forecasts and models to ensure precise predictions of customer lifetime value. The NextAction optimization engine of AIM integrates these forecast projections to advise on campaign investments that maximize long-term value while adhering to specific budget parameters, ultimately driving more strategic decision-making. In doing so, AIM enhances the overall effectiveness of marketing strategies in a highly competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

JD Edwards EnterpriseOne Yes 
Microsoft Azure Yes 
Microsoft SharePoint Yes 
Skilling No 

Integrations

JD Edwards EnterpriseOne No 
Microsoft Azure No 
Microsoft SharePoint No 
Skilling Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Caprivi Solutions

Founded

2006

Country

Canada

Website

www.caprivisolutions.com/capex-software/

Vendor Details

Company Name

Mastercard Data & Services

Founded

1966

Country

United States

Website

www.mastercardservices.com/en/solutions/advanced-investment-management

Product Features

Financial Management

Budgeting & Forecasting Yes 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting Yes 
Investment Management Yes 
Project Management Yes 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios No 
Audit Trail Yes 
Balance Sheet No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Financial Services

Analytics Yes 
Branch Optimization Yes 
Channel Management No 
Compliance Management Yes 
Customer Engagement No 
Performance Management Yes 
Risk Management No 

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

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