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features
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support

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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.

Description

Recover conversions that may have been lost due to intelligent tracking prevention, private browsing modes, and the complexities of cross-device and cross-browser customer journeys by utilizing SegmentStream's AI-driven predictive attribution. Aggregate all your marketing data within your own Google BigQuery data warehouse, enabling automated and deduplicated reporting on cross-channel ROI. This enterprise-level solution consolidates and integrates your advertising expenses, website and mobile app metrics, CRM data, and offline conversions into one cohesive platform for streamlined marketing ROI reporting. You can easily visualize your reports using your preferred business intelligence tools. By implementing SegmentStream's predictive attribution, you can gain insights into the true effectiveness of your marketing channels and campaigns in a post-cookie landscape. Instantly assess the real incremental impact of various marketing traffic sources without having to wait for a conversion event, even if that conversion occurs across different browsers or devices. This ensures that you are always informed and can make timely decisions based on accurate data.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AdRoll No 
AppsFlyer No 
Criteo No 
Facebook Ads No 
Google Ads No 
Google Analytics No 
Google Cloud BigQuery No 
Google Sheets No 
HubSpot CRM No 
LinkedIn No 
Meta Ads No 
Microsoft Advertising No 
Pipedrive No 
RTB House No 
Salesforce No 
Skilling Yes 
Snapchat No 
Taboola No 
TikTok No 
X (Twitter) No 

Integrations

AdRoll Yes 
AppsFlyer Yes 
Criteo Yes 
Facebook Ads Yes 
Google Ads Yes 
Google Analytics Yes 
Google Cloud BigQuery Yes 
Google Sheets Yes 
HubSpot CRM Yes 
LinkedIn Yes 
Meta Ads Yes 
Microsoft Advertising Yes 
Pipedrive Yes 
RTB House Yes 
Salesforce Yes 
Skilling No 
Snapchat Yes 
Taboola Yes 
TikTok Yes 
X (Twitter) Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5,000 / month
SegmentStream is more than just software — it’s a strategic partnership. Our experts will support you with tailored onboarding, training, monthly reviews, and high-touch guidance on budget allocation and ad optimization. We help you fix what’s broken, eliminate wasted spend, and drive real growth using our proprietary AI platform and custom integrations.

Our pricing varies based on your ad budget, license type, add-ons, and required customizations. So, we’ll need to get in touch to give you accurate pricing information.
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Mastercard Data & Services

Founded

1966

Country

United States

Website

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

Vendor Details

Company Name

SegmentStream

Founded

2018

Country

United Kingdom

Website

segmentstream.com

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 

Product Features

Marketing Analytics

A/B Testing No 
Campaign Management No 
Channel Attribution Yes 
Customer Journey Mapping Yes 
Dashboard Yes 
Performance Metrics Yes 
Predictive Analytics Yes 
ROI Tracking Yes 
Social Media Metrics No 
Website Analytics No 

Marketing Attribution

Attribution Modeling Yes 
Audience Segmentation Yes 
Conversion Tracking Yes 
Cross-Channel Attribution Yes 
Customer Journey Mapping Yes 
Multi-Touch Attribution Yes 
Predictive Analytics Yes 
ROI Tracking Yes 

Alternatives

Alternatives